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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.7B
$12.8 Million 0.01% of portfolio
90
Q4 2023 New
$7.96B
$10.4 Million 0.01% of portfolio
472
Q3 2025 New
Solventum Corp
-
$9.71 Million 0.01% of portfolio
-
Q3 2025 Added 9.92%
$103B
$21.2 Million 0.01% of portfolio
281
Q3 2025 Added 0.72%
$17.5B
$24.6 Million 0.01% of portfolio
71
Q3 2025 Reduced 25.26%
$0
$24.3 Million 0.01% of portfolio
527
Q3 2025 Reduced 44.23%
$512B
$20.5 Million 0.01% of portfolio
36
Q3 2025 Added 227.27%
$224B
$15.2 Million 0.01% of portfolio
50
Q3 2025 New
$0
$18.8 Million 0.01% of portfolio
90
Q3 2024 Reduced 30.77%
$0
$16.7 Million 0.01% of portfolio
508
Q3 2025 Added 10.43%
$11.9B
$9.94 Million 0.01% of portfolio
130
Q1 2025 Reduced 99.59%
$0
$9.87 Million 0.01% of portfolio
38
Q4 2023 New
$47.4B
$22.4 Million 0.01% of portfolio
331
Q3 2025 Added 106.88%
$0
$17.8 Million 0.01% of portfolio
349
Q3 2025 Reduced 20.32%
$0
$26 Million 0.01% of portfolio
359
Q1 2024 New
Kenvue Inc
-
$10.6 Million 0.01% of portfolio
-
Q3 2025 New
$0
$14.9 Million 0.01% of portfolio
150
Q2 2024 New
$2.18B
$22.1 Million 0.01% of portfolio
2,000
Q3 2025 Added 5.26%
$50.1B
$17.4 Million 0.01% of portfolio
145
Q3 2025 Reduced 11.59%
$268B
$16.9 Million 0.01% of portfolio
101
Q3 2025 Added 158.97%
$8.2B
$9.64 Million 0.01% of portfolio
166
Q3 2025 New
$0
$18 Million 0.01% of portfolio
300
Q1 2025 Reduced 16.2%
$76.2B
$12.5 Million 0.01% of portfolio
200
Q2 2024 Reduced 33.33%
$8.21B
$23.5 Million 0.01% of portfolio
320
Q3 2025 Reduced 46.31%
$32.7B
$14.5 Million 0.01% of portfolio
96
Q3 2025 New
Tema American Reshoring ETF
-
$10.3 Million 0.01% of portfolio
-
Q4 2024 New
$0
$15.5 Million 0.01% of portfolio
1,337
Q1 2024 New
$0
$15.1 Million 0.01% of portfolio
1,000
Q3 2025 New
$156B
$13.2 Million 0.01% of portfolio
119
Q3 2025 Added 70.0%
$28.1B
$25.2 Million 0.01% of portfolio
500
Q3 2025 New
$94.5B
$24.9 Million 0.01% of portfolio
73
Q3 2025 Reduced 33.64%
$15.9B
$19.7 Million 0.01% of portfolio
60
Q3 2025 Reduced 23.08%
T Rowe Price Cptl Aprctneqt ETF
-
$12.1 Million 0.01% of portfolio
-
Q3 2025 Added 17.58%
$0
$24.6 Million 0.01% of portfolio
997
Q1 2024 New
$37.9B
$23.5 Million 0.01% of portfolio
285
Q3 2025 Reduced 31.98%
Ge Vernova Inc
-
$15.4 Million 0.01% of portfolio
-
Q3 2025 Added 31.58%
$0
$21.7 Million 0.01% of portfolio
150
Q3 2025 New
$22.8B
$21.8 Million 0.01% of portfolio
207
Q3 2025 Reduced 24.18%
$8.36B
$9.16 Million 0.01% of portfolio
500
Q3 2025 New
Pimco Ultra Short Govt Actv ETF
-
$9.71 Million 0.01% of portfolio
-
Q3 2025 New
$13.8B
$22 Million 0.01% of portfolio
187
Q3 2025 Reduced 31.25%
$68.5B
$15 Million 0.01% of portfolio
110
Q3 2025 Added 1,000.0%
$367B
$13.1 Million 0.01% of portfolio
32
Q3 2025 Reduced 86.55%
$84.4B
$16.3 Million 0.01% of portfolio
83
Q3 2025 New
$0
$14.2 Million 0.01% of portfolio
200
Q3 2024 Reduced 32.43%
$74.9B
$22.9 Million 0.01% of portfolio
88
Q3 2025 Reduced 29.03%
$143B
$9.08 Million 0.01% of portfolio
271
Q3 2024 Added 0.37%
$41.4B
$22.8 Million 0.01% of portfolio
254
Q3 2025 Reduced 30.98%
$64.5B
$11.3 Million 0.01% of portfolio
35
Q3 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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