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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SANDISK CORP 2.0 $1K NEW $635.50
62 JETS U.S. GLOBAL JETS ETF 50.0 $1K NEW $24.64 +26.5%
63 BRAND ENGAGEMENT NETWORK 25.0 $948.0 NEW $37.92
64 AXTI AXT INC Technology 16.0 $912.0 NEW $57.00 +36.7%
65 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E 9.0 $712.0 NEW $79.11 +12.7%
66 VSNT VERSANT MEDIA GROUP INC Industrials 13.0 $481.0 NEW $37.00 +2.4%
67 INOVIO PHARMACEUTICALS I 250.0 $435.0 NEW $1.74
68 SVM SILVERCORP METALS INC F Basic Materials 40.0 $430.0 NEW $10.75 -1.6%
69 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 12.0 $384.0 NEW $32.00 -3.3%
70 INSTITUTE BIOMEDICAL RES 310,000.0 $372.0 NEW $0.00
71 SORRENTO THERAPEUTICS IN 110,100.0 $363.0 NEW $0.00
72 BATL BATTALION OIL CORP Energy 50.0 $195.0 NEW $3.90 -69.0%
73 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 2.0 $188.0 NEW $94.00 +2.4%
74 GSBD GOLDMAN SACHS BDC INC Financial Services 18.0 $160.0 NEW $8.89 +6.1%
75 CYTODYN INC 500.0 $137.0 NEW $0.27
76 LUMINAR TECHNOLOGIES INCCLASS A 66.0 $2.0 NEW $0.03
77 GME INNOTAINMENT INC 250,000.0 NEW
78 PETROTEQ ENERGY INC F 500,000.0 NEW
79 ABATTIS BIOCEUTICALS C F 1,200.0 NEW
80 AYR WELLNESS INC FCLASS CLASS A 1.0 NEW
Page 4 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%