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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 23 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MANU MANCHESTER UTD PLC NEW FCLASS A Communication Services 1.0 $16.0 NEW $16.00 +33.7%
442 PTON PELOTON INTERACTIVE INC CLASS CLASS A Consumer Cyclical 1.0 $6.0 NEW $6.00 -9.3%
443 MSOS ADVISORSHARES PURE US CANNABIS ETF 1.0 $5.0 NEW $5.00 -10.0%
444 UAA UNDER ARMOUR INC CLASS CLASS A Consumer Cyclical 1.0 $5.0 NEW $5.00 +15.6%
445 AER ENERGY RES INC 5.0 NEW
446 AKOUSTIS TECHNOLOGIES IN 50.0 NEW
447 ARRIVAL ORDF 30.0 NEW
Page 23 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%