Vermillion & White Wealth Management Group, LLC
Follow13F filer, CIK 1862443, PHOENIXVILLE, PA
Vermillion & White Wealth Management Group, LLC reported $173,646,056 across 65 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-15. Its ten largest share positions make up 76.13% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001862443-26-000003
- Period
- 2026-03-31
- Reported value
- $174M
- Holdings
- 65
- Top 10 weight
- 76.13%
- New
- 4
- Sold out
- 515
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PYLDnew | +215,158 | $5.64M |
| DMBSadded | +108,817 | $5.37M |
| UTESnew | +18,254 | $1.46M |
| DFAEadded | +30,855 | $1.04M |
| IVVadded | +1,126 | $736K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPTIreduced | -126,505 | -$3.63M |
| BINCexited | -61,350 | -$3.24M |
| DFSDreduced | -33,229 | -$1.59M |
| DFAIreduced | -39,305 | -$1.53M |
| NOBLexited | 0 | -$277K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 65 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SWBISMITH & WESSON BRANDS INC | 25 | $249 | shares |
| WBDWARNER BROS DISCOVERY INC | 8 | $230 | shares |
| BHFBRIGHTHOUSE FINL INC | 3 | $194 | shares |
| BPBP PLC | 5 | $174 | shares |
| OGNORGANON & CO | 24 | $172 | shares |
| NVAXNOVAVAX INC | 23 | $154 | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 7 | $137 | shares |
| DBAINVESCO DB MULTI-SECTOR COMM | 5 | $127 | shares |
| SRFMSURF AIR MOBILITY INC | 40 | $77 | shares |
| RRRICHTECH ROBOTICS INC | 23 | $74 | shares |
| TDOCTELADOC HEALTH INC | 5 | $35 | shares |
| HCWCHEALTHY CHOICE WELLNESS CORP | 130 | $33 | shares |
| UXINUXIN LTD | 10 | $33 | shares |
| PSQHPSQ HOLDINGS INC | 11 | $11 | shares |
| ENZCENZOLYTICS INC | 29,860 | $9 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001862443-26-000002 | superseded | 2026-05-14 | acceptance time not in the bulk data set | ||
| 13F-HR/A 0001862443-26-000003 | base | restatement | 2026-05-15 | acceptance time not in the bulk data set |