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Portfolio (Quarterly) Guide ↗

Vermillion & White Wealth Management Group, LLC

· CIK 0001862443
13F Portfolio $173.6B AUM 66 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 21 Added 16 Reduced 515 Exited
Page 18 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Status
341 GVA GRANITE CONSTR INC Industrials 46 $5K 0.00% SOLD
342 SYK STRYKER CORP Healthcare 15 $5K 0.00% SOLD
343 COP CONOCOPHILLIPS Energy 56 $5K 0.00% SOLD
344 JXN JACKSON FINL INC CLASS A Financial Services 49 $5K 0.00% SOLD
345 PRU PRUDENTIAL FINL INC Financial Services 46 $5K 0.00% SOLD
346 HALO HALOZYME THERAPEUTICS IN Healthcare 77 $5K 0.00% SOLD
347 AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 671 $5K 0.00% SOLD
348 SNPS SYNOPSYS INC Technology 11 $5K 0.00% SOLD
349 GTLS CHART INDS INC Industrials 25 $5K 0.00% SOLD
350 WT WISDOMTREE INC Financial Services 420 $5K 0.00% SOLD
351 QS QUANTUMSCAPE CORP CLASS CLASS A Consumer Cyclical 491 $5K 0.00% SOLD
352 PIPER SANDLER COMPANIES 15 $5K 0.00% SOLD
353 CTRE CARETRUST REIT INC REIT Real Estate 140 $5K 0.00% SOLD
354 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 100 $5K 0.00% SOLD
355 CRM SALESFORCE INC Technology 19 $5K 0.00% SOLD
356 CW CURTISS WRIGHT CORP Industrials 9 $5K 0.00% SOLD
357 LGLV ST SRT SPDR US L C LW VLTLTY ETF IV 28 $5K 0.00% SOLD
358 AX AXOS FINL INC Financial Services 57 $5K 0.00% SOLD
359 CARG CARGURUS INC CLASS A Consumer Cyclical 127 $5K 0.00% SOLD
360 POR PORTLAND GEN ELEC CO Utilities 99 $5K 0.00% SOLD
Page 18 of 26  ·  515 positions
Sector Allocation
Technology 48.4%
Consumer Defensive 16.4%
Consumer Cyclical 10.8%
Financial Services 8.2%
Utilities 5.9%
Industrials 5.4%
Communication Services 2.6%
Energy 2.3%