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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 26 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Status
501 SWBI SMITH & WESSON BRANDS IN Industrials 25 $249.0 SOLD
502 WBD WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26 Communication Services 8 $230.0 SOLD
503 BHF BRIGHTHOUSE FINL INC Financial Services 3 $194.0 SOLD
504 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 5 $174.0 SOLD
505 OGN ORGANON & CO Healthcare 24 $172.0 SOLD
506 NVAX NOVAVAX INC Healthcare 23 $154.0 SOLD
507 RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A Consumer Cyclical 7 $137.0 SOLD
508 DBA INVESCO DB AGRICULTURE FUND Financial Services 5 $127.0 SOLD
509 SRFM SURF AIR MOBILITY IN EQUCLASS EQUITY Industrials 40 $77.0 SOLD
510 RR RICHTECH ROBOTICS INC CLASS B Industrials 23 $74.0 SOLD
511 TDOC TELADOC HEALTH INC Healthcare 5 $35.0 SOLD
512 HCWC HEALTHY CHOICE WELLNESS CLASS A Consumer Defensive 130 $33.0 SOLD
513 UXIN LTD FSPONSORED ADR 1 ADR REPS 300 ORD SHS 10 $33.0 SOLD
514 PSQH PSQ HLDGS INC CLASS A Technology 11 $11.0 SOLD
515 ENZOLYTICS INC 29,860 $9.0 SOLD
Page 26 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%