Vermillion Wealth Management, Inc.
Net seller this quarter
$427M
409
-$7.58M
5.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $5.22M | 1.22% | Not reported | -33.6% | Q4 2024 |
 LLY | $3.54M | 0.83% | 0.00% | -11.9% | Q4 2024 |
 AAPL | $2.63M | 0.62% | 0.00% | -16.2% | Q4 2024 |
 CAT | $2.34M | 0.55% | 0.00% | -24.8% | Q4 2024 |
 VYM | $2.13M | 0.50% | Not reported | +1.9% | Q4 2024 |
 NVDA | $1.91M | 0.45% | 0.00% | -30.7% | Q4 2024 |
 XEL | $1.27M | 0.30% | 0.00% | -3.3% | Q4 2024 |
 SPY | $1.12M | 0.26% | Not reported | -12.6% | Q4 2024 |
 AMZN | $928K | 0.22% | 0.00% | -37.0% | Q4 2024 |
 WMT | $927K | 0.22% | 0.00% | -2.8% | Q4 2024 |
 MSFT | $742K | 0.17% | 0.00% | -17.1% | Q4 2024 |
 WFC | $685K | 0.16% | 0.00% | -2.7% | Q4 2024 |
 DE | $683K | 0.16% | 0.00% | +3.3% | Q4 2024 |
 HRL | $652K | 0.15% | Not reported | -0.1% | Q4 2024 |
 TSLA | $606K | 0.14% | 0.00% | -28.3% | Q4 2024 |
 GOOGL | $529K | 0.12% | 0.00% | -22.2% | Q4 2024 |
 ECL | $462K | 0.11% | 0.00% | -6.5% | Q4 2024 |
| FMAGX | $438K | 0.10% | Not reported | New | Q2 2026 |
 GEV | $415K | 0.10% | 0.00% | -5.4% | Q4 2024 |
 USB | $376K | 0.09% | 0.00% | -0.8% | Q4 2024 |
| GLDM | $347K | 0.08% | 0.00% | -11.6% | Q4 2024 |
 TRV | $340K | 0.08% | 0.00% | -1.3% | Q4 2024 |
 NVT | $329K | 0.08% | 0.00% | +17554.6% | Q1 2026 |
 CVX | $328K | 0.08% | 0.00% | -25.4% | Q4 2024 |
 COST | $326K | 0.08% | 0.00% | -22.5% | Q4 2024 |
 META | $325K | 0.08% | Not reported | -27.7% | Q4 2024 |
 FAST | $321K | 0.08% | 0.00% | -5.2% | Q4 2024 |
 AMD | $320K | 0.08% | 0.00% | -19.8% | Q4 2024 |
| GLD | $313K | 0.07% | 0.00% | Not reported | Q4 2024 |
 JPM | $296K | 0.07% | 0.00% | -9.2% | Q4 2024 |
 SO | $292K | 0.07% | 0.00% | -1.3% | Q4 2024 |
 V | $284K | 0.07% | 0.00% | -12.4% | Q4 2024 |
 JNJ | $262K | 0.06% | 0.00% | -13.6% | Q4 2024 |
 MDT | $259K | 0.06% | 0.00% | -4.9% | Q4 2024 |
 QQQ | $249K | 0.06% | Not reported | -35.1% | Q4 2024 |
 ORCL | $248K | 0.06% | 0.00% | -32.7% | Q4 2024 |
 TSM | $243K | 0.06% | 0.00% | Not reported | Q4 2024 |
 GS | $227K | 0.05% | 0.00% | -17.3% | Q4 2024 |
 NMS | $227K | 0.05% | Not reported | +1.1% | Q4 2024 |
 STX | $219K | 0.05% | 0.00% | -7.0% | Q4 2024 |
| FINSX | $206K | 0.05% | Not reported | Not reported | Q1 2025 |
 INTC | $192K | 0.05% | 0.00% | -9.5% | Q4 2024 |
 PG | $190K | 0.04% | 0.00% | -9.0% | Q4 2024 |
 EPD | $189K | 0.04% | 0.00% | +5.7% | Q4 2024 |
 WM | $177K | 0.04% | 0.00% | -3.2% | Q4 2024 |
 UNP | $177K | 0.04% | 0.00% | +0.5% | Q4 2024 |
 MRK | $175K | 0.04% | 0.00% | -9.3% | Q4 2024 |
 BA | $175K | 0.04% | 0.00% | -55.3% | Q4 2024 |
 ABBV | $174K | 0.04% | 0.00% | -15.2% | Q4 2024 |
 LMT | $162K | 0.04% | 0.00% | -33.2% | Q4 2024 |
| Q1 2026 | |||||
| BRK.B | $7.52M | 2.95% | Not reported | -3.7% | Q4 2024 |
| LLY | $3.08M | 1.21% | 0.00% | +6.6% | Q4 2024 |
| AAPL | $2.75M | 1.08% | 0.00% | +7.3% | Q4 2024 |
| NVDA | $2.41M | 0.94% | 0.00% | +10.2% | Q4 2024 |
| CAT | $2.07M | 0.81% | 0.00% | -0.2% | Q4 2024 |
| VYM | $1.96M | 0.77% | Not reported | +12.8% | Q4 2024 |
| XEL | $1.29M | 0.51% | 0.00% | +0.6% | Q4 2024 |
| AMZN | $1.29M | 0.51% | 0.00% | +15.7% | Q4 2024 |
| SPY | $1.12M | 0.44% | Not reported | -2.2% | Q4 2024 |
| WMT | $1.05M | 0.41% | 0.00% | +10.3% | Q4 2024 |
| MSFT | $889K | 0.35% | 0.00% | +22.3% | Q4 2024 |
| TSLA | $748K | 0.29% | 0.00% | +10.7% | Q4 2024 |
| WFC | $678K | 0.27% | 0.00% | +0.5% | Q4 2024 |
 XOM | $631K | 0.25% | 0.00% | +9.9% | Q4 2024 |
| HRL | $596K | 0.23% | Not reported | +1.4% | Q4 2024 |
| DE | $587K | 0.23% | 0.00% | +2.0% | Q4 2024 |
| CVX | $549K | 0.22% | 0.00% | +14.9% | Q4 2024 |
| GOOGL | $547K | 0.21% | 0.00% | +25.8% | Q4 2024 |
| ECL | $472K | 0.19% | 0.00% | +1.1% | Q4 2024 |
| GLDM | $458K | 0.18% | 0.00% | Not reported | Q4 2024 |
| META | $457K | 0.18% | Not reported | +5.8% | Q4 2024 |
| COST | $448K | 0.18% | 0.00% | -16.7% | Q4 2024 |
 FNDF | $402K | 0.16% | Not reported | +13.6% | Q4 2025 |
| ORCL | $369K | 0.14% | 0.00% | +3.8% | Q4 2024 |
| GLD | $366K | 0.14% | 0.00% | +4.4% | Q4 2024 |
| BA | $359K | 0.14% | 0.00% | +3.9% | Q4 2024 |
 COP | $328K | 0.13% | 0.00% | +1.3% | Q4 2024 |
| FAST | $327K | 0.13% | 0.00% | +6.0% | Q4 2024 |
| USB | $327K | 0.13% | 0.00% | +2.7% | Q4 2024 |
| GEV | $326K | 0.13% | 0.00% | +26.4% | Q4 2024 |
| TRV | $305K | 0.12% | 0.00% | +2.2% | Q4 2024 |
| MDT | $302K | 0.12% | 0.00% | +2.1% | Q4 2024 |
| QQQ | $301K | 0.12% | Not reported | +0.4% | Q4 2024 |
| SO | $299K | 0.12% | 0.00% | +1.8% | Q4 2024 |
| JPM | $293K | 0.12% | 0.00% | +23.4% | Q4 2024 |
| JNJ | $292K | 0.11% | 0.00% | +15.8% | Q4 2024 |
| LMT | $288K | 0.11% | 0.00% | +3.0% | Q4 2024 |
| V | $286K | 0.11% | 0.00% | +14.1% | Q4 2024 |
 DFAX | $231K | 0.09% | Not reported | +0.2% | Q4 2024 |
| GS | $230K | 0.09% | 0.00% | +18.3% | Q4 2024 |
| NMS | $226K | 0.09% | Not reported | +1.7% | Q4 2024 |
| GOOG | $220K | 0.09% | Not reported | +71.4% | Q4 2024 |
 C | $215K | 0.08% | 0.00% | +5.6% | Q4 2024 |
| PG | $205K | 0.08% | 0.00% | +10.0% | Q4 2024 |
| WM | $189K | 0.07% | 0.00% | +19.2% | Q4 2024 |
| EPD | $184K | 0.07% | 0.00% | 0.0% | Q4 2024 |
| MRK | $180K | 0.07% | 0.00% | +11.0% | Q4 2024 |
| ABBV | $177K | 0.07% | 0.00% | +17.9% | Q4 2024 |
 OKLO | $174K | 0.07% | 0.00% | +16.7% | Q4 2024 |
| TSM | $172K | 0.07% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| BRK.B | $8.2M | 3.33% | Not reported | +43.2% | Q4 2024 |
| LLY | $3.38M | 1.37% | 0.00% | +5.3% | Q4 2024 |
| AAPL | $2.75M | 1.12% | 0.00% | +4.8% | Q4 2024 |
| NVDA | $2.33M | 0.95% | 0.00% | +21.1% | Q4 2024 |
| VYM | $1.68M | 0.68% | Not reported | -3.2% | Q4 2024 |
| CAT | $1.68M | 0.68% | 0.00% | +15.3% | Q4 2024 |
| AMZN | $1.23M | 0.50% | 0.00% | +36.6% | Q4 2024 |
| SPY | $1.2M | 0.49% | Not reported | +3.2% | Q4 2024 |
| XEL | $1.2M | 0.49% | 0.00% | +4.0% | Q4 2024 |
| MSFT | $949K | 0.39% | 0.00% | -0.6% | Q4 2024 |
| WMT | $850K | 0.35% | 0.00% | +0.3% | Q4 2024 |
| TSLA | $817K | 0.33% | 0.00% | +29.0% | Q4 2024 |
| WFC | $791K | 0.32% | 0.00% | +2.9% | Q4 2024 |
| HRL | $615K | 0.25% | Not reported | +1.7% | Q4 2024 |
| META | $497K | 0.20% | Not reported | +34.9% | Q4 2024 |
| DE | $476K | 0.19% | 0.00% | -3.8% | Q4 2024 |
| GOOGL | $473K | 0.19% | 0.00% | -9.2% | Q4 2024 |
| ORCL | $471K | 0.19% | 0.00% | +38.6% | Q4 2024 |
| COST | $465K | 0.19% | 0.00% | Not reported | Q4 2024 |
| ECL | $461K | 0.19% | 0.00% | +5.8% | Q4 2024 |
| GLDM | $422K | 0.17% | 0.00% | Not reported | Q4 2024 |
| XOM | $407K | 0.17% | 0.00% | +258.1% | Q4 2024 |
| BA | $377K | 0.15% | 0.00% | +109.0% | Q4 2024 |
| CVX | $352K | 0.14% | 0.00% | +16.0% | Q4 2024 |
| MDT | $328K | 0.13% | 0.00% | Not reported | Q4 2024 |
| FNDF | $327K | 0.13% | Not reported | New | Q4 2025 |
| USB | $327K | 0.13% | 0.00% | +1.1% | Q4 2024 |
| GLD | $323K | 0.13% | 0.00% | +8.5% | Q4 2024 |
| QQQ | $319K | 0.13% | Not reported | +0.8% | Q4 2024 |
| TRV | $297K | 0.12% | 0.00% | +0.4% | Q4 2024 |
| V | $291K | 0.12% | 0.00% | -1.3% | Q4 2024 |
| FAST | $267K | 0.11% | 0.00% | +0.3% | Q4 2024 |
| SO | $265K | 0.11% | 0.00% | +0.1% | Q4 2024 |
| JPM | $260K | 0.11% | 0.00% | +0.4% | Q4 2024 |
| COP | $229K | 0.09% | 0.00% | +210.7% | Q4 2024 |
| LMT | $224K | 0.09% | 0.00% | +48.1% | Q4 2024 |
| DFAX | $222K | 0.09% | Not reported | +2.1% | Q4 2024 |
| OKLO | $215K | 0.09% | 0.00% | +500.0% | Q4 2024 |
| NMS | $213K | 0.09% | Not reported | +2.3% | Q4 2024 |
| JNJ | $213K | 0.09% | 0.00% | +10.5% | Q4 2024 |
| C | $210K | 0.09% | 0.00% | +125.0% | Q4 2024 |
 PLTR | $204K | 0.08% | 0.00% | +326.4% | Q1 2025 |
| GS | $202K | 0.08% | 0.00% | +76.9% | Q4 2024 |
| GEV | $193K | 0.08% | 0.00% | -32.2% | Q4 2024 |
 WHR | $190K | 0.08% | 0.00% | -13.0% | Q4 2024 |
| PG | $185K | 0.08% | 0.00% | -1.0% | Q4 2024 |
 ABT | $173K | 0.07% | 0.00% | +0.4% | Q4 2024 |
 CAG | $159K | 0.06% | 0.00% | +2.0% | Q4 2024 |
 QCOM | $158K | 0.06% | 0.00% | +184.9% | Q4 2024 |
| ABBV | $158K | 0.06% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| BRK.B | $5.73M | 1.55% | Not reported | -1.0% | Q4 2024 |
| AAPL | $2.46M | 0.66% | 0.00% | +0.5% | Q4 2024 |
| LLY | $2.28M | 0.62% | 0.00% | +5.7% | Q4 2024 |
| NVDA | $1.93M | 0.52% | 0.00% | +1.7% | Q4 2024 |
| VYM | $1.71M | 0.46% | Not reported | +4.3% | Q4 2024 |
| XEL | $1.26M | 0.34% | 0.00% | +0.4% | Q4 2024 |
| CAT | $1.21M | 0.33% | 0.00% | -0.3% | Q4 2024 |
| SPY | $1.13M | 0.31% | Not reported | -0.5% | Q4 2024 |
| MSFT | $1.02M | 0.28% | 0.00% | +1.9% | Q4 2024 |
| AMZN | $859K | 0.23% | 0.00% | +3.6% | Q4 2024 |
| WMT | $784K | 0.21% | 0.00% | -0.9% | Q4 2024 |
| WFC | $691K | 0.19% | 0.00% | +1.8% | Q4 2024 |
| HRL | $631K | 0.17% | Not reported | Not reported | Q4 2024 |
| TSLA | $626K | 0.17% | 0.00% | +4.5% | Q4 2024 |
| COST | $499K | 0.13% | 0.00% | +8.0% | Q4 2024 |
| ORCL | $490K | 0.13% | 0.00% | +1.3% | Q4 2024 |
| DE | $486K | 0.13% | 0.00% | -0.8% | Q4 2024 |
| ECL | $454K | 0.12% | 0.00% | Not reported | Q4 2024 |
| ALE | $422K | 0.11% | 0.01% | Not reported | Q4 2024 |
| META | $411K | 0.11% | Not reported | +1.1% | Q4 2024 |
| GOOGL | $405K | 0.11% | 0.00% | +33.8% | Q4 2024 |
| GLDM | $378K | 0.10% | 0.00% | Not reported | Q4 2024 |
| FAST | $326K | 0.09% | 0.00% | +0.2% | Q4 2024 |
| MDT | $325K | 0.09% | 0.00% | Not reported | Q4 2024 |
| QQQ | $309K | 0.08% | Not reported | +4.9% | Q4 2024 |
| CVX | $309K | 0.08% | 0.00% | +0.9% | Q4 2024 |
| USB | $293K | 0.08% | 0.00% | +63.2% | Q4 2024 |
| SO | $288K | 0.08% | 0.00% | +1.6% | Q4 2024 |
| V | $287K | 0.08% | 0.00% | +1.3% | Q4 2024 |
| TRV | $285K | 0.08% | 0.00% | +32.9% | Q4 2024 |
| GEV | $268K | 0.07% | 0.00% | +29.9% | Q4 2024 |
| GLD | $267K | 0.07% | 0.00% | +0.1% | Q4 2024 |
| JPM | $254K | 0.07% | 0.00% | +1.4% | Q4 2024 |
| WHR | $238K | 0.06% | 0.01% | Not reported | Q4 2024 |
| NMS | $212K | 0.06% | Not reported | +2.0% | Q4 2024 |
| DFAX | $209K | 0.06% | Not reported | +0.6% | Q4 2024 |
| PG | $200K | 0.05% | 0.00% | +1.1% | Q4 2024 |
 GE | $197K | 0.05% | 0.00% | +0.8% | Q4 2024 |
| WM | $190K | 0.05% | 0.00% | +66.7% | Q4 2024 |
| ABT | $184K | 0.05% | 0.00% | -12.4% | Q4 2024 |
| BA | $179K | 0.05% | 0.00% | +13.7% | Q4 2024 |
| FINSX | $176K | 0.05% | Not reported | Not reported | Q1 2025 |
| JNJ | $173K | 0.05% | 0.00% | +1.4% | Q4 2024 |
| CAG | $165K | 0.04% | 0.00% | +1.9% | Q4 2024 |
| ABBV | $160K | 0.04% | 0.00% | +0.7% | Q4 2024 |
| LMT | $156K | 0.04% | 0.00% | Not reported | Q4 2024 |
| EPD | $152K | 0.04% | 0.00% | +0.1% | Q4 2024 |
| VOT | $143K | 0.04% | Not reported | +0.2% | Q4 2024 |
| TSM | $142K | 0.04% | 0.00% | Not reported | Q4 2024 |
| UNP | $142K | 0.04% | 0.00% | Not reported | Q4 2024 |