Vermillion & White Wealth Management Group, LLC
•CIK: 1862443•Filing: Q4 2025
**Vermillion & White Wealth Management Group, LLC** manages $184M across a diversified portfolio of 575 positions. The fund exhibits significant concentration in core market indices and thematic growth areas, notably allocating $40.5M to IVV and $18.4M to DFAI. Further substantial exposure includes $16.9M in DFCF and $16.0M in GQQQ, indicating a focus on established market leaders and targeted sector opportunities. This structure suggests a disciplined, large-cap oriented approach to wealth preservation and growth.
Total AUM
$183.6M
QoQ Performance
+4.5%
Positions
575
Top 10 Concentration
73.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
DFAI
DFCF
GQQQ
ROE
IVV22.0%
DFAI10.0%
DFCF9.2%
GQQQ8.7%
ROE5.4%
DFAE4.0%
DFSD3.6%
SPTI3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.7%
ETF22.7%
Technology3.3%
Consumer0.7%
Consumer Staples0.6%
Financial0.3%
Healthcare0.3%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
—
INVESCO BLETSHS 2025 MNPL BND ETF
SOLD
$602.0K
+372 more exited positions
Changes from Q3 2025
NEW7 new positions
↑100 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023