Vermillion & White Wealth Management Group, LLC
All 13F Filings
- Location
- Phoenixville, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 196,595
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 67 | 196,595 | 13F-HR | Vermillion & White Wealth Management Group, LLC |
| Q2 2026 | 8/18/2026 | 69 | 197,703 | 13F-HR | Vermillion & White Wealth Management Group, LLC |
| Q1 2026 | 5/15/2026 | 65 | 173,646 | 13F-HR/A - RESTATEMENT | Vermillion & White Wealth Management Group, LLC |
| Q1 2026 | 5/13/2026 | 63 | 127,741 | 13F-HR | Vermillion & White Wealth Management Group, LLC |
| Q4 2025 | 2/18/2026 | 576 | 183,901 | 13F-HR | Vermillion & White Wealth Management Group, LLC |
| Q3 2025 | 11/26/2025 | 570 | 175,710 | 13F-HR | Vermillion & White Wealth Management Group, LLC |
| Q2 2025 | 8/13/2025 | 537 | 153,810 | 13F-HR | Vermillion & White Wealth Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.24 K | 9.3% | 116 | 0 | 116 |
| ETFs | 178.4 K | 90.7% | 0 | 1.229 K | -1.229 K |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
196,595
Holdings
67
QoQ value change ($000)
-1,108
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.