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CIK: 0001737012
Total reported value
$426.5M
$426.5M
621 檔
27.5%
As reported in its official Q4 2025 Form 13F filing, Vermillion Wealth Management, Inc.'s tracked investment portfolio stood at $426.5M with 621 total positions.
In Q4 2025, Vermillion Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 36 holdings to manage risk exposure.
Showing top 200 holdings (of 621 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 18.71% | -4.82% | -4.48% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.01% | -3.58% | +4.82% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.02% | -3.41% | +7.45% | |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.28% | -1.93% | +35.50% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.72% | -1.80% | -2.19% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.23% | -0.79% | -0.98% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.59% | -1.10% | -3.72% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.33% | -1.73% | +43.15% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.33% | -0.75% | -4.71% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.23% | -0.66% | -1.66% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.56% | -0.61% | -1.38% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -0.48% | +9.66% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.37% | -0.38% | +5.33% | |
| 14 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.30% | -0.47% | -13.93% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.46% | +4.80% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.09% | -0.66% | +51.38% | |
| 17 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.05% | -0.23% | -0.76% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.49% | +21.07% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | -0.38% | -9.23% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.27% | -3.22% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | -0.26% | +15.28% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | -0.22% | +3.88% | |
| 23 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.62% | -0.24% | +3.29% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | -0.18% | -1.20% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | -1.38% | +1319.51% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.54% | -0.40% | +114.33% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.20% | -1.30% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.29% | +36.61% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | -0.37% | +127.27% | |
| 30 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.49% | -0.20% | -3.58% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.18% | +3.23% | |
| 32 | XEL | Xcel Energy Inc | Stock-Utilities | 0.49% | -0.21% | +3.98% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.47% | -0.15% | -2.52% | |
| 34 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.43% | -0.12% | +0.21% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | -0.27% | +118.33% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.18% | -0.56% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.39% | -0.12% | +6.67% | |
| 38 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.38% | -0.15% | +5.28% | |
| 39 | DFIS | Dimensional International Sm | ETF-Other | 0.36% | -0.21% | +14.23% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.35% | -0.13% | +8.87% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.19% | +0.29% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.15% | +28.98% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.32% | -0.11% | +2.91% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | -0.12% | +8.24% | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.30% | -0.01% | +25005.56% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.30% | -0.10% | +6.60% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.27% | -0.06% | — | |
| 48 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.27% | -0.12% | -8.18% | |
| 49 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.25% | -0.08% | +1.73% | |
| 50 | DFIC | Dimensional International Co | ETF-Other | 0.24% | -0.09% | +0.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +6% | -4.48% | Trim |
| 2 | BND | Vanguard Total Bond Market | +3.6% | +4.82% | Add |
| 3 | DFCF | Dimensional Core Fixed Inc | +3.4% | +7.45% | Add |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | +2.6% | +35.50% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +1.8% | +43.15% | Add |
| 6 | LLY | Eli Lilly & Co | +0.8% | +5.33% | Add |
| 7 | SCHX | Schwab US Large-cap ETF | +0.6% | +51.38% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.5% | +1319.51% | Add |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | +0.4% | +114.33% | Add |
| 10 | SCHF | Schwab Intl Equity ETF | +0.4% | +127.27% | Add |
| 11 | CAT | Caterpillar Inc | +0.4% | +15.28% | Add |
| 12 | OXY | Occidental Petroleum CORP | +0.3% | +25005.56% | Add |
| 13 | DFNM | Dimensional National Muni Bd | +0.3% | -13.93% | Trim |
| 14 | SWSBX | Schwab Short-term Bond Index | — | EXIT | Sold out |
| 15 | DFUSX | Dfa US Lrg Comp Port-inst | — | EXIT | Sold out |
| 16 | SNSXX | Schwab US Treasury Money-inv | — | EXIT | Sold out |
| 17 | VTEAX | Vanguard T/e Bond Index-adm | — | EXIT | Sold out |
| 18 | SWPPX | Schwab S&p 500 Index-sel | — | EXIT | Sold out |
| 19 | SWAGX | Schwab US Agg Bnd Indx | — | EXIT | Sold out |
| 20 | VFIAX | Vanguard 500 Index-adm | — | EXIT | Sold out |
| 21 | SNOXX | Schwab Trsry Obl Mny-inv | — | EXIT | Sold out |
| 22 | SWVXX | Schwa Prime Adv Money Fd-inv | — | EXIT | Sold out |
| 23 | DMNBX | Dfa Mn Municipal Bnd-inst | — | EXIT | Sold out |
| 24 | SUTXX | Schwab US Treasury Money-ult | — | EXIT | Sold out |
| 25 | DFQTX | Dfa US Core Eqty 2 Port-inst | — | EXIT | Sold out |
| 26 | SWTSX | Schwab Tot Stk Mrkt Indx | — | EXIT | Sold out |
| 27 | DHRIX | Diamond Hill Core Bond-i | — | EXIT | Sold out |
| 28 | DFSMX | Dfa Shrt-trm Muni Bnd-inst | — | EXIT | Sold out |
| 29 | B 0 12-11-25Bond | Treasury Bill | — | EXIT | Sold out |
| 30 | SWTXX | Schwab Municipal Money-inv | — | EXIT | Sold out |
| 31 | T 2.375 04-30-26Bond | US Treasury N/b | — | EXIT | Sold out |
| 32 | SCOXX | Schwab Trsry Obl Mny-ult | — | EXIT | Sold out |
| 33 | VIMAX | Vanguard Mid Cap Index-adm | — | EXIT | Sold out |
| 34 | MN MNS 5 08-01-2026Bond | Minnesota St-d-ref | — | EXIT | Sold out |
| 35 | DFAPX | Dfa Investment Grade Port | — | EXIT | Sold out |
| 36 | DFXIX | Dfa Diversifed Fix Inc-inst | — | EXIT | Sold out |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 38 | SWISX | Schwab Intl Indx | — | EXIT | Sold out |
| 39 | MN RSM 4 02-01-2048Bond | Rosemount - A | — | EXIT | Sold out |
| 40 | SWSSX | Schwab Small-cap Index | — | EXIT | Sold out |
| 41 | FTRNX | Fidelity Trend Fund | — | EXIT | Sold out |
| 42 | B 0 12-04-25Bond | Treasury Bill | — | EXIT | Sold out |
| 43 | DREVX | Bnym Large Cap Securities | — | EXIT | Sold out |
| 44 | SCMIX | Columbia Slgm Tech & Info-i2 | — | EXIT | Sold out |
| 45 | T 2.25 11-15-25Bond | US Treasury N/b | — | EXIT | Sold out |
| 46 | MN SWHSCD 4 02-01-2042Bond | S Washington Co#833-a | — | EXIT | Sold out |
| 47 | DFSTX | Dfa US Small Cap Portfolio | — | EXIT | Sold out |
| 48 | MN HLSSCD 4 02-01-2040Bond | Hills Beaver Cr Isd#6 | — | EXIT | Sold out |
| 49 | MN ELKSCD 4 02-01-2041Bond | Elk River Isd#728-a | — | EXIT | Sold out |
| 50 | FWMIX | Amer Fnd Wash Mut Inv-f3 | — | EXIT | Sold out |
According to official SEC Form 13F filings, Vermillion Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.5M across 621 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, BND, DFCF) accounted for 27.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
FNDX
市值: $581.1K
Top Position Liquidated / Trimmed
SWSBX
前期市值: $15.2M
During Q4 2025, Vermillion Wealth Management, Inc.'s top holdings by market value included DFUS (18.7%)、BND (10.0%)、DFCF (9.0%). The largest single position, DFUS, represented 18.7% of total portfolio value.
In Q4 2025, Vermillion Wealth Management, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 2 holdings, and fully liquidating 36 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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