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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 3 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 2,528.0 $870K 0.26% NEW $344.08 -5.7%
42 JPM JPMORGAN CHASE & CO Financial Services 2,655.0 $856K 0.26% NEW $322.24 +3.7%
43 DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 22,049.0 $840K 0.25% NEW $38.11 +7.2%
44 SCHG SCHWAB US LARGE CAP GROWTH ETF 25,520.0 $830K 0.25% NEW $32.52 +1.5%
45 IBM IBM CORP Technology 2,681.0 $794K 0.24% NEW $296.24 -10.6%
46 GLD SPDR GOLD SHARES ETF Financial Services 1,732.0 $686K 0.21% NEW $396.31 -4.8%
47 VTES VAN SHT TX EXPT BND 6,619.0 $672K 0.20% NEW $101.58 -0.4%
48 VNQ VANGUARD REAL ESTATE ETF 7,510.0 $665K 0.20% NEW $88.50 +10.6%
49 VOE VANGUARD MID CAP VALUE ETF 2,507.0 $595K 0.18% NEW $237.52 -17.0%
50 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,709.0 $595K 0.18% NEW $219.75 +6.6%
51 DX DYNEX CAP INC REIT Real Estate 42,191.0 $591K 0.18% NEW $14.01 -7.8%
52 SCHV SCHWAB US LARGE CAP VALUE ETF 19,914.0 $587K 0.18% NEW $29.48 +16.9%
53 TSLA TESLA INC Consumer Cyclical 1,256.0 $565K 0.17% NEW $449.72 -15.1%
54 ESGV VANGUARD ESG US STOCK ETF 4,567.0 $552K 0.17% NEW $120.97 +7.2%
55 SCHO SCHWAB SHORT TERM US TREASURY ETF 22,243.0 $542K 0.16% NEW $24.37 -1.1%
56 VT VANGUARD TOTAL WORLD STOCK ETF 3,817.0 $538K 0.16% NEW $141.05 +9.4%
57 SCHF SCHWAB INTERNATIONAL EQUITY ETF 21,874.0 $526K 0.16% NEW $24.04 +13.9%
58 MKC MCCORMICK & CO INC CLASS CLASS N Consumer Defensive 7,681.0 $523K 0.16% NEW $68.11 -30.4%
59 WMT WALMART INC Consumer Defensive 4,652.0 $520K 0.16% NEW $111.88 +4.7%
60 WFC WELLS FARGO & CO Financial Services 5,426.0 $506K 0.15% NEW $93.20 -10.0%
Page 3 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%