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CIK: 0001737012
Total reported value
$426.5M
$426.5M
1562 檔
27.9%
According to the latest 13F quarterly dataset, Vermillion Wealth Management, Inc. managed an equity portfolio of $426.5M at the end of Q1 2026, spanning 1562 distinct U.S. exchange-listed positions.
In Q1 2026, Vermillion Wealth Management, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 137 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1562 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 17.90% | -4.82% | +3.62% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.08% | -3.58% | -5.51% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.18% | -3.41% | -5.36% | |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.42% | -1.93% | +26.18% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 5.22% | -1.80% | +11.99% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.83% | -0.79% | +1.33% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.40% | -1.10% | -3.94% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.95% | -1.73% | -3.69% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.43% | -0.66% | +8.70% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.23% | -0.75% | +1.26% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.84% | -0.61% | +8.99% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.39% | -1.38% | +221.08% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.48% | -2.32% | |
| 14 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.30% | -0.47% | +4.24% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | -0.38% | +6.62% | |
| 16 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.14% | -0.23% | +16.26% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.08% | -0.46% | +7.29% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.03% | -0.66% | +3.10% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | -0.38% | +15.35% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.49% | +10.23% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | -0.22% | +37.14% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | -0.26% | -0.20% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | -0.27% | +12.81% | |
| 24 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.60% | -0.24% | — | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.57% | -0.20% | +15.41% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.56% | -0.18% | +0.54% | |
| 27 | DFIS | Dimensional International Sm | ETF-Other | 0.54% | -0.21% | +54.86% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | -0.27% | +54.40% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.51% | -0.37% | +3.79% | |
| 30 | XEL | Xcel Energy Inc | Stock-Utilities | 0.51% | -0.21% | +0.62% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.29% | +15.70% | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.50% | -0.12% | +28.77% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.50% | -0.40% | -3.58% | |
| 34 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.49% | -0.15% | +21.40% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.45% | -0.15% | -0.49% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.18% | -2.22% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.20% | -10.13% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.19% | +10.34% | |
| 39 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.39% | -0.12% | +0.24% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.18% | +22.26% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | -0.12% | +0.99% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.30% | -0.13% | +0.33% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | -0.15% | +10.74% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.11% | +0.45% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.26% | -0.26% | EXIT | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.22% | +9.90% | |
| 47 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.23% | -0.08% | +1.38% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.23% | -0.07% | +1.96% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.23% | -0.09% | -3.41% | |
| 50 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.22% | -0.12% | -15.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFGX | Dimsnl Intr Cf In Etf-usd In | +1.1% | +26.18% | Add |
| 2 | UNH | Unitedhealth Group Inc | +0.8% | +221.08% | Add |
| 3 | DFAI | Dimensional International Co | +0.5% | +11.99% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +8.99% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.2% | +37.14% | Add |
| 6 | DFAE | Dimensional Emerging Core Eq | +0.2% | +8.70% | Add |
| 7 | DFIS | Dimensional International Sm | +0.2% | +54.86% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | +54.40% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | -0.20% | Trim |
| 10 | DFAT | Dimensional US Target Value | +0.1% | +28.77% | Add |
| 11 | PICK | Ishares Msci Global Metals & | +0.1% | +21.40% | Add |
| 12 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +16.26% | Add |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +15.35% | Add |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +12.81% | Add |
| 15 | XME | Ss Spdr S&p Metals Mining | +0.1% | +15.41% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +9.90% | Add |
| 17 | CVX | Chevron CORP | +0.1% | +14.90% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +10.34% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | +26.44% | Add |
| 20 | DE | Deere & Co | 0% | +1.96% | Add |
| 21 | COP | Conocophillips | 0% | +1.26% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +71.43% | Add |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +13.62% | Add |
| 24 | VDE | Vanguard Energy ETF | 0% | +0.61% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +104.06% | Add |
| 26 | CF | Cf Industries Holdings Inc | 0% | -1.18% | Trim |
| 27 | XEL | Xcel Energy Inc | 0% | +0.62% | Add |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | +3.79% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +15.81% | Add |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +10.24% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +25.79% | Add |
| 32 | LMT | Lockheed Martin CORP | 0% | +3.03% | Add |
| 33 | FAST | Fastenal Co | 0% | +5.96% | Add |
| 34 | GLW | Corning Inc | 0% | +36.79% | Add |
| 35 | AMZN | Amazon.com Inc | 0% | +15.70% | Add |
| 36 | MU | Micron Technology Inc | 0% | +45.06% | Add |
| 37 | GLD | Spdr Gold Shares | 0% | +4.42% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | +11.04% | Add |
| 39 | WM | Waste Management Inc | 0% | +19.19% | Add |
| 40 | GLDM | Spdr Gold Minishares Trust | 0% | — | Unchanged |
| 41 | SO | Southern Co/the | 0% | +1.81% | Add |
| 42 | STX | Seagate Technology Holdings plc | 0% | +7.49% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +23.39% | Add |
| 44 | VZ | Verizon Communications Inc | 0% | +16.47% | Add |
| 45 | T | At&t Inc | 0% | +15.18% | Add |
| 46 | EPD | Enterprise Products Partners | 0% | +0.04% | Add |
| 47 | GS | Goldman Sachs Group Inc | 0% | +18.26% | Add |
| 48 | MPC | Marathon Petroleum CORP | 0% | +33.33% | Add |
| 49 | MA | Mastercard Inc - A | 0% | +152.63% | Add |
| 50 | LIN | Linde plc | 0% | +33.00% | Add |
According to official SEC Form 13F filings, Vermillion Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.5M across 1562 disclosed positions in Q1 2026.
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 27.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IJT
市值: $52.1K
Top Position Liquidated / Trimmed
DBA
前期市值: $54.5K
During Q1 2026, Vermillion Wealth Management, Inc.'s top holdings by market value included DFUS (17.9%)、BND (9.1%)、DFCF (8.2%). The largest single position, DFUS, represented 17.9% of total portfolio value.
In Q1 2026, Vermillion Wealth Management, Inc. made 198 total portfolio adjustments, initiating 13 new buys, adding to 137 positions, trimming 43 holdings, and fully liquidating 5 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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