Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vermillion Wealth Management, Inc. (CIK 1737012) reported $254.8M across 1,547 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($45.6M, 17.90%), BND ($23.1M, 9.08%), DFCF ($20.8M, 8.18%), DFGX ($16.3M, 6.42%), DFAI ($13.3M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $45.6M | 17.90% | 643,129 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $23.1M | 9.08% | 314,124 | Trimmed |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $20.8M | 8.18% | 493,452 | Trimmed |
| 4 | DFGX | DIMENSIONAL ETF TRUST | $16.3M | 6.42% | 311,681 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $13.3M | 5.22% | 341,423 | Added |
| 6 | VGT | VANGUARD WORLD FD | $9.8M | 3.83% | 13,979 | Added |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $8.7M | 3.40% | 121,645 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.5M | 2.95% | 15,703 | Trimmed |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $6.2M | 2.43% | 183,184 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $5.7M | 2.23% | 26,423 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $4.7M | 1.84% | 152,599 | Added |
| 12 | UNH | UNITEDHEALTH GROUP INC | $3.5M | 1.39% | 13,081 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $3.5M | 1.37% | 5,845 | Trimmed |
| 14 | DFNM | DIMENSIONAL ETF TRUST | $3.3M | 1.30% | 69,082 | Added |
| 15 | LLY | ELI LILLY & CO | $3.1M | 1.21% | 3,351 | Added |
| 16 | VTWG | VANGUARD SCOTTSDALE FDS | $2.9M | 1.14% | 12,732 | Added |
| 17 | AAPL | APPLE INC | $2.8M | 1.08% | 10,846 | Added |
| 18 | SCHX | SCHWAB STRATEGIC TR | $2.6M | 1.03% | 102,584 | Added |
| 19 | VTEB | VANGUARD MUN BD FDS | $2.4M | 0.95% | 48,533 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.4M | 0.94% | 13,793 | Added |
| 21 | VNQ | VANGUARD INDEX FDS | $2.2M | 0.87% | 25,015 | Added |
| 22 | CAT | CATERPILLAR INC | $2.1M | 0.81% | 2,921 | Trimmed |
| 23 | VYM | VANGUARD WHITEHALL FDS | $2.0M | 0.77% | 13,211 | Added |
| 24 | DFSB | DIMENSIONAL ETF TRUST | $1.5M | 0.60% | 29,560 | Hold |
| 25 | XME | SPDR SERIES TRUST | $1.4M | 0.57% | 13,382 | Added |
Source: SEC Form 13F filings · as of 2026-03-31