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Portfolio (Quarterly) Guide ↗

VSM Wealth Advisory, LLC

· CIK 0002050660
13F Portfolio $376M AUM 507 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 82 Added 52 Reduced 32 Exited
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 625.0 $23K 0.01% +5.0 +0.8% $36.94 +17.5%
62 TXN TEXAS INSTRS INC Technology 77.0 $23K 0.01% +1.0 +1.3% $296.32 -8.8%
63 NI NISOURCE INC Utilities 460.0 $22K 0.01% +400.0 +666.7% $47.55 -10.7%
64 UPS UNITED PARCEL SVC INC CLASS B Industrials 180.0 $19K 0.01% +1.0 +0.6% $107.31 -5.2%
65 VANGUARD HIGH-YIELD ACTIVE ETF 204.0 $15K 0.00% +3.0 +1.5% $74.82
66 TNYA TENAYA THERAPEUTICS INC Healthcare 20,000.0 $15K 0.00% +5K +33.3% $0.74 -6.8%
67 SCHD SCHWAB U.S. DIVIDEND COMMON STOCK ETF 445.0 $14K 0.00% +3.0 +0.7% $31.71 +8.9%
68 CMPX COMPASS THERAPEUTICS INC Healthcare 6,100.0 $13K 0.00% +3K +103.3% $2.19 +4.1%
69 FDX FEDEX CORP Industrials 34.0 $11K 0.00% +1.0 +3.0% $309.44 +7.0%
70 ANNALY CAP MGMT INC REIT 445.0 $10K 0.00% +433.0 +3608.3% $22.37
71 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES 61.0 $9K 0.00% +1.0 +1.7% $153.52 +2.9%
72 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 83.0 $8K 0.00% +1.0 +1.2% $98.25 +5.8%
73 VIKING HLDGS LTD F 70.0 $7K 0.00% +5.0 +7.7% $104.67
74 FXI ISHARES CHINA LARGE-CAP ETF 226.0 $7K 0.00% +2.0 +0.9% $31.58 +10.9%
75 TROW PRICE T ROWE GROUP INC Financial Services 53.0 $6K 0.00% +1.0 +1.9% $112.81 -2.0%
76 PECO PHILLIPS EDISON & CO INC Real Estate 110.0 $5K 0.00% +1.0 +0.9% $41.58 -3.8%
77 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 50.0 $3K 0.00% +17.0 +51.5% $64.02 +14.3%
78 ETHE GRAYSCALE ETHEREUM STAKI Financial Services 190.0 $2K 0.00% +60.0 +46.1% $12.76 +21.0%
79 RC READY CAP CORP REIT Real Estate 1,153.0 $2K 0.00% +6.0 +0.5% $1.75 -2.2%
80 JOBY JOBY AVIATION INC FCLASS A Industrials 175.0 $2K +75.0 +75.0% $8.92 -14.2%
Page 4 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.5%
Financial Services 18.5%
Consumer Defensive 12.9%
Energy 10.7%
Healthcare 8.3%
Industrials 7.6%
Consumer Cyclical 6.3%
Utilities 5.7%
Real Estate 2.1%
Communication Services 2.0%