Vermillion & White Wealth Management Group, LLC DMBS — DOUBLELINE MORTGAGE ETF

Ownership history in Vermillion & White Wealth Management Group, LLC  ·  7 quarters on record

AI Ownership Summary

Vermillion & White Wealth Management Group, LLC reported DOUBLELINE MORTGAGE ETF (DMBS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 3.74% in 2026 Q2. The latest visible filing shows DMBS at 3.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vermillion & White Wealth Management Group, LLC's position in DOUBLELINE MORTGAGE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DMBS was reported at 3.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.74% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DMBS stock page Vermillion & White Wealth Management Group, LLC fund profile Vermillion & White Wealth Management Group, LLC full holdings
How Vermillion & White Wealth Management Group, LLC held DMBS — position size vs. price
% of Fund (quarterly)    DMBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 149,982 +115,606 +336.3% 3.74% $7.4M 2026-08-19 $48.46
2025 Q4 ADDED — — — 34,376 +432 +1.3% 0.93% $1.7M 2026-02-18 $48.87
2025 Q3 ADDED — — — 33,944 +33,771 +19520.8% 0.96% $1.7M 2025-11-26 $48.17
2025 Q2 UNCHANGED — — — 173 — 0% 0.01% $8K 2025-08-13 $46.79
2025 Q1 REDUCED 99.6% +1.3% ❌ 173 -47,160 -99.6% 0.01% $8K 2025-05-15 $45.35
2024 Q4 ADDED — — — 47,333 +287 +0.6% 1.68% $2.3M 2025-02-14 $44.93
2024 Q3 INITIATED — — — 47,046 — — 1.75% $2.4M 2024-11-13 $44.40

🏢 Other funds also holding DMBS

As of 2026 Q2 — sorted by position size

TPG Financial Advisors, LLC 3Y 7Y 4.7% Compass Financial Group, Inc. (Ohio) 4.69% Legacy CG, LLC 3Y 4.28% Lord & Richards Wealth Management, LLC 4.27% Hobbs Group Advisors, LLC 4.13% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 4.08% Layline Advisors, LLC 3.89% Astoria Portfolio Advisors LLC. 3Y 3.75% Mattson Financial Services, LLC 3.62% Paladin Wealth, LLC 3.58%

FAQ About Vermillion & White Wealth Management Group, LLC and DMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vermillion & White Wealth Management Group, LLC reported owning DMBS?

Vermillion & White Wealth Management Group, LLC reported DMBS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported DMBS position in Vermillion & White Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for DMBS was 3.74% in 2026 Q2.

What is the latest reported DMBS position on this page?

The most recent filing on this page is 2026 Q2, when Vermillion & White Wealth Management Group, LLC reported 149,982 shares, equal to 3.74% of portfolio, with an estimated market value of $7.4M.

What does the chart on this DMBS ownership page compare?

The chart compares Vermillion & White Wealth Management Group, LLC's quarterly DMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vermillion & White Wealth Management Group, LLC time their DMBS position?

Based on 13F filing dates vs. subsequent DMBS price moves, Vermillion & White Wealth Management Group, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on DMBS relative to SPY over the holding period was +473.7%.

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