# Vermillion & White Wealth Management Group, LLC 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 65 long-equity positions.
> CIK 1862443. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $173.6M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Ishares Core S&P 500 ETF | $39.3M | 22.7% | Added |
| 2 | n/a | Dimensional International Core Equity Market ETF | $17.2M | 9.9% | Reduced |
| 3 | n/a | Dimensional Core Fixed Income ETF | $16.9M | 9.7% | Added |
| 4 | n/a | Astoria US Quality Growth Kings ETF | $15.7M | 9.0% | Added |
| 5 | n/a | Astoria US Equal Weight Quality Kings ETF | $10.3M | 5.9% | Added |
| 6 | n/a | Dimensional Emerging Core Equity Market ETF | $8.7M | 5.0% | Added |
| 7 | n/a | Doubleline Mortgage ETF | $7.1M | 4.1% | Added |
| 8 | n/a | Astoria Dynamic Core US Fixed Income ETF | $6.4M | 3.7% | Added |
| 9 | n/a | Pimco Multisector Bond Active Exchange-Traded Fund | $5.6M | 3.2% | New |
| 10 | n/a | Dimensional Short-Duration Fixed Income ETF | $4.9M | 2.8% | Reduced |

## Latest moves

Bought: Pimco Multisector Bond Active Exchange-Traded Fund, Virtus Reaves Utilities ETF, Chubb Ltd F
Sold: Dimensional International Core Equity Market ETF, Dimensional Short-Duration Fixed Income ETF, State Street SPDR Portfolio Intermediate Term Treasury ETF

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1862443/000186244326000003/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/vermillion-white-wealth-management-group-llc-1862443
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._