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James F Poepl

Vermillion Wealth Management, Inc.

Assets Managed
$426.548M
Holdings
1545
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
67.44%(2Q avg: 35.48%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Vermillion Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1545 positions.

Assets under management

The assets under management (AUM) of Vermillion Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 426.548M in assets, with a quarterly growth rate of 67.44% and a 2-quarter average growth rate of 35.48%. The portfolio is managed by James F Poepl, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 5.9%
13.09%
$55.806M
681,053 shares@ $81.95 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.79%
5.51%
$23.473M
319,746 shares@ $73.42 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Decreased -2.3%
4.78%
$20.349M
482,080 shares@ $42.22 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 14.55%
4.49%
$19.135M
357,028 shares@ $53.6 avg price
SWSBX
Schwab Short-term Bond Index
Recent Activity
New Position
4.24%
$18.062M
1.889M shares@ $9.57 avg price
SUTXX
Schwab Us Treasury Money-ult
Recent Activity
New Position
3.76%
$16.021M
16.021M shares@ $1.0 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 3.55%
3.42%
$14.583M
353,529 shares@ $41.25 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 676.81%
3.05%
$12.979M
108,590 shares@ $119.52 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -1.96%
2.31%
$9.82M
119,256 shares@ $82.34 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 2.68%
1.78%
$7.563M
188,079 shares@ $40.21 avg price

1-10 of 1545