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Filers›Holding Co.›Vermillion & White Wealth Management Group, LLC
DOSSIER · 13F-HR · Q1 2026

Vermillion & White Wealth Management Group, LLC

Vermillion & White Wealth's holding co. based in Stamford, CT — $174M in tracked AUM across 65 positions as of Q1 2026.

V&
Vermillion & White Wealth·Stamford, CT·Holding Co.
CIK 0001862443 · last filed Mar 31, 2026
Total AUM
$174M
▲ 17.5%
vs prior
Holdings
65
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Vermillion & White Wealth Management Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$39M60K22.7%
02
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$17M442K9.9%
03
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
$17M399K9.7%
04
02072L185
ASTORIA US QUALITY GROWTH KINGS ETF
$16M545K9.0%
05
ROE
ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF
$10M291K5.9%
06
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$9M258K5.0%
07
DMBS
DOUBLELINE MORTGAGE ETF
$7M143K4.1%
08
02072Q663
ASTORIA DYNAMIC CORE US FIXED INCOME ETF
$6M255K3.7%
09
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$6M215K3.2%
10
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
$5M103K2.8%

Filing history

Filing history loading…
AI Agent · grounded in Vermillion
haiku-4-5 · 65 positions indexed
Sector mix
  • Tech24%
  • Health Care6%
  • Cons. Disc.8%
  • Communications15%
  • Energy13%
  • Other34%
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