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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 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETN EATON CORP PLC F Industrials 1,162.0 $416K 0.12% NEW $357.67 +14.0%
2 SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 31,608.0 $357K 0.11% NEW $11.28 +20.4%
3 DIMENSIONAL US LARGE CAPVALUE ETF 5,811.0 $208K 0.06% NEW $35.71
4 NAT NORDIC AMERICAN TANKER F Industrials 25,772.0 $151K 0.04% NEW $5.86 +9.1%
5 NAD NUVEEN QUALITY MUNI INCO Financial Services 10,630.0 $122K 0.04% NEW $11.50 +4.0%
6 EXG EV TAX-MGD GBL DIV EQUIT Financial Services 13,997.0 $121K 0.04% NEW $8.66 +9.3%
7 ETB EV TAX-MANAGED BUY-WRITE Financial Services 7,764.0 $112K 0.03% NEW $14.42 +5.4%
8 EV TAX-MANAGED GLB B-W O 12,499.0 $110K 0.03% NEW $8.78
9 TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 19,209.0 $83K 0.03% NEW $4.34
10 MONDELEZ INTL INC CLASS A 1,366.0 $79K 0.02% NEW $57.64
11 EAD ALLSPRING INCOME OPPORTU Financial Services 11,480.0 $74K 0.02% NEW $6.48 -1.2%
12 LAM RESH CORP 330.0 $71K 0.02% NEW $213.90
13 NORTHROP GRUMMAN CORP 101.0 $69K 0.02% NEW $682.32
14 VALN VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS Healthcare 10,000.0 $62K 0.02% NEW $6.25 -13.4%
15 ERC ALLSPRING MULTI SECTOR I Financial Services 6,803.0 $61K 0.02% NEW $9.01 -0.3%
16 NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 292.0 $45K 0.01% NEW $152.75 +0.2%
17 ETH GRAYSCALE ETHEREUM MINI STAKING ETF Financial Services 1,966.0 $39K 0.01% NEW $19.86 -20.6%
18 GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS Healthcare 640.0 $35K 0.01% NEW $55.19 -5.8%
19 CIM CHIMERA INVT CORP Common StockCLASS Common Stock Real Estate 2,556.0 $32K 0.01% NEW $12.55 +5.6%
20 MADRIGAL PHARMACEUTICALS 60.0 $31K 0.01% NEW $523.47
Page 1 of 4  ·  80 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%