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John P. Quinn

Vermillion & White Wealth Management Group, Llc

Assets Managed
$173.646M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-5.57%(2Q avg: -0.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vermillion & White Wealth Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Vermillion & White Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 173.646M in assets, with a quarterly growth rate of -5.57% and a 2-quarter average growth rate of -0.45%. The portfolio is managed by John P. Quinn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.91%
22.66%
$39.339M
60,225 shares@ $653.21 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -8.16%
9.92%
$17.215M
441,873 shares@ $38.97 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 0.92%
9.71%
$16.856M
399,244 shares@ $42.23 avg price
GQQQ
Astoria Us Qlity Grw Kng Etf
Recent Activity
Increased 2.54%
9.04%
$15.692M
545,186 shares@ $28.79 avg price
ROE
Ast Us Eq Wgt Qlty Kings Etf
Recent Activity
Increased 4.59%
5.94%
$10.314M
291,098 shares@ $35.44 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 13.61%
5.03%
$8.722M
257,595 shares@ $33.87 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 316.55%
4.08%
$7.071M
143,193 shares@ $49.38 avg price
AGGA
Astoria Dynamic Co Us Fi Etf
Recent Activity
Increased 6.42%
3.7%
$6.411M
255,100 shares@ $25.14 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
New Position
3.25%
$5.637M
215,158 shares@ $26.21 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -24.36%
2.85%
$4.939M
103,148 shares@ $47.88 avg price

1-10 of 65