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Vermillion & White Wealth Management Group, LLC
RIA/Wealth
Vermillion & White Wealth Management Group, LLC is a RIA/Wealth based in Rochester, NY led by Philip Nordell Carey, managing $154.2M across 556 long positions as of Q3 2025 with 89% ETF concentration, 72% concentrated in top 10 holdings, 25% allocation to IVV, and minimal technology exposure.
CEOPhilip Nordell Carey
- Portfolio Value
- $154.2M
- Positions
- 556
- Top Holding
- IVV at 24.85%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vermillion & White Wealth Management Group, LLC's portfolio (71.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $38.3M | 24.85% | +$1.1M Bought | — 57.2K shares | |
ETF ETF | $17.2M | 11.17% | +$3.4M Bought | — 473.7K shares | |
ETF ETF | $16.3M | 10.59% | +$1.1M Bought | — 381.9K shares | |
ETF ETF | $9.2M | 5.98% | +$1.5M Bought | — 266.8K shares | |
ETF ETF | $6.9M | 4.48% | +$2.5M Bought | — 219.1K shares | |
ETF ETF | $6.6M | 4.27% | +$433.1K Bought | — 136.6K shares | |
ETF ETF | $5.9M | 3.81% | +$5.9M Bought | — 203.4K shares | |
ETF ETF | $3.9M | 2.54% | +$3.9M New | — 50.0K shares | |
ETF ETF | $3.3M | 2.15% | +$161.8K Bought | — 180.8K shares | |
ETF ETF | $3.2M | 2.06% | +$124.4K Bought | — 59.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vermillion & White Wealth Management Group, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Vermillion & White Wealth Management Group, LLC
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