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Vermillion & White Wealth Management Group, LLC
Vermillion & White Wealth Management Group, LLC is a Registered Investment Advisory firm headquartered in Phoenixville, Pennsylvania, with an additional office in Radnor, Pennsylvania. Founded in 2013 by Ryan L. Vermillion and Brian J. White, CFP®, the firm provides comprehensive financial planning, retirement plan consulting, investment management, insurance and risk management, and legacy and estate planning services. Vermillion & White serves around 825 clients and manages assets of over $203 million. The firm focuses on building lifetime client relationships by offering personalized strategies for individuals, families, and small businesses, and employs approximately 4 staff, primarily financial advisors.
Investment Strategy
Vermillion & White Wealth Management Group's investment strategy is centered on providing quality investment advice tailored to each client’s risk tolerance, time horizon, and financial goals. The firm uses both fundamental and technical analysis to construct diversified portfolios via strategic asset allocation, aiming to deliver strong return on investment and liquidity to meet clients' needs. Their approach involves helping clients through various market conditions while upholding fiduciary standards and compliance. VWG manages both traditional and held-away retirement assets and emphasizes the importance of diversification and cash flow management.
Latest 13F Filing Activity
Vermillion & White Wealth Management Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 529 equity positions with a total 13F market value of $154M. The fund increased holdings in Dimensional Intern Core EQT MKT Etf, Ishares Core S&P 500 Etf, SPDR Portfolio Long Termtreasury Et among other positions. Vermillion & White Wealth Management Group, LLC reduced exposure to Schwab Us Dividend Equity Etf, Ishares Currency Hedg Msci Eafe Etf, United Parcel SVC Inc. Class B among others.
Top Holdings
Equity Positions (529)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 22.44% | $34.5M | 55,598 | $512.83 | $620.90 | +$3.3M |
D DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 9.80% | $15.1M | 356,717 | $42.15 | $42.26 | +$2.4M |
D DFAI | DIMENSIONAL INTERN CORE EQT MKT ETF | 8.54% | $13.1M | 380,122 | $30.79 | $34.57 | +$3.4M |
R ROE | ASTORIA US EQUAL WT QLT KINGS ETF | 4.66% | $7.2M | 222,426 | $26.29 | $32.21 | +$940.5K |
D DFSD | DIMENSIONAL SHRT DRT FXDINCM ETF | 3.98% | $6.1M | 127,592 | $47.28 | $48.01 | +$71.5K |
Industry Allocation
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