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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	AER ENERGY RES INC	—	5	—	—	SOLD
22	—	AKOUSTIS TECHNOLOGIES IN	—	50	—	—	SOLD

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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%