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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 2 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD FTSE EMERGING MARKETS ETF 63,964.0 $3.4M 1.03% NEW $53.73 +10.5%
22 MSFT MICROSOFT CORP Technology 6,424.0 $3.1M 0.93% NEW $483.67 -22.7%
23 PG PROCTER & GAMBLE CO Consumer Defensive 21,125.0 $3.0M 0.91% NEW $143.31 +5.3%
24 AAPL APPLE INC Technology 10,948.0 $3.0M 0.89% NEW $271.87 +8.3%
25 XOM EXXON MOBIL CORP Energy 23,889.0 $2.9M 0.86% NEW $120.34 +15.1%
26 VTEB VANGUARD MUNI BND TAX EXEMPT ETF 56,108.0 $2.8M 0.85% NEW $50.29 +0.3%
27 SCHA SCHWAB US SMALL CAP ETF 65,912.0 $1.9M 0.56% NEW $28.43 +22.6%
28 SCHM CHARLES SCHWAB US MC ETF 57,577.0 $1.7M 0.52% NEW $30.07 +18.8%
29 MGV VANGUARD MEGA CAP VALUE ETF 11,783.0 $1.7M 0.50% NEW $141.16 +15.3%
30 DFAS DIMENSIONAL U S SMALL CAP ETF 23,298.0 $1.6M 0.49% NEW $69.67 +14.4%
31 BERKSHIRE HATHAWAY CLASS CLASS B 3,047.0 $1.5M 0.46% NEW $502.65
32 BOND PIMCO ACTIVE BOND ETF 16,115.0 $1.5M 0.45% NEW $93.08 -1.3%
33 VBR VANGUARD SMALL CAP VALUEETF 5,917.0 $1.3M 0.38% NEW $211.76 +12.7%
34 MGK VANGUARD MEGA CAP GROWTHETF 2,935.0 $1.2M 0.36% NEW $412.77 -79.3%
35 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,528.0 $1.2M 0.35% NEW $753.52 -84.6%
36 SPY SPDR S&P 500 ETF Financial Services 1,641.0 $1.1M 0.34% NEW $682.03 +7.6%
37 CEG CONSTELLATION ENERGY COR Utilities 2,698.0 $953K 0.29% NEW $353.29 -23.5%
38 JNJ JOHNSON & JOHNSON Healthcare 4,508.0 $933K 0.28% NEW $206.96 +15.5%
39 LLY ELI LILLY AND CO Healthcare 839.0 $902K 0.27% NEW $1074.94 +3.0%
40 IVV ISHARES CORE S&P 500 ETF 1,312.0 $899K 0.27% NEW $684.94 +7.6%
Page 2 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%