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 & White Wealth Management Group, LLC (CIK 1862443) reported $173.6M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($39.3M, 22.65%), DFAI ($17.2M, 9.91%), DFCF ($16.9M, 9.71%), GQQQ ($15.7M, 9.04%), ROE ($10.3M, 5.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $39.3M | 22.65% | 60,225 | Added |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $17.2M | 9.91% | 441,873 | Trimmed |
| 3 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $16.9M | 9.71% | 399,244 | Added |
| 4 | GQQQ | ASTORIA US QUALITY GROWTH KINGS ETF | $15.7M | 9.04% | 545,186 | Added |
| 5 | ROE | ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF | $10.3M | 5.94% | 291,098 | Added |
| 6 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $8.7M | 5.02% | 257,595 | Added |
| 7 | DMBS | DOUBLELINE MORTGAGE ETF | $7.1M | 4.07% | 143,193 | Added |
| 8 | AGGA | ASTORIA DYNAMIC CORE US FIXED INCOME ETF | $6.4M | 3.69% | 255,100 | Added |
| 9 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $5.6M | 3.25% | 215,158 | New |
| 10 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $4.9M | 2.84% | 103,148 | Trimmed |
| 11 | KBWB | INVESCO KBW BANK ETF | $4.4M | 2.53% | 55,571 | Added |
| 12 | PPI | ASTORIA REAL ASSET ETF | $4.1M | 2.35% | 196,472 | Added |
| 13 | SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $2.4M | 1.41% | 85,236 | Trimmed |
| 14 | AAPL | APPLE INC | $1.7M | 0.99% | 6,757 | Added |
| 15 | ESGV | VANGUARD ESG U.S. STOCK ETF | $1.5M | 0.89% | 13,755 | Trimmed |
| 16 | DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $1.6M | 0.89% | 17,666 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $1.5M | 0.85% | 3,977 | Added |
| 18 | UTES | VIRTUS REAVES UTILITIES ETF | $1.5M | 0.84% | 18,254 | New |
| 19 | SPHQ | INVESCO S&P 500 QUALITY ETF | $1.4M | 0.79% | 18,268 | Trimmed |
| 20 | MO | ALTRIA GROUP INC | $962,335 | 0.55% | 14,583 | Trimmed |
| 21 | BSMR | INVESCO BULLETSHARES (R)2027 MUNICIPAL BOND ETF | $922,814 | 0.53% | 39,013 | Added |
| 22 | AVGO | BROADCOM INC | $879,324 | 0.51% | 2,841 | Trimmed |
| 23 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $814,164 | 0.47% | 10,637 | Trimmed |
| 24 | AMZN | AMAZON.COM INC | $787,052 | 0.45% | 3,779 | Added |
| 25 | BSMQ | INVESCO BULLETSHARES (R)2026 MUNICIPAL BOND ETF | $773,191 | 0.45% | 32,728 | Added |
Source: SEC Form 13F filings · as of 2026-03-31