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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 10 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ABT ABBOTT LABS Healthcare 688.0 $71K 0.02% $102.64 -11.8%
182 LAM RESH CORP 330.0 $71K 0.02% NEW $213.90
183 TSEM TOWER SEMICONDUCTOR LT F Technology 400.0 $70K 0.02% $175.48 +61.1%
184 PNC PNC FINL SERVICES Financial Services 335.0 $70K 0.02% $208.09 +14.7%
185 NORTHROP GRUMMAN CORP 101.0 $69K 0.02% NEW $682.32
186 VUSB VANGUARD ULTRA-SHORT BOND ETF SHARES 1,383.0 $69K 0.02% $49.79 -0.1%
187 HSY HERSHEY CO Consumer Defensive 330.0 $69K 0.02% $208.05 -13.8%
188 VGSH VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES 1,168.0 $68K 0.02% -129.0 -9.9% $58.54 -0.8%
189 CANADIAN PACIFIC KAN F 850.0 $67K 0.02% $78.66
190 V VISA INC CLASS CLASS A Financial Services 214.0 $65K 0.02% $302.24 +8.1%
191 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 1,744.0 $64K 0.02% $36.76 +10.6%
192 PPG PPG INDS INC Basic Materials 588.0 $63K 0.02% $106.88 +10.1%
193 VALN VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS Healthcare 10,000.0 $62K 0.02% NEW $6.25 -14.4%
194 GM GENERAL MTRS CO Consumer Cyclical 837.0 $62K 0.02% $74.48 +6.0%
195 AGNC AGNC INVT CORP REIT Real Estate 6,188.0 $62K 0.02% +464.0 +8.1% $10.03 +4.1%
196 KMB KIMBERLY CLARK CORP Consumer Defensive 638.0 $62K 0.02% +4.0 +0.6% $96.50 +7.7%
197 JEF JEFFERIES FINL GROUP INC Financial Services 1,488.0 $61K 0.02% -222.0 -13.0% $41.27 +46.6%
198 ERC ALLSPRING MULTI SECTOR I Financial Services 6,803.0 $61K 0.02% NEW $9.01 -0.1%
199 IVOV VANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARES 600.0 $61K 0.02% $101.95 +9.6%
200 IXN ISHARES GLOBAL TECH ETF 599.0 $60K 0.02% $100.05 +39.3%
Page 10 of 26  ·  505 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%