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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 READY CAPITAL 6.25 PFDCONV SER C 670.0 $8K 0.00% NEW $11.98
42 HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS Healthcare 800.0 $8K 0.00% NEW $10.01 -10.6%
43 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 82.0 $8K 0.00% NEW $94.24 +4.2%
44 WAT WATERS CORP Healthcare 25.0 $7K 0.00% NEW $297.80 +19.9%
45 MDGL MICROCHIP TECHNOLOGY INC Healthcare 100.0 $6K 0.00% NEW $64.61 +694.7%
46 CHWY CHEWY INC CLASS CLASS A Consumer Cyclical 200.0 $5K 0.00% NEW $27.00 -33.9%
47 SCHC SCHWAB INTERNATIONAL SMALL-CAP Common Stock ETF 110.0 $5K 0.00% NEW $46.74 +2.8%
48 VERIFY SMART CORP 230,000.0 $5K 0.00% NEW $0.02
49 CRSP CRISPR THERAPEUTICS AG F Healthcare 100.0 $5K 0.00% NEW $47.57 +13.5%
50 IEFA ISHARES CORE MSCI EAFE ETF 51.0 $5K 0.00% NEW $90.53 +5.3%
51 FEDERAL NATL MTG ASSN 416.0 $3K 0.00% NEW $7.26
52 DIGITAL BRANDS GROUP INC 1,500.0 $3K 0.00% NEW $1.80
53 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 135.0 $2K 0.00% NEW $17.32 -6.6%
54 SPXX NUVEEN S&P 500 DYNAMIC O Financial Services 145.0 $2K 0.00% NEW $16.07 +11.2%
55 ETHE GRAYSCALE ETHEREUM STAKI Financial Services 130.0 $2K 0.00% NEW $17.07 -21.3%
56 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 31.0 $2K 0.00% NEW $69.74 +16.6%
57 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 15.0 $2K 0.00% NEW $142.40 +13.2%
58 REET ISHARES GLOBAL REIT ETF 73.0 $2K 0.00% NEW $25.15 +9.5%
59 IWN ISHARES RUSSELL 2000 VALUE ETF 9.0 $2K 0.00% NEW $189.56 +14.8%
60 ARKK ARK INNOVATION ETF 25.0 $2K 0.00% NEW $67.60 +13.4%
Page 3 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%