Vermillion & White Wealth Management Group, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 538 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 $34.5B, Astoria Us Quality Growth Kings ETF with a value of $16.9B, Dimensional ETF Tr Core Fxd In with a value of $15.1B, Dimensional ETF Tr with a value of $13.1B, and Astoria Us Equal Wt Qlt Kings ETF with a value of $7.16B.
Examining the 13F form we can see an increase of $15.7B in the current position value, from $138B to 154B.
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
$154 Billion
ETFs: $107 Billion
Technology: $4.76 Billion
Consumer Defensive: $2.07 Billion
Financial Services: $1.6 Billion
Consumer Cyclical: $1.22 Billion
Healthcare: $1.11 Billion
Industrials: $1.11 Billion
Utilities: $837 Million
Other: $1.74 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
