Vermillion & White Wealth Management Group, LLC
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.
Portfolio Concentration
20 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.2% | $4,541,756 |
| Unclassified | 14.8% | $1,635,063 |
| Consumer Defensive | 13.9% | $1,536,227 |
| Consumer Cyclical | 9.2% | $1,016,793 |
| Financial Services | 7.0% | $773,962 |
| Utilities | 5.0% | $554,846 |
| Industrials | 4.6% | $504,682 |
| Communication Services | 2.2% | $247,014 |
| Energy | 2.0% | $215,298 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | +13,010 | 15,452 | $657,328 | |
| XOM | ExxonMobil Holdings Corp | +230 | 1,269 | $215,298 | |
| AAPL | Apple Inc. | +195 | 6,757 | $1,714,859 | |
| AMZN | Amazon Com Inc | +173 | 3,779 | $787,052 | |
| NVDA | Nvidia Corp | +170 | 2,726 | $475,414 | |
| MSFT | Microsoft Corp | +162 | 3,977 | $1,472,166 | |
| WM | Waste Management Inc | +101 | 1,176 | $270,233 | |
| ALL | Allstate Corp | +38 | 1,312 | $272,030 | |
| XONE | BondBloxx Bloomberg One Year Target Duration US Treasury ETF | +27 | 7,765 | $384,522 | |
| EXC | Exelon Corp | +1 | 4,141 | $202,991 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −322 | 859 | $247,014 | |
| MO | Altria Group, Inc. | −72 | 14,583 | $962,332 | |
| CGBL | Capital Group Core Balanced ETF | −44 | 8,960 | $308,313 | |
| PM | Philip Morris International Inc. | −18 | 3,471 | $573,895 | |
| CEG | Constellation Energy Corp | −4 | 1,260 | $351,855 | |
| TSLA | Tesla, Inc. | −4 | 618 | $229,741 | |
| AVGO | Broadcom Inc. | −2 | 2,841 | $879,317 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 1,120 | $218,299 | |
| CGGR | Capital Group Growth ETF | 4,417 | $196,423 | |
| CGUS | Capital Group Core Equity ETF | 4,365 | $175,603 | |
| KO | Coca Cola Co | 2,440 | $170,580 | |
| JPM | Jpmorgan Chase & Co | 510 | $164,332 | |
| NEM | NEWMONT Corp /DE/ | 1,640 | $163,754 | |
| JNJ | Johnson & Johnson | 776 | $160,593 | |
| GLD | Spdr Gold Trust | 398 | $157,731 | |
| META | Meta Platforms, Inc. | 219 | $144,559 | |
| PFE | Pfizer Inc | 5,553 | $138,269 | |
| CGDG | Capital Group Dividend Growers ETF | 3,675 | $130,977 | |
| CGGO | Capital Group Global Growth Equity ETF | 3,647 | $126,368 | |
| GSK | GSK plc | 2,575 | $126,278 | |
| AEP | American Electric Power Co Inc | 1,018 | $117,385 | |
| SO | Southern Co | 1,256 | $109,523 | |
| CGCB | Capital Group Core Bond ETF | 4,063 | $107,750 | |
| SLV | iShares Silver Trust | 1,655 | $106,615 | |
| TIC | TIC Solutions, Inc. | 10,000 | $101,100 | |
| SCHW | Schwab Charles Corp | 1,010 | $100,909 | |
| MRK | Merck & Co., Inc. | 950 | $99,997 | |
| CVX | Chevron Corp | 655 | $99,828 | |
| ABBV | AbbVie Inc. | 432 | $98,707 | |
| MMM | 3M Co | 599 | $95,899 | |
| WMT | Walmart Inc. | 829 | $92,358 | |
| COF | Capital One Financial Corp | 376 | $91,127 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 6,757 | $1,714,859 | 15.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,977 | $1,472,166 | 13.35% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 14,583 | $962,332 | 8.73% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,841 | $879,317 | 7.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,779 | $787,052 | 7.14% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 15,452 | $657,328 | 5.96% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 3,471 | $573,895 | 5.21% | |
| CB |
Chubb Ltd
Financial Services
|
NEW | 1,540 | $501,932 | 4.55% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,726 | $475,414 | 4.31% | |
| XONE |
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
|
Added | 7,765 | $384,522 | 3.49% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 1,260 | $351,855 | 3.19% | |
| CGBL |
Capital Group Core Balanced ETF
|
Reduced | 8,960 | $308,313 | 2.80% | |
| CGGE |
Capital Group Global Equity ETF
|
NEW | 9,341 | $284,900 | 2.58% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 1,312 | $272,030 | 2.47% | |
| WM |
Waste Management Inc
Industrials
|
Added | 1,176 | $270,233 | 2.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 859 | $247,014 | 2.24% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Held | 1,842 | $234,449 | 2.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 618 | $229,741 | 2.08% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 1,269 | $215,298 | 1.95% | |
| EXC |
Exelon Corp
Utilities
|
Added | 4,141 | $202,991 | 1.84% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.