Vermillion & White Wealth Management Group, LLC
Vermillion & White Wealth Management Group, LLC is an Investment Adviser institutional filer with the SEC under CIK 1862443, reporting 69 portfolio positions, with 17 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: PA
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-18
Top 10 portfolio positions
The largest reported holdings in Vermillion & White Wealth Management Group, LLC's most recent 13F filing, ranked by reported market value.
- ISHARES CORE S&P 500 ETF (IVV)
- ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ)
- DIMENSIONAL CORE FIXED INCOME ETF (DFCF)
- DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)
- ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF (ROE)
- DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE)
- DOUBLELINE MORTGAGE ETF (DMBS)
- ASTORIA DYNAMIC CORE US FIXED INCOME ETF (AGGA)
- PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD)
- INVESCO KBW BANK ETF (KBWB)
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