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Manager record

Vermillion & White Wealth Management Group, LLC

Phoenixville, PA · CIK 1862443 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$197.70MReported 13F valueQ2 2026 · as filed
69Holdings listed
+13.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $153.8M$153.8MQ2 2025538 holdingsQ3 2025: $175.7M$175.7MQ3 2025571 holdingsQ4 2025: $183.9M$183.9MQ4 2025577 holdingsQ1 2026: $173.6M$173.6MQ1 202666 holdingsQ2 2026: $197.7M$197.7MQ2 202669 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 19 2026 13F-HR · period Q2 2026

$197.70M · 69 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR/A · period Q1 2026

$173.65M · 66 holdings listed · amendment (restatement) · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$127.74M · 64 holdings listed · View original SEC filing ↗
Feb 18 2026 13F-HR · period Q4 2025

$183.90M · 577 holdings listed · View original SEC filing ↗
Nov 26 2025 13F-HR · period Q3 2025

$175.71M · 571 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$153.81M · 538 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 19, 2026 · Change methodology