BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 21 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 HTO H2O AMERICA COM Utilities 97.0 $6K 0.00% $58.67 -1.9%
402 AEE AMEREN CORP Utilities 51.0 $6K 0.00% $110.02 +1.5%
403 CHWY CHEWY INC CLASS CLASS A Consumer Cyclical 200.0 $5K 0.00% NEW $27.00 -33.9%
404 KHC KRAFT HEINZ CO Consumer Defensive 230.0 $5K 0.00% $22.49 -0.1%
405 ACHR ARCHER AVIATION INC CLASS A Industrials 1,000.0 $5K 0.00% $5.17 +1.5%
406 SCHC SCHWAB INTERNATIONAL SMALL-CAP Common Stock ETF 110.0 $5K 0.00% NEW $46.74 +2.8%
407 ECL ECOLAB INC Basic Materials 19.0 $5K 0.00% $266.00 +1.0%
408 TT TRANE TECHNOLOGIES PLC F Industrials 12.0 $5K 0.00% $416.75 +13.8%
409 VERIFY SMART CORP 230,000.0 $5K 0.00% NEW $0.02
410 VIKING HLDGS LTD F 65.0 $5K 0.00% $73.48
411 AMAL AMALGAMATED FINL CORP Financial Services 123.0 $5K 0.00% +1.0 +0.8% $38.79 +16.9%
412 CRSP CRISPR THERAPEUTICS AG F Healthcare 100.0 $5K 0.00% NEW $47.57 +13.5%
413 TROW PRICE T ROWE GROUP INC Financial Services 52.0 $5K 0.00% +1.0 +2.0% $90.12 +17.6%
414 IEFA ISHARES CORE MSCI EAFE ETF 51.0 $5K 0.00% NEW $90.53 +5.3%
415 MSM MSC INDL DIRECT INC CLASS A Industrials 50.0 $5K 0.00% $92.28 +26.0%
416 LAB STANDARD BIOTOOLS INC Healthcare 5,000.0 $5K 0.00% $0.92 -13.8%
417 DCOR DIMENSIONAL US CORE Common Stock 1 ETF 62.0 $4K 0.00% $72.08 +12.0%
418 JBLU JETBLUE AWYS CORP Common StockCLASS Common Stock Industrials 1,000.0 $4K 0.00% -1K -50.0% $4.42 +25.1%
419 ALC ALCON INC F Healthcare 58.0 $4K 0.00% $75.34 -12.2%
420 OIS OIL STS INTL INC Energy 375.0 $4K 0.00% -373.0 -49.9% $11.64 -32.1%
Page 21 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%