Vermillion & White Wealth Management Group, LLC
Q4 2025 13F Holdings
- Locationphoenixville, PA
- Num holdings
576
- Value ($000)
$183,901
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001862443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | UIE | 464287200 | $40.48M | 22 % | 59,099 | ||
DIMENSIONAL INTERN CORE EQT MKT ETF | UIE | 25434V203 | $18.37M | 10 % | 481,178 | ||
DIMENSIONAL CORE FIXED INCOME ETF | UIE | 25434V872 | $16.86M | 9 % | 395,624 | ||
ASTORIA US QUALITY GROWTH KINGS ETF | UIE | 02072L185 | $15.96M | 9 % | 531,686 | ||
ASTORIA US EQUAL WT QLT KINGS ETF | UIE | 02072L433 | $9.83M | 5 % | 278,325 | ||
DIMENSIONAL EMERG CORE EQY MRKT ETF | UIE | 25434V302 | $7.38M | 4 % | 226,740 | ||
DIMENSIONAL SHRT DRT FXDINCM ETF | UIE | 25434V864 | $6.55M | 4 % | 136,377 | ||
ST STRT SPDR PRTFL INTDTTM TSRY ETF | UIE | 78464A672 | $6.11M | 3 % | 211,741 | ||
EA ASTORIA DYNMC CRE US FXD INCM ETF | UIE | 02072Q663 | $6.06M | 3 % | 239,729 | ||
INVSC KBW BANK ETF | UIE | 46138E628 | $4.42M | 2 % | 52,187 |
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