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Vermillion & White Wealth Management Group - Q2 2026 13F Filings

VE

Vermillion & White Wealth Management Group, LLC

CIK: 0001862443
Address: Pennsylvania Phoenixville 521 Kimberton Road
$197.7 M
Portfolio Value
69
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/18/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DMBS Doubleline Mortgage Etf
+$7.39 M
2. AGGA Ea Astoria Dynamic Core Us Fixed Income Etf
+$6.56 M
3. IVV Ishares Core S&P 500 Etf
+$6.38 M
4. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$6.17 M
5. KBWB Invesco Kbw Bank Etf
+$5.34 M

Top Sells

Q2 2026
1. HEFA Ishares Currency Hedged Msci Eafe Etf
−$5.57 M
2. USMV Ishares Msci Usa Min Vol Factor Etf
−$3.47 M
3. BINC Ishares Flexible Income Active Etf
−$3.01 M
4. SCHD Schwab Us Dividend Equity Etf
−$2.92 M
5. UPS United Parcel Service
−$1.15 M

Asset Allocation

Stocks/ETFs
+54.77%
$197.7 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Vermillion & White Wealth Management Group Q2 2026 Filing Summary

Vermillion & White Wealth Management Group, LLC filed its 13F report for Q2 2026 on August 18, 2026. The portfolio totaled 197.7 M reflecting a +54.77% change from the prior quarter, spanning 69 assets. The top 10 holdings comprised 76.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 26 new positions and 20 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Vermillion & White Wealth Management Group’s Q2 2026 Filing

Vermillion & White Wealth Management Group submitted their Form 13F-HR for the Q2 2026 period on 08/18/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Vermillion & White Wealth Management Group reported a managed portfolio value of 197.7 M, consisting of 69 individual positions.

This page displays the raw filing documents. To see which stocks Vermillion & White Wealth Management Group bought or sold during Q2 2026, please visit Vermillion & White Wealth Management Group's Portfolio Analysis page.