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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 4 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 8,184.0 $927K 0.22% -233.0 -2.8% $113.26 +0.9%
62 DFA SHORT TERM MUNICIPAL BOND I 81,715.0 $831K 0.20% NEW $10.17
63 COLUMBIA SELIGMAN TECH & INFO INST2 2,701.0 $822K 0.19% NEW $304.42
64 VXUS VANGUARD STAR FDS 9,351.0 $799K 0.19% -1K -9.8% $85.48 +1.7%
65 MSFT MICROSOFT CORP Technology 1,990.0 $742K 0.17% -410.0 -17.1% $373.03 +29.8%
66 DFA INVESTMENT GRADE I 73,242.0 $740K 0.17% NEW $10.11
67 SCHG SCHWAB STRATEGIC TR 21,535.0 $729K 0.17% -5K -18.5% $33.84 +4.8%
68 WFC WELLS FARGO & CO Financial Services 8,288.0 $685K 0.16% -233.0 -2.7% $82.64 +4.0%
69 DE DEERE & CO Industrials 1,077.0 $683K 0.16% +34.0 +3.3% $633.83 -8.4%
70 HRL HORMEL FOODS CORP Consumer Defensive 26,269.0 $652K 0.15% $24.82 -1.6%
71 DFA DIVERSIFIED FIXED INCOME INSTL 69,112.0 $641K 0.15% NEW $9.28
72 SCHWAB SMALL CAP INDEX 12,608.0 $615K 0.14% NEW $48.81
73 DFIC DIMENSIONAL ETF TRUST 16,443.0 $613K 0.14% +97.0 +0.6% $37.26 +5.0%
74 TSLA TESLA INC Consumer Cyclical 1,441.0 $606K 0.14% -570.0 -28.3% $420.60 -16.5%
75 FIDELITY TREND 2,608.0 $606K 0.14% NEW $232.35
76 SCHF SCHWAB STRATEGIC TR 20,923.0 $580K 0.14% -31K -60.0% $27.70 +1.8%
77 BAI BLACKROCK ETF TRUST 10,586.0 $558K 0.13% NEW $52.72 -16.1%
78 SCHWAB INTERNATIONAL INDEX 17,288.0 $547K 0.13% NEW $31.62
79 DFSI DIMENSIONAL ETF TRUST 11,940.0 $538K 0.13% +141.0 +1.2% $45.10 +4.6%
80 GOOGL ALPHABET INC Communication Services 1,480.0 $529K 0.12% -422.0 -22.2% $357.59 -3.6%
Page 4 of 78  ·  1,545 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%