Vermillion & White Wealth Management Group, LLC

CIK

1862443

Location

PHOENIXVILLE, PA

Portfolio Value

Micro $9,175,280

Diversification

Diversified

Filing Date

Global Rank

#8,157 / 8,605 ▼ 229 · as of Mar 2026

Top Industry

Consumer Electronics 18.7%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed May 15, 2026 · 55d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.1%

SPY

+54.1%

Annualised alpha

-2.3%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.7%

+7.9 pts

Top 5

63.4%

+26.4 pts

Top 10

87.1%

+38.2 pts

HHI

1,035

Diversified+670

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	49.5%	$4,541,756	4
Consumer Defensive	16.7%	$1,536,227	2
Consumer Cyclical	11.1%	$1,016,793	2
Financial Services	8.4%	$773,962	2
Utilities	6.0%	$554,846	2
Industrials	5.5%	$504,682	2
Communication Services	2.7%	$247,014	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
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
GOOGL	Alphabet Inc.	+55	859	$247,014
ALL	Allstate Corp	+38	1,312	$272,030
EXC	Exelon Corp	+1	4,141	$202,991
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
MO	Altria Group, Inc.	−72	14,583	$962,332
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.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CB	Chubb Ltd	1,540	$501,932
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,120	$218,299
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
GSK	GSK plc	2,575	$126,278
AEP	American Electric Power Co Inc	1,018	$117,385
SO	Southern Co	1,256	$109,523
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
BTC	Grayscale Bitcoin Mini Trust ETF	2,200	$85,206
SOFI	SoFi Technologies, Inc.	3,197	$83,697
BRK-B	Berkshire Hathaway Inc	164	$82,434
UBER	Uber Technologies, Inc	1,000	$81,710
PG	PROCTER & GAMBLE Co	515	$73,804
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $9,175,280 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	6,757	+195	$1,714,859	−3.9%	18.69%
MSFT	Microsoft Corp Technology	Added	3,977	+162	$1,472,166	−20.2%	16.04%
MO	Altria Group, Inc. Consumer Defensive	Reduced	14,583	-72	$962,332	+13.9%	10.49%
AVGO	Broadcom Inc. Technology	Reduced	2,841	-2	$879,317	−10.6%	9.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,779	+173	$787,052	−5.4%	8.58%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	3,471	-18	$573,895	+2.5%	6.25%
CB	Chubb Ltd Financial Services	NEW	1,540	NEW	$501,932	NEW	5.47%
NVDA	Nvidia Corp Technology	Added	2,726	+170	$475,414	−0.3%	5.18%
CEG	Constellation Energy Corp Utilities	Reduced	1,260	-4	$351,855	−21.2%	3.83%
ALL	Allstate Corp Financial Services	Added	1,312	+38	$272,030	+2.6%	2.96%
WM	Waste Management Inc Industrials	Added	1,176	+101	$270,233	+14.4%	2.95%
GOOGL	Alphabet Inc. Communication Services	Added	859	+55	$247,014	−1.8%	2.69%
J	Jacobs Solutions Inc. Industrials	Held	1,842	0	$234,449	−3.9%	2.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	618	-4	$229,741	−17.9%	2.50%
EXC	Exelon Corp Utilities	Added	4,141	+1	$202,991	+12.5%	2.21%