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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 4 of 32  ·  623 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 3,384.0 $407K 0.17% NEW $120.33 +17.9%
62 BA BOEING CO Industrials 1,735.0 $377K 0.15% NEW $217.07 +4.8%
63 EEM ISHARES TR 6,651.0 $364K 0.15% NEW $54.71 +25.5%
64 VUG VANGUARD INDEX FDS 742.0 $362K 0.15% NEW $487.62 -82.2%
65 CVX CHEVRON CORP NEW Energy 2,308.0 $352K 0.14% NEW $152.40 +18.2%
66 EFA ISHARES TR 3,572.0 $343K 0.14% NEW $96.04 +8.6%
67 IJR ISHARES TR 2,766.0 $332K 0.14% NEW $120.20 +18.7%
68 IVV ISHARES TR 482.0 $330K 0.13% NEW $684.63 +9.8%
69 MDT MEDTRONIC PLC Healthcare 3,411.0 $328K 0.13% NEW $96.06 -15.3%
70 FNDF SCHWAB STRATEGIC TR 7,240.0 $327K 0.13% NEW $45.21 +20.3%
71 USB US BANCORP DEL Financial Services 6,119.0 $327K 0.13% NEW $53.36 +10.4%
72 GLD SPDR GOLD TR Financial Services 814.0 $323K 0.13% NEW $396.31 +0.3%
73 QQQ INVESCO QQQ TR Financial Services 519.0 $319K 0.13% NEW $614.68 +18.7%
74 FLRN SPDR SERIES TRUST 10,119.0 $311K 0.13% NEW $30.73 +0.2%
75 SCHE SCHWAB STRATEGIC TR 9,168.0 $300K 0.12% NEW $32.75 +11.5%
76 TRV TRAVELERS COMPANIES INC Financial Services 1,023.0 $297K 0.12% NEW $290.10 +6.0%
77 DFSD DIMENSIONAL ETF TRUST 6,110.0 $293K 0.12% NEW $47.95 +0.0%
78 V VISA INC Financial Services 829.0 $291K 0.12% NEW $350.73 -5.0%
79 SCHA SCHWAB STRATEGIC TR 9,847.0 $280K 0.11% NEW $28.48 +22.2%
80 SCHO SCHWAB STRATEGIC TR 11,267.0 $275K 0.11% NEW $24.37 -0.9%
Page 4 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%