Vermillion & White Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 26, 2025
Value $
$176M
Signature - Title
John P Quinn - Counsel
Location
Phoenixville, PA
Summary
This page shows a list of all the recent 13F filings made by Vermillion & White Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vermillion & White Wealth Management Group, LLC reported 570 stock holdings with total value $176M as of Q3 2025. Top holdings included IVV, DFAI, DFCF, GQQQ, and ROE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 570 $176M +$27.1M -$13.7M +$13.4M IVV, DFAI, DFCF, GQQQ, ROE 13F-HR 11/25/2025, 06:07 PM
Q2 2025 537 $153M +$16.6M -$11.7M +$4.89M IVV, GQQQ, DFCF, DFAI, ROE 13F-HR 8/12/2025, 09:31 PM
Q1 2025 525 $138M +$59.8M -$56.3M +$3.5M IVV, GQQQ, DFCF, DFAI, ROE 13F-HR 5/14/2025, 08:29 PM
Q4 2024 387 $136M +$21.4M -$18.1M +$3.31M IVV, ROE, SPIB, SPTI, SPLG 13F-HR 2/14/2025, 11:54 AM
Q3 2024 352 $135M +$9.66M -$13.3M -$3.65M IVV, ROE, DGRW, SPIB, SPTI 13F-HR 11/13/2024, 11:27 AM
Q2 2024 377 $133M +$14.1M -$6.64M +$7.43M IVV, ROE, SPTI, SPIB, DGRW 13F-HR 8/14/2024, 04:08 PM
Q1 2024 349 $124M +$20.8M -$9.02M +$11.8M IVV, ROE, SPIB, QUAL, SPTI 13F-HR 5/14/2024, 06:23 PM
Q4 2023 299 $100M $0 $0 IVV, ROE, DGRW, SPIB, SPTI 13F-HR 2/13/2024, 01:17 PM