Vermillion & White Wealth Management Group, LLC

DOSSIER · 13F-HR · Q1 2026

Vermillion & White Wealth Management Group, LLC

$174M in tracked AUM across 65 positions as of Q1 2026.

V&

CIK 0001862443 · last filed Mar 31, 2026

Total AUM

$174M

as of Q1 2026

Holdings

65

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · 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