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Portfolio (Quarterly) Guide ↗

Vermillion & White Wealth Management Group, LLC

· CIK 0001862443
13F Portfolio $184M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 576 New
Page 11 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CHRW C H ROBINSON WORLDWIDE I Industrials 203.0 $33K 0.02% NEW $160.76 +10.8%
202 HIG HARTFORD INS GROUP INC Financial Services 235.0 $32K 0.02% NEW $137.80 -1.3%
203 GE GE AEROSPACE Industrials 105.0 $32K 0.02% NEW $308.03 -2.0%
204 F FORD MTR CO DEL Consumer Cyclical 2,457.0 $32K 0.02% NEW $13.12 +4.2%
205 WSM WILLIAMS SONOMA INC Consumer Cyclical 180.0 $32K 0.02% NEW $178.59 +0.9%
206 SRLN STATE STREET BLACKSTONE SENIR LN ETF 775.0 $32K 0.02% NEW $41.27 -1.9%
207 TLT ISHARES 20 PLS YEAR TREASURY BND ETF 335.0 $29K 0.02% NEW $87.16 -3.4%
208 WDC WESTERN DIGITAL CORP Technology 168.0 $29K 0.02% NEW $172.27 +166.8%
209 TIP ISHARES TIPS BOND ETF 263.0 $29K 0.02% NEW $109.91 +0.4%
210 EXPD EXPEDITORS INTL WASH INCCLASS CLASS A Industrials 193.0 $29K 0.02% NEW $149.01 +5.5%
211 DJT TRUMP MEDIA & TECHNO Communication Services 2,164.0 $29K 0.02% NEW $13.24 -40.0%
212 HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF 690.0 $29K 0.02% NEW $41.36 +9.7%
213 BAC BANK OF AMERICA CORP Financial Services 518.0 $29K 0.02% NEW $55.08 -6.5%
214 MET METLIFE INC Financial Services 356.0 $28K 0.01% NEW $78.94 +6.8%
215 HWM HOWMET AEROSPACE INC Industrials 137.0 $28K 0.01% NEW $205.02 +26.8%
216 SEIC SEI INVTS CO Financial Services 612.0 $27K 0.01% NEW $44.76 +102.8%
217 IAGG ISHARES INTERNTINL AGGRGT BND ETF 547.0 $27K 0.01% NEW $50.01 +0.0%
218 PTY PIMCO CORPORATE OPPORTUN Financial Services 2,090.0 $27K 0.01% NEW $12.90 -8.4%
219 EVR EVERCORE INC CLASS A Financial Services 79.0 $27K 0.01% NEW $340.25 +1.8%
220 IJH ISHARES CORE S&P MID CAPETF 407.0 $27K 0.01% NEW $66.00 +10.5%
Page 11 of 29  ·  576 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 36.5%
Financial Services 11.6%
Consumer Defensive 11.5%
Industrials 9.1%
Consumer Cyclical 8.4%
Healthcare 7.4%
Utilities 6.6%
Communication Services 4.4%
Basic Materials 2.1%
Energy 1.9%