Vermillion & White Wealth Management Group, LLC Portfolio Holdings

Vermillion & White Wealth Management Group, LLC

  • $176 Billion
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.5 Million 0.03% of portfolio
500,000
Q2 2025 Added 67.68%
$0
$35.5 Million 0.02% of portfolio
2,164
Q3 2025 Reduced 0.09%
$0
$9,000 0.0% of portfolio
29,860
Q4 2023 New
$26.5M
$1.95 Million 0.0% of portfolio
370
Q2 2025 New
$13.1M
$34,000 0.0% of portfolio
200
Q2 2025 Added 100.0%
$1.17M
$4,000 0.0% of portfolio
136
Q4 2024 New
$0
$8.26 Million 0.0% of portfolio
74
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 571
  • Current Value $176 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 25, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 89 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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