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Portfolio (Quarterly) Guide ↗

VSM Wealth Advisory, LLC

· CIK 0002050660
13F Portfolio $333M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 447 New
Page 12 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IBB ISHARES BIOTECHNOLOGY ETF 228.0 $38K 0.01% NEW $168.77 +5.5%
222 F FORD MTR CO DEL Consumer Cyclical 2,879.0 $38K 0.01% NEW $13.12 +6.7%
223 SPYV ST STRT SPDR PRTFL S&P 500 VL ETF IV 662.0 $38K 0.01% NEW $56.79 +6.6%
224 GBDC GOLUB CAP BDC INC Financial Services 2,737.0 $37K 0.01% NEW $13.57 -9.2%
225 INTU INTUIT Technology 56.0 $37K 0.01% NEW $662.43 -61.0%
226 MPLX MPLX LP LP Energy 695.0 $37K 0.01% NEW $53.37 +8.1%
227 UNP UNION PAC CORP Industrials 159.0 $37K 0.01% NEW $231.32 +11.8%
228 OKE ONEOK INC NEW Energy 500.0 $37K 0.01% NEW $73.50 +19.8%
229 SYK STRYKER CORP Healthcare 100.0 $35K 0.01% NEW $351.47 -11.8%
230 CRK COMSTOCK RES INC Energy 1,500.0 $35K 0.01% NEW $23.18 -41.9%
231 ORA ORMAT TECHNOLOGIES INC Utilities 308.0 $34K 0.01% NEW $110.49 +11.6%
232 PSI INVESCO SEMICONDUCTORS ETF 425.0 $34K 0.01% NEW $78.88 +116.1%
233 EAGG ISHARES ESG AWARE US AGGRGT BND ETF 692.0 $33K 0.01% NEW $47.86 -1.2%
234 HLT HILTON WORLDWIDE HLDGS I Consumer Cyclical 115.0 $33K 0.01% NEW $287.97 +19.4%
235 TCPC BLACKROCK TCP CAP CORP Financial Services 5,780.0 $32K 0.01% NEW $5.47 -41.0%
236 GE GE AEROSPACE Industrials 100.0 $31K 0.01% NEW $308.03 +15.7%
237 D DOMINION ENERGY INC Utilities 512.0 $30K 0.01% NEW $58.54 +16.9%
238 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 444.0 $29K 0.01% NEW $65.40
239 USMV ISHARES MSCI USA MIN VOLFCTR ETF 303.0 $29K 0.01% NEW $94.16 +0.4%
240 SPYM STATE STREET SPDR PORTFLS&P 500 ETF 346.0 $28K 0.01% NEW $80.22 +7.6%
Page 12 of 23  ·  447 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 16.7%
Consumer Defensive 14.5%
Energy 10.6%
Healthcare 8.3%
Consumer Cyclical 7.1%
Industrials 6.5%
Utilities 6.3%
Communication Services 2.1%
Real Estate 1.9%