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Portfolio (Quarterly) Guide ↗

VSM Wealth Advisory, LLC

· CIK 0002050660
13F Portfolio $335M AUM 505 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 124 Added 37 Reduced 22 Exited
Page 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NLR NISOURCE INC 460.0 $21K 0.01% +448.0 +3733.3% $46.66 +162.3%
102 GS GOLDMAN SACHS GROUP INC Financial Services 25.0 $21K 0.01% +10.0 +66.7% $846.00 +29.4%
103 DELL DELL TECHNOLOGIES INC CLASS CLASS C Technology 108.0 $18K 0.01% +1.0 +0.9% $163.70 +161.4%
104 UPS UNITED PARCEL SVC INC CLASS CLASS B Industrials 179.0 $18K 0.01% +29.0 +19.3% $98.51 +7.4%
105 BLUE OWL CAP CORP 1,405.0 $16K 0.01% +40.0 +2.9% $11.06
106 VANGUARD HIGH-YIELD ACTIVE ETF 201.0 $15K 0.00% +2.0 +1.0% $74.33
107 SCHD SCHWAB U.S. DIVIDEND Common Stock ETF 442.0 $14K 0.00% +4.0 +0.9% $30.65 +4.5%
108 AMLP ALERIAN MLP ETF 247.0 $13K 0.00% +20.0 +8.8% $52.64 -1.9%
109 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 591.0 $13K 0.00% +111.0 +23.1% $21.84 +3.8%
110 ZTS ZOETIS INC CLASS CLASS A Healthcare 106.0 $12K 0.00% +1.0 +0.9% $117.72 -34.7%
111 TNYA TENAYA THERAPEUTICS INC Healthcare 15,000.0 $10K 0.00% +10K +200.0% $0.69 +4.9%
112 DAL DELTA AIR LINES INC DEL Industrials 155.0 $10K 0.00% +1.0 +0.7% $66.39 +30.6%
113 CMCSA COMCAST CORP NEW CLASS A Communication Services 345.0 $10K 0.00% +2.0 +0.6% $28.70 -20.6%
114 HACK AMPLIFY CYBERSECURITY ETF 125.0 $9K 0.00% +75.0 +150.0% $75.11 +27.8%
115 NOC ANNALY CAP MGMT INC REIT Industrials 441.0 $9K 0.00% +340.0 +336.6% $21.14 +2327.4%
116 LCID LUCID GROUP INC Consumer Cyclical 888.0 $8K 0.00% +439.0 +97.8% $9.53 -45.5%
117 QQQI NEOS NASDAQ-100(R) HIGH INCOME ETF 167.0 $8K 0.00% +126.0 +307.3% $49.69 +11.0%
118 UBER UBER TECHNOLOGIES INC Technology 110.0 $8K 0.00% +50.0 +83.3% $71.93 -3.1%
119 VTWO VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES 62.0 $6K 0.00% +14.0 +29.2% $100.69 +18.5%
120 AMAL AMALGAMATED FINL CORP Financial Services 123.0 $5K 0.00% +1.0 +0.8% $38.79 +16.9%
Page 6 of 7  ·  124 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 20.8%
Financial Services 17.6%
Energy 14.0%
Consumer Defensive 13.7%
Industrials 9.6%
Healthcare 6.5%
Utilities 6.4%
Consumer Cyclical 5.5%
Communication Services 2.4%
Real Estate 1.9%