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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $246M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 623 New
Page 3 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 7,628.0 $850K 0.34% NEW $111.42 +8.6%
42 TSLA TESLA INC Consumer Cyclical 1,816.0 $817K 0.33% NEW $449.72 -10.0%
43 WFC WELLS FARGO CO NEW Financial Services 8,483.0 $791K 0.32% NEW $93.20 -8.7%
44 VXUS VANGUARD STAR FDS 10,262.0 $774K 0.32% NEW $75.44 +14.8%
45 OXY CALL OCCIDENTAL PETE CORP Energy 18,000.0 $740K 0.30% NEW $41.12 +30.5%
46 BNDX VANGUARD CHARLOTTE FDS 15,301.0 $739K 0.30% NEW $48.32 +0.0%
47 ITA ISHARES TR 3,050.0 $655K 0.27% NEW $214.72 +12.0%
48 SCHR SCHWAB STRATEGIC TR 26,046.0 $653K 0.27% NEW $25.08 -1.6%
49 HRL HORMEL FOODS CORP Consumer Defensive 25,944.0 $615K 0.25% NEW $23.70 +4.1%
50 DFIC DIMENSIONAL ETF TRUST 16,923.0 $583K 0.24% NEW $34.46 +11.3%
51 FNDX SCHWAB STRATEGIC TR 21,356.0 $581K 0.24% NEW $27.21 +15.1%
52 DFSI DIMENSIONAL ETF TRUST 11,771.0 $504K 0.20% NEW $42.84 +7.7%
53 META META PLATFORMS INC Communication Services 754.0 $497K 0.20% NEW $659.67 -9.0%
54 DE DEERE & CO Industrials 1,023.0 $476K 0.19% NEW $465.72 +25.7%
55 GOOGL ALPHABET INC Communication Services 1,512.0 $473K 0.19% NEW $312.91 +19.3%
56 ORCL ORACLE CORP Technology 2,416.0 $471K 0.19% NEW $194.94 -3.4%
57 FPE FIRST TR EXCH TRADED FD III 25,718.0 $469K 0.19% NEW $18.22 -1.1%
58 COST COSTCO WHSL CORP NEW Consumer Defensive 539.0 $465K 0.19% NEW $862.88 +14.3%
59 ECL ECOLAB INC Basic Materials 1,754.0 $461K 0.19% NEW $262.57 +4.3%
60 GLDM WORLD GOLD TR Financial Services 4,942.0 $422K 0.17% NEW $85.37 +0.4%
Page 3 of 32  ·  623 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 23.7%
Financial Services 17.5%
Healthcare 14.4%
Industrials 11.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.4%
Utilities 6.0%
Energy 4.6%
Communication Services 4.0%
Basic Materials 2.5%