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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 11 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IJR ISHARES CORE S&P SMALL-CAP ETF 474.0 $59K 0.02% $124.31 +16.6%
202 JEPI JPMORGAN Common Stock PREMIUM INCOME ETF 1,035.0 $59K 0.02% +67.0 +6.9% $56.68 -0.6%
203 ACN ACCENTURE PLC IRELAND FCLASS CLASS A Technology 274.0 $54K 0.02% $198.29 -35.7%
204 NEM NEWMONT CORP Basic Materials 495.0 $54K 0.02% $108.24 -12.6%
205 ENTERGY CORP NEW 452.0 $51K 0.01% $112.36
206 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,686.0 $51K 0.01% $29.99 -10.1%
207 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 511.0 $50K 0.01% $97.86 +19.4%
208 MMM 3M CO Industrials 342.0 $50K 0.01% +2.0 +0.6% $145.18 +15.7%
209 RTX RTX CORP Industrials 255.0 $49K 0.01% $192.61 -3.5%
210 WSFS WSFS FINL CORP Financial Services 750.0 $49K 0.01% $65.46 +17.2%
211 ADP AUTOMATIC DATA PROCESSIN Industrials 242.0 $49K 0.01% $202.84 +8.3%
212 PRU PRUDENTIAL FINL INC Financial Services 502.0 $49K 0.01% -64.0 -11.3% $97.69 +9.4%
213 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 1,964.0 $49K 0.01% -1K -35.2% $24.73 -0.4%
214 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 1,000.0 $48K 0.01% $48.46 +12.9%
215 BAC BANK OF AMERICA CORP Financial Services 976.0 $48K 0.01% $48.74 +18.3%
216 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET 950.0 $47K 0.01% $49.93 +0.4%
217 NU NU HLDGS LTD FCLASS CLASS A Financial Services 3,300.0 $47K 0.01% $14.37 -12.5%
218 ORRF ORRSTOWN FINL SVCS INC Financial Services 1,288.0 $46K 0.01% $36.08 +11.1%
219 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 388.0 $46K 0.01% $119.51 +0.2%
220 USMV ISHARES MSCI USA MIN VOLFACTOR ETF 498.0 $46K 0.01% +195.0 +64.4% $92.74 +2.7%
Page 11 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%