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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 10 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADP AUTOMATIC DATA PROCESSIN Industrials 241.0 $62K 0.02% NEW $257.51 -14.7%
182 T AT&T INC Communication Services 2,496.0 $62K 0.02% NEW $24.84 -9.5%
183 AGNC AGNC INVT CORP REIT Real Estate 5,724.0 $61K 0.02% NEW $10.72 -1.8%
184 KKR KKR & CO INC Financial Services 481.0 $61K 0.02% NEW $127.55 -27.4%
185 MO ALTRIA GROUP INC Consumer Defensive 1,060.0 $61K 0.02% NEW $57.63 +24.0%
186 IVOV VANGUARD S&P MID CAP 400VALUE ETF 600.0 $61K 0.02% NEW $101.01 +11.8%
187 PPG PPG INDS INC Basic Materials 588.0 $60K 0.02% NEW $102.46 +18.5%
188 HSY HERSHEY CO Consumer Defensive 330.0 $60K 0.02% NEW $182.12 -0.7%
189 NOC NORTHROP GRUMMAN CORP Industrials 101.0 $58K 0.02% NEW $570.26 -11.3%
190 IJR ISHARES CORE S&P SMALL CAP ETF 474.0 $57K 0.02% NEW $120.18 +20.6%
191 LRCX LAM RESH CORP Technology 330.0 $57K 0.02% NEW $171.35 +119.1%
192 LYB LYONDELLBASELL INDUSTR FCLASS A Basic Materials 1,300.0 $56K 0.02% NEW $43.30 +28.6%
193 BMY BRISTOL MYERS SQUIBB CO Healthcare 1,036.0 $56K 0.02% NEW $53.96 +2.7%
194 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 968.0 $55K 0.02% NEW $57.23 -1.6%
195 NU NU HLDGS LTD FCLASS CLASS A Financial Services 3,300.0 $55K 0.02% NEW $16.74 -24.9%
196 MMM 3M CO Industrials 340.0 $55K 0.02% NEW $160.41 +4.7%
197 SPYG ST STRT SPDR PRTL S&P 500 GRW ETF IV 510.0 $54K 0.02% NEW $106.72 +9.5%
198 BAC BANK OF AMERICA CORP Financial Services 972.0 $53K 0.02% NEW $54.98 +4.8%
199 DFSD DIMENSIONAL SHRT DRT FXDINCM ETF 1,042.0 $50K 0.01% NEW $47.95 -0.5%
200 NEM NEWMONT CORP Basic Materials 495.0 $49K 0.01% NEW $99.79 -5.2%
Page 10 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%