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

Latest 13F report
Q3 2025 - 26 Nov 2025
Value $
$175,703,069
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 $175,703,069 as of Q3 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
Q3 2025 570 $175,703,069 +$27,139,633 -$13,741,709 +$13,397,924 IVV, DFAI, DFCF, GQQQ, ROE 13F-HR 25 Nov 2025, 18:07
Q2 2025 537 $153,478,158 +$16,626,844 -$11,732,283 +$4,894,561 IVV, GQQQ, DFCF, DFAI, ROE 13F-HR 12 Aug 2025, 21:31
Q1 2025 525 $138,154,784 +$59,830,309 -$56,334,885 +$3,495,424 IVV, GQQQ, DFCF, DFAI, ROE 13F-HR 14 May 2025, 20:29
Q4 2024 387 $135,749,413 +$21,407,549 -$18,100,263 +$3,307,286 IVV, ROE, SPIB, SPTI, SPLG 13F-HR 14 Feb 2025, 11:54
Q3 2024 352 $135,191,002 +$9,657,867 -$13,311,866 -$3,653,999 IVV, ROE, DGRW, SPIB, SPTI 13F-HR 13 Nov 2024, 11:27
Q2 2024 377 $132,622,262 +$14,064,910 -$6,636,471 +$7,428,439 IVV, ROE, SPTI, SPIB, DGRW 13F-HR 14 Aug 2024, 16:08
Q1 2024 341 $121,731,353 +$20,820,244 -$8,741,376 +$12,078,868 IVV, ROE, SPIB, QUAL, SPTI 13F-HR 14 May 2024, 18:23
Q4 2023 293 $100,441,479 $0 IVV, ROE, DGRW, SPIB, SPTI 13F-HR 13 Feb 2024, 13:17