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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 20 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Status
381 TMHC TAYLOR MORRISON HOME COR Consumer Cyclical 69 $4K 0.00% SOLD
382 SEM SELECT MED HLDGS CORP CLASS CLASS N Healthcare 271 $4K 0.00% SOLD
383 AOA ISHARES CORE 80 20 AGG ALL ETF 44 $4K 0.00% SOLD
384 TSPA T ROWE PRICE U S EQUITY RESEARCH ETF 91 $4K 0.00% SOLD
385 AVAV AEROVIRONMENT INC Industrials 16 $4K 0.00% SOLD
386 BOX BOX INC CLASS A Technology 128 $4K 0.00% SOLD
387 TOST TOAST INC CLASS CLASS A Technology 107 $4K 0.00% SOLD
388 PLMR PALOMAR HLDGS INC Financial Services 28 $4K 0.00% SOLD
389 HQY HEALTHEQUITY INC Healthcare 41 $4K 0.00% SOLD
390 EPRT ESSENTIAL PPTYS RLTY TR REIT Real Estate 126 $4K 0.00% SOLD
391 DFAS DIMENSIONAL U S SMALL CAP ETF 53 $4K 0.00% SOLD
392 ADSK AUTODESK INC Technology 12 $4K 0.00% SOLD
393 LNTH LANTHEUS HLDGS INC Healthcare 53 $4K 0.00% SOLD
394 ALRM ALARM COM HLDGS INC Technology 69 $4K 0.00% SOLD
395 TRUP TRUPANION INC Financial Services 93 $3K 0.00% SOLD
396 WAY WAYSTAR HLDG CORP Technology 104 $3K 0.00% SOLD
397 TLN TALEN ENERGY CORP NEW CLASS EQUITY Utilities 9 $3K 0.00% SOLD
398 APP APPLOVIN CORP CLASS A Technology 5 $3K 0.00% SOLD
399 ITRI ITRON INC EQUITY CLASS EQUITY Technology 36 $3K 0.00% SOLD
400 SM SM ENERGY CO Energy 173 $3K 0.00% SOLD
Page 20 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%