1y return+11.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $112 against $121 in the S&P 500.2
Vermillion Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFUSDimensional Etf Trust | $55.8M | 13.1% | +5.9% |
| BNDVanguard Bd Index Fds | $23.5M | 5.5% | +1.8% |
| DFCFDimensional Etf Trust | $20.3M | 4.8% | −2.3% |
| DFGXDimensional Etf Trust | $19.1M | 4.5% | +14.5% |
| SWSBXSchwab Short-term Bond Index | $18.1M | 4.2% | New |
| SUTXXSchwab Us Treasury Money Ultra | $16.0M | 3.8% | New |
| DFAIDimensional Etf Trust | $14.6M | 3.4% | +3.5% |
| VGTVanguard World Fd | $13.0M | 3.0% | −2.9% |
| Dimensional Etf TrustCUSIP 25434V500 | $9.8M | 2.3% | −2.0% |
| DFAEDimensional Etf Trust | $7.6M | 1.8% | +2.7% |
| VIGVanguard Specialized Funds | $6.3M | 1.5% | |
| VTEAXVanguard Tax-exempt Bond Index Admiral | $5.5M | 1.3% | New |
| SNOXXSchwab Treasury Oblig Money Inv | $5.3M | 1.2% | New |
| SCHDSchwab Strategic Tr | $5.2M | 1.2% | +8.2% |
| BRK/BBerkshire Hathaway Inc Del | $5.2M | 1.2% | −33.6% |
| VFIAXVanguard 500 Index Admiral | $5.0M | 1.2% | New |
| SNSXXSchwab Us Treasury Money Investor | $5.0M | 1.2% | New |
| SWPPXSchwab S&p 500 Index | $4.7M | 1.1% | New |
| SWAGXSchwab Us Aggregate Bond Index | $3.9M | 0.9% | New |
| VTWGVanguard Scottsdale Fds | $3.9M | 0.9% | +6.1% |
| VOOVanguard Index Fds | $3.8M | 0.9% | −5.5% |
| DFNMDimensional Etf Trust | $3.6M | 0.8% | +6.6% |
| LLYEli Lilly & Co | $3.5M | 0.8% | −11.9% |
| DFUSXDfa Us Large Company I | $3.1M | 0.7% | New |
| VNQVanguard Index Fds | $2.8M | 0.6% | +14.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $2.3M |
| XMESpdr Series Trust | December 31, 2024 | +88.4% | $1.6M |
| DFAEDimensional Etf Trust | December 31, 2024 | +58.5% | $7.6M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $3.5M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $13.0M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $1.9M |
| DFAIDimensional Etf Trust | December 31, 2024 | +41.3% | $14.6M |
| VTWGVanguard Scottsdale Fds | December 31, 2024 | +36.9% | $3.9M |
| DFUSDimensional Etf Trust | December 31, 2024 | +28.5% | $55.8M |
| Dimensional Etf TrustCUSIP 25434V708 | December 31, 2024 | +28.2% | $1.6M |
Sold off last quarter
- FNDXSchwab Strategic Tr was $656K
- FNDCSchwab Strategic Tr was $117K
- FNDESchwab Strategic Tr was $106K
- CNICanadian Natl Ry Co was $103K
- Nebius Group N.v.CUSIP N97284108 was $62K
- BIIBBiogen Inc was $57K
- IJTIshares Tr was $52K
- SCHISchwab Strategic Tr was $39K
- LRCXLam Research Corp was $26K
- SWMRSwarmer Inc was $23K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | −2.9% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| March 31, 2025 | −0.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vermillion Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1737012&type=13F-HR&dateb=&owner=include&count=40CIK 1737012
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1737012/000139834426012192/Filed July 16, 2026 · accession 0001398344-26-012192