Vermillion & White Wealth Management Group, LLC Portfolio Holdings

Vermillion & White Wealth Management Group, LLC

  • $154 Billion
  • Q2 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.1 Million 0.03% of portfolio
2,166
Q2 2025 Added 37.18%
$0
$32.6 Million 0.02% of portfolio
1,528
Q2 2025 Added 2.14%
$0
$24.1 Million 0.02% of portfolio
1,899
Q2 2025 Added 2.59%
$0
$27.6 Million 0.02% of portfolio
1,986
Q2 2025 Added 2.53%
$0
$16.5 Million 0.01% of portfolio
500,000
Q2 2025 Added 67.68%
$38M
$2.1 Million 0.0% of portfolio
370
Q2 2025 New
$2.93M
$27,000 0.0% of portfolio
136
Q4 2024 New
$46.3M
$47,000 0.0% of portfolio
50
Q1 2024 Reduced 50.0%
$16M
$19,000 0.0% of portfolio
200
Q2 2025 Added 100.0%
$15M
$189,000 0.0% of portfolio
22
Q4 2024 New
$0
$1.46 Million 0.0% of portfolio
101
Q4 2024 New
$0
$4.14 Million 0.0% of portfolio
74
Q2 2025 New
$0
$21,000 0.0% of portfolio
29,860
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 538
  • Current Value $154 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 158 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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