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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 22 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PECO PHILLIPS EDISON & CO INC Real Estate 109.0 $4K 0.00% +1.0 +0.9% $37.42 +11.7%
422 LITHIUM AMERS CORP F 1,000.0 $4K 0.00% $3.95
423 ARTNA ARTESIAN RES CORP CLASS A Utilities 122.0 $4K 0.00% $31.85 +2.6%
424 BXMT BLACKSTONE MTG TR INC REIT Real Estate 181.0 $3K 0.00% $19.15 -5.2%
425 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K 0.00% $1729.00 -8.4%
426 ONON ON HLDG AG FCLASS A Consumer Cyclical 100.0 $3K 0.00% $34.02 +3.3%
427 IHAK ISHARES CYBERSECURITY AND TECH ETF 74.0 $3K 0.00% $43.65 +25.0%
428 FNB F N B CORP PA Financial Services 189.0 $3K 0.00% $16.72 +12.1%
429 SMH VANECK SEMICONDUCTOR ETF 8.0 $3K 0.00% $383.38 +62.1%
430 FEDERAL NATL MTG ASSN 416.0 $3K 0.00% NEW $7.26
431 VONE VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES 10.0 $3K 0.00% $301.30 +10.2%
432 TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS Consumer Cyclical 14.0 $3K 0.00% $206.07 -18.8%
433 DIGITAL BRANDS GROUP INC 1,500.0 $3K 0.00% NEW $1.80
434 FCCO FIRST CMNTY CORP S C Financial Services 91.0 $3K 0.00% $29.23 +10.2%
435 ESRT EMPIRE ST RLTY TR INC REIT Real Estate 500.0 $3K 0.00% $5.20 -0.8%
436 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 33.0 $2K 0.00% $71.18 -10.5%
437 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 135.0 $2K 0.00% NEW $17.32 -6.6%
438 SPXX NUVEEN S&P 500 DYNAMIC O Financial Services 145.0 $2K 0.00% NEW $16.07 +11.2%
439 TSCO TRACTOR SUPPLY CO Consumer Cyclical 51.0 $2K 0.00% $45.31 -34.5%
440 DNOW DNOW INC Energy 189.0 $2K 0.00% $11.91 +12.6%
Page 22 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%