Institutions / Vermillion & White Wealth Management Group, LLC
Vermillion & White Wealth Management Group, LLC
CIK 1862443 · Institution · as of Dec 31, 2025
Portfolio value
$183.90M
Positions
576
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 576 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $40.48M | 22.0% |
| Dimensional Intern Core Eqt Mkt ETF | $18.37M | 10.0% |
| Dimensional Core Fixed Income ETF | $16.86M | 9.2% |
| Astoria US Quality Growth Kings ETF | $15.96M | 8.7% |
| Astoria US Equal Wt Qlt Kings ETF | $9.83M | 5.3% |
| Dimensional Emerg Core Eqy Mrkt ETF | $7.38M | 4.0% |
| Dimensional Shrt Drt Fxdincm ETF | $6.55M | 3.6% |
| St Strt SPDR Prtfl Intdttm Tsry ETF | $6.11M | 3.3% |
| Ea Astoria Dynmc Cre US Fxd Incm ETF | $6.06M | 3.3% |
| Invsc Kbw Bank ETF | $4.42M | 2.4% |
| Astoria Real Assets ETF | $3.55M | 1.9% |
| iShares Flexible Incme Active ETF | $3.24M | 1.8% |
| Microsoft Corp | $1.83M | 1.0% |
| Apple Inc. | $1.72M | 0.9% |
| Doubleline Mortgage ETF | $1.71M | 0.9% |
| Vanguard Esg US Stock ETF | $1.67M | 0.9% |
| WisdomTree US Qlt Div Grw ETF | $1.61M | 0.9% |
| Invesco S&P 500 Quality ETF | $1.60M | 0.9% |
| Broadcom Inc. | $984.0K | 0.5% |
| Invesco Bletshs 2027 Mnpl Bnd ETF | $923.3K | 0.5% |
| Amazon.com Inc | $862.6K | 0.5% |
| State Street SPDR PORTFLS&P 500 ETF | $861.5K | 0.5% |
| Altria Group, Inc. | $845.0K | 0.5% |
| Invsc Bulletshr 2027 Crpbnd ETF IV | $801.3K | 0.4% |
| Invesco Bletshs 2026 Mnpl Bnd ETF | $769.9K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.