Institutional filer · SEC 13F · Q3 2025

Vermillion & White Wealth Management Group, LLC

The reported 13F portfolio of Vermillion & White Wealth Management Group, LLC (CIK 1862443) - top holdings, how concentrated the book is, and what changed last quarter.

$175.7M
Reported book
570
Positions
#227
of 360 filers

The verdict

Vermillion & White Wealth Management Group, LLC runs a focused institutional book - $175.7M across 570 reported positions as of Q3 2025, a concentrated portfolio led by a few core positions.

$175.7M
reported 13F value
570
disclosed positions
21.8%
in ISHARES CORE S&P 500
#227
of 360 filers

Reflects long US-equity positions reported to the SEC as of Q3 2025; 13F excludes shorts, cash, non-US and most derivatives, so this is not total AUM.

How to read this page

This page reconstructs an institutional manager's reported equity portfolio from its quarterly SEC Form 13F-HR filings. Any investment manager with at least $100 million in qualifying US-listed equity assets must file a 13F with the Securities and Exchange Commission within 45 days of each quarter-end, disclosing the long positions it held on the last day of that quarter. The "reported book" shown here is the total market value of those disclosed positions, it is not the firm's total assets under management, because 13F covers only long US-listed equities and a defined set of options and convertibles. Short positions, cash, private holdings, sovereign debt, most fixed income, non-US equities, and derivatives are all excluded by rule, so a manager's true economic exposure can differ materially from what appears here. "Positions" counts the distinct securities disclosed; "% of book" shows how much weight each holding carries. Treat these figures as a quarter-lagged snapshot for understanding how a manager is positioned - not as live holdings or investment advice. Each line traces back to a specific filing on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported book

$175.7M

13F equity value

Positions

570

Disclosed securities

Top-5 weight

55%

Of reported book

Largest position

21.8%

ISHARES CORE S&P 5

Concentrated book

Top-5 position weight

0%100%55%
Top-5 position weight
Share of the book in its 5 largest positions · Q3 2025
Top-5 position weight 54.8%

The five largest positions make up about 55% of Vermillion & White Wealth Management Group, LLC's reported book as of Q3 2025.

Vermillion & White Wealth Management Group, LLC's largest reported positions
  1. 1

    21.8% of book

  2. 2
  3. 3

    9.3% of book

  4. 4
  5. 5
  6. 6

Top 6 of 570 positions by value · Q3 2025

Top Reported Holdings

Latest Quarter Trades · Q3 2025

Reading Vermillion & White Wealth Management Group, LLC's book

A few core positions drive most of this book.

  • Open any holding to see who else owns it and how concentrated that stock is. Browse stocks
  • Compare this manager against the largest 13F filers by book size. Top funds by AUM
  • Remember 13F shows long positions only, not total AUM, shorts or non-US holdings. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged quarterly snapshot; positions may have changed since the filing date.

Frequently Asked Questions

How big is Vermillion & White Wealth Management Group, LLC's 13F portfolio?
Vermillion & White Wealth Management Group, LLC reports $175.7M of long US-equity positions across 570 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
What is Vermillion & White Wealth Management Group, LLC's largest position?
Vermillion & White Wealth Management Group, LLC's largest reported position is ISHARES CORE S&P 500 ETF at $38.3M, about 21.8% of its reported book as of Q3 2025.
What did Vermillion & White Wealth Management Group, LLC trade last quarter?
In its Q3 2025 filing, Vermillion & White Wealth Management Group, LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Where does Vermillion & White Wealth Management Group, LLC's holdings data come from?
Every figure renders live from Vermillion & White Wealth Management Group, LLC's SEC Form 13F-HR filings in EDGAR, a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.