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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 13 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KR KROGER CO Consumer Defensive 581.0 $23K 0.01% NEW $40.11 +67.2%
242 LECO LINCOLN ELEC HLDGS INC Industrials 95.0 $23K 0.01% NEW $239.63 +8.5%
243 CVS CVS HEALTH CORP Healthcare 282.0 $22K 0.01% NEW $79.44 +17.5%
244 VRP INVSC VARIABLE RATE PREFERRED ETF 916.0 $22K 0.01% NEW $24.33 -0.4%
245 LOW LOWES COS INC Consumer Cyclical 92.0 $22K 0.01% NEW $241.15 -9.9%
246 BA BOEING CO Industrials 100.0 $22K 0.01% NEW $217.12 +1.1%
247 TROW PRICE T ROWE GROUP INC Financial Services 212.0 $22K 0.01% NEW $102.38 -0.5%
248 ITW ILLINOIS TOOL WKS INC Industrials 88.0 $22K 0.01% NEW $246.30 +1.5%
249 BLK BLACKROCK INC NEW Financial Services 20.0 $21K 0.01% NEW $1070.35 -0.6%
250 AOS SMITH A O CORP Industrials 320.0 $21K 0.01% NEW $66.88 -14.5%
251 SYY SYSCO CORP Consumer Defensive 285.0 $21K 0.01% NEW $73.69 +2.4%
252 EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 325.0 $21K 0.01% NEW $64.14 +12.7%
253 INTU INTUIT Technology 31.0 $21K 0.01% NEW $662.42 -53.6%
254 MTUM ISHARES MSCI USA MOMNTUMFCT ETF 81.0 $20K 0.01% NEW $252.80 +19.5%
255 DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 571.0 $20K 0.01% NEW $34.46 +10.2%
256 GEV GE VERNOVA INC Utilities 30.0 $20K 0.01% NEW $653.57 +59.7%
257 VCSH VANGUARD SHORT TERM COR BD ETF 245.0 $20K 0.01% NEW $79.73 -1.0%
258 AOR ISHARES CORE 60 40 BAL ALL ETF 297.0 $19K 0.01% NEW $65.01 +5.6%
259 CTVA CORTEVA INC Basic Materials 288.0 $19K 0.01% NEW $67.01 +18.0%
260 VXF VANGUARD EXTENDED MARKETETF 90.0 $19K 0.01% NEW $209.11 +9.3%
Page 13 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%