Vermillion & White Wealth Management Group, LLC has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 571 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.3B, Dimensional ETF Tr with a value of $17.2B, Dimensional ETF Tr Core Fxd In with a value of $16.3B, Astoria Us Quality Growth Kings ETF with a value of $15.2B, and Astoria Us Equal Wt Qlt Kings ETF with a value of $9.22B.
Examining the 13F form we can see an increase of $21.9B in the current position value, from $154B to 176B.
Vermillion & White Wealth Management Group, LLC is based out at Phoenixville, PA
Below you can find more details about Vermillion & White Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$176 Billion
ETFs: $121 Billion
Technology: $5.76 Billion
Consumer Defensive: $2.18 Billion
Financial Services: $1.83 Billion
Healthcare: $1.55 Billion
Consumer Cyclical: $1.26 Billion
Utilities: $1.14 Billion
Industrials: $1.09 Billion
Other: $2.02 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
