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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 20 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UPS UNITED PARCEL SVC INC CLASS CLASS B Industrials 60.0 $6K 0.00% NEW $99.08 -0.2%
382 IONQ IONQ INC Technology 131.0 $6K 0.00% NEW $44.87 +31.2%
383 BLOCK INC A CLASS CLASS A 90.0 $6K 0.00% NEW $65.09
384 LNG CHENIERE ENERGY INC Energy 30.0 $6K 0.00% NEW $194.60 +23.6%
385 ARES ARES MGMT CORP CLASS CLASS A Financial Services 36.0 $6K 0.00% NEW $161.64 -23.3%
386 RMD RESMED INC Healthcare 24.0 $6K 0.00% NEW $240.83 -12.9%
387 COCO VITA COCO CO INC Consumer Defensive 109.0 $6K 0.00% NEW $53.01 +48.7%
388 SPGI S&P GLOBAL INC Financial Services 11.0 $6K 0.00% NEW $522.55 -20.2%
389 FVAL FIDELITY VALUE FACTOR ETF 78.0 $6K 0.00% NEW $72.27 +8.0%
390 YOU CLEAR SECURE INC CLASS A Technology 160.0 $6K 0.00% NEW $35.08 +76.8%
391 AMGN AMGEN INC Healthcare 17.0 $6K 0.00% NEW $327.29 +3.1%
392 HCI HCI GROUP INC Financial Services 29.0 $6K 0.00% NEW $191.69 -17.3%
393 ORA ORMAT TECHNOLOGIES INC Utilities 50.0 $6K 0.00% NEW $110.46 +21.2%
394 STRL STERLING INFRASTRUCTURE Industrials 18.0 $6K 0.00% NEW $306.22 +145.6%
395 PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A Technology 31.0 $6K 0.00% NEW $177.74 -22.8%
396 DKNG DRAFTKINGS INC NEW CLASS A Consumer Cyclical 157.0 $5K 0.00% NEW $34.46 -26.3%
397 HACK AMPLIFY CYBERSECURITY ETF 67.0 $5K 0.00% NEW $80.37 +15.3%
398 LIGHT & WONDER INC 52.0 $5K 0.00% NEW $103.08
399 MOOG INC CLASS CLASS A 22.0 $5K 0.00% NEW $243.55
400 EA ELECTRONIC ARTS INC Communication Services 26.0 $5K 0.00% NEW $204.35 -1.2%
Page 20 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%