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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $427M AUM 1,786 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1001 New 94 Added 286 Reduced 1019 Exited
Page 3 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 551.0 $320K 0.07% -136.0 -19.8% $580.91 -19.8%
42 JPM JPMORGAN CHASE & CO Financial Services 905.0 $296K 0.07% -92.0 -9.2% $327.38 +9.7%
43 IVV ISHARES TR 395.0 $296K 0.07% -98.0 -19.9% $748.36 +3.7%
44 SO SOUTHERN CO Utilities 3,055.0 $292K 0.07% -41.0 -1.3% $95.69 -3.5%
45 BNDX VANGUARD CHARLOTTE FDS 5,925.0 $287K 0.07% -3K -33.0% $48.43 -1.6%
46 V VISA INC Financial Services 829.0 $284K 0.07% -117.0 -12.4% $343.11 +7.8%
47 SCHA SCHWAB STRATEGIC TR 7,621.0 $275K 0.07% -2K -21.9% $36.13 -2.6%
48 JNJ JOHNSON & JOHNSON Healthcare 1,032.0 $262K 0.06% -162.0 -13.6% $254.01 +7.8%
49 MDT MEDTRONIC PLC Healthcare 3,314.0 $259K 0.06% -169.0 -4.8% $78.23 +20.1%
50 QQQ INVESCO QQQ TR Financial Services 338.0 $249K 0.06% -183.0 -35.1% $736.13 -2.4%
51 ORCL ORACLE CORP Technology 1,689.0 $248K 0.06% -819.0 -32.7% $146.58 -2.9%
52 SCHE SCHWAB STRATEGIC TR 6,826.0 $248K 0.06% -2K -25.0% $36.26 +1.4%
53 FLRN SPDR SERIES TRUST 7,891.0 $243K 0.06% -431.0 -5.2% $30.85 -0.2%
54 GS GOLDMAN SACHS GROUP INC Financial Services 225.0 $227K 0.05% -47.0 -17.3% $1010.48 +1.0%
55 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 227.0 $219K 0.05% -17.0 -7.0% $965.00 -12.4%
56 BOND PIMCO ETF TR 2,359.0 $218K 0.05% -92.0 -3.8% $92.23 -1.4%
57 INTC INTEL CORP Technology 1,377.0 $192K 0.04% -145.0 -9.5% $139.57 -33.1%
58 PG PROCTER & GAMBLE CO Consumer Defensive 1,293.0 $190K 0.04% -128.0 -9.0% $146.63 -0.9%
59 VDE VANGUARD WORLD FD 1,215.0 $182K 0.04% -258.0 -17.5% $150.10 +20.0%
60 WM WASTE MGMT INC DEL Industrials 794.0 $177K 0.04% -26.0 -3.2% $222.85 +2.4%
Page 3 of 15  ·  286 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.2%
Financial Services 16.9%
Industrials 15.2%
Healthcare 14.8%
Consumer Defensive 8.0%
Utilities 6.6%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 3.7%
Basic Materials 2.6%