Vermillion Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$3M |
| 2 |
Dimensional International Core Fixed Income ETF
DFGX
|
+$2.4M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$853K |
| 4 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$498K |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$481K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$2.53M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$1.38M |
| 3 |
NVIDIA
NVDA
|
+$871K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$847K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$838K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.23% |
| 2 | Financials | 1.91% |
| 3 | Technology | 1.79% |
| 4 | Industrials | 1.44% |
| 5 | Healthcare | 1.22% |
Similar funds
Vermillion Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Vermillion Wealth Management held 2,561 positions worth $427M, up 67% from $255M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Vermillion Wealth Management deployed $150M of net new capital in Q2 2026, opening 998 new positions and adding to 113 existing holdings. Its largest new stake was iShares A.I. Innovation and Tech Active ETF: 10,586 shares worth $558K.
By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, up from 83% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $2.53M trimmed.
- Vermillion Wealth Management's largest Q2 2026 buy was iShares A.I. Innovation and Tech Active ETF: 10,586 shares worth $558K.
- Vermillion Wealth Management added most to Dimensional US Equity ETF in Q2 2026, an estimated $3M increase.
- Vermillion Wealth Management's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $2.53M.
- Vermillion Wealth Management fully exited Schwab Fundamental US Large Company Index ETF in Q2 2026, selling an estimated $656K.
- Vermillion Wealth Management's ten largest holdings make up 46% of its $427M portfolio in Q2 2026.
- Vermillion Wealth Management opened 998 new positions and closed 1,018 in Q2 2026.
- Vermillion Wealth Management's portfolio value rose 67% quarter-over-quarter to $427M.
Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.