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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 8 of 29  ·  576 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESGE ISHARES ESG AWARE MSCI EM ETF 1,289.0 $57K 0.03% NEW $44.17 +19.2%
142 CGCP CAPITAL GROUP CORE PLUS INCM ETF 2,495.0 $56K 0.03% NEW $22.64 -1.8%
143 BMRN BIOMARIN PHARMACEUTICAL Healthcare 936.0 $56K 0.03% NEW $59.43 -9.0%
144 CENCORA INC CLASS SERIES A 164.0 $55K 0.03% NEW $337.75
145 AMTM AMENTUM HLDGS INC EQUITY Industrials 1,905.0 $55K 0.03% NEW $29.00 -20.1%
146 MU MICRON TECHNOLOGY INC Technology 193.0 $55K 0.03% NEW $285.41 +167.0%
147 VTC VANGUARD TOTAL CORPORATEBD ETF 705.0 $55K 0.03% NEW $77.64 -1.7%
148 SPY SPDR S&P 500 ETF Financial Services 80.0 $55K 0.03% NEW $681.91 +8.9%
149 SUNHYDROGEN INC 2,000,000.0 $54K 0.03% NEW $0.03
150 VDC VANGUARD CONSUMER STAPLES ETF 249.0 $53K 0.03% NEW $211.24 +8.8%
151 ITOT ISHARES TOTAL US STOCK MARKET ETF 348.0 $52K 0.03% NEW $148.81 +9.0%
152 CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS Communication Services 1,656.0 $49K 0.03% NEW $29.89 -16.1%
153 ICVT ISHARES CONVERTIBLE BONDETF 501.0 $49K 0.03% NEW $98.50 +19.8%
154 VEU VANGUARD FTSE ALL WORLD EX US ETF 669.0 $49K 0.03% NEW $73.56 +12.3%
155 VGIT VANGUARD INTER-TERM TREAS INDEX FD 795.0 $48K 0.03% NEW $59.93 -2.0%
156 MRK MERCK & CO. INC. Healthcare 950.0 $47K 0.03% NEW $49.64 +133.5%
157 DIS DISNEY WALT CO Communication Services 414.0 $47K 0.03% NEW $113.77 -9.0%
158 SHYG ISHARES HIGH YIELD CORPORAT BOND ETF 1,075.0 $46K 0.03% NEW $42.87 -1.0%
159 VEEV VEEVA SYS INC CLASS CLASS A Healthcare 204.0 $46K 0.03% NEW $223.23 -26.1%
160 FCX FREEPORT-MCMORAN INC Basic Materials 875.0 $44K 0.02% NEW $50.79 +22.7%
Page 8 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%