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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 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SBRA SABRA HEALTH CARE REIT IREIT Real Estate 1,529.0 $29K 0.01% NEW $19.23 -3.1%
22 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 620.0 $29K 0.01% NEW $46.97 -16.3%
23 WEC WEC ENERGY GROUP INC Utilities 250.0 $29K 0.01% NEW $115.77 -1.4%
24 DNP DNP SELECT INCOME Financial Services 2,703.0 $28K 0.01% NEW $10.30 +5.2%
25 EPD ENTERPRISE PRODS PART LP Energy 733.0 $28K 0.01% NEW $37.84 -1.9%
26 HQL ABRDN LIFE SCIENCES INVE Financial Services 1,674.0 $27K 0.01% NEW $16.27 +14.5%
27 SOLS SOLSTICE ADVANCED MATLS Basic Materials 286.0 $22K 0.01% NEW $76.16 +11.2%
28 CRM SALESFORCE INC Technology 114.0 $21K 0.01% NEW $186.71 -17.8%
29 BLDP BALLARD PWR SYS INC NE F Industrials 8,000.0 $19K 0.01% NEW $2.42 +72.3%
30 SRE SEMPRA Utilities 198.0 $19K 0.01% NEW $97.17 -5.0%
31 ETG EV TAX ADV GLOBAL DIVIDE Financial Services 909.0 $18K 0.01% NEW $20.12 +12.7%
32 EOI EV ENHANCED Common Stock INCOM Financial Services 916.0 $17K 0.01% NEW $18.78 +1.8%
33 HMC HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS Consumer Cyclical 625.0 $15K 0.01% NEW $24.31 +5.2%
34 SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 1,200.0 $15K 0.00% NEW $12.09
35 CCL CARNIVAL CORP F Consumer Cyclical 554.0 $14K 0.00% NEW $25.86 +11.1%
36 BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS Consumer Cyclical 110.0 $14K 0.00% NEW $125.46 -18.2%
37 QCOM QUALCOMM INC Technology 100.0 $13K 0.00% NEW $128.78 +58.5%
38 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 350.0 $13K 0.00% NEW $36.75 +29.0%
39 UUUU ENERGY FUELS INC F Energy 500.0 $9K 0.00% NEW $18.25 -15.3%
40 JMTG JPMORGAN MORTGAGE-BACKEDSECURITIES ETF 176.0 $9K 0.00% NEW $51.00 -1.1%
Page 2 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%