13F Filings History of Vermillion & White Wealth Management Group, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$183,390,979
Signature - Title
John 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 575 stock holdings with total value $183,390,979 as of Q4 2025. Top holdings included IVV, DFAI, DFCF, GQQQ, and ROE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 575 $183,390,979 +$8,900,322 -$3,637,238 +$5,263,084 IVV, DFAI, DFCF, GQQQ, ROE 13F-HR 17 Feb 2026, 20:22
Q3 2025 570 $175,703,069 +$27,139,631 -$13,741,708 +$13,397,923 IVV, DFAI, DFCF, GQQQ, ROE 13F-HR 25 Nov 2025, 18:07
Q2 2025 537 $153,478,158 +$16,626,848 -$11,732,281 +$4,894,567 IVV, GQQQ, DFCF, DFAI, ROE 13F-HR 12 Aug 2025, 21:31
Q1 2025 525 $138,154,784 +$59,830,300 -$56,334,879 +$3,495,421 IVV, GQQQ, DFCF, DFAI, ROE 13F-HR 14 May 2025, 20:29
Q4 2024 387 $135,749,413 +$21,407,550 -$18,100,268 +$3,307,282 IVV, ROE, SPIB, SPTI, SPLG 13F-HR 14 Feb 2025, 11:54
Q3 2024 352 $135,191,002 +$9,657,873 -$13,311,870 -$3,653,997 IVV, ROE, DGRW, SPIB, SPTI 13F-HR 13 Nov 2024, 11:27
Q2 2024 377 $132,622,262 +$14,064,896 -$6,636,468 +$7,428,428 IVV, ROE, SPTI, SPIB, DGRW 13F-HR 14 Aug 2024, 16:08
Q1 2024 349 $123,904,537 +$20,834,452 -$9,022,122 +$11,812,330 IVV, ROE, SPIB, QUAL, SPTI 13F-HR 14 May 2024, 18:23
Q4 2023 299 $100,441,549 $0 $0 $0 IVV, ROE, DGRW, SPIB, SPTI 13F-HR 13 Feb 2024, 13:17