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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 23 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ETHE GRAYSCALE ETHEREUM STAKI Financial Services 130.0 $2K 0.00% NEW $17.07 -21.3%
442 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 31.0 $2K 0.00% NEW $69.74 +16.6%
443 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 15.0 $2K 0.00% NEW $142.40 +13.2%
444 BROOKFIELD ASSET MGMT FCLASS A 48.0 $2K 0.00% $44.46
445 CLNE CLEAN ENERGY FUELS CORP Energy 850.0 $2K 0.00% -850.0 -50.0% $2.48 -30.2%
446 HST HOST HOTELS & RESORTS IN Real Estate 110.0 $2K 0.00% $19.16 +29.5%
447 RC READY CAP CORP REIT Real Estate 1,147.0 $2K 0.00% +6.0 +0.5% $1.62 +3.7%
448 REET ISHARES GLOBAL REIT ETF 73.0 $2K 0.00% NEW $25.15 +9.5%
449 MSEX MIDDLESEX WTR CO Utilities 35.0 $2K 0.00% $52.06 +1.5%
450 IWN ISHARES RUSSELL 2000 VALUE ETF 9.0 $2K 0.00% NEW $189.56 +14.8%
451 ARKK ARK INNOVATION ETF 25.0 $2K 0.00% NEW $67.60 +13.4%
452 VANECK URANIUM AND NUCLEAR ETF 12.0 $2K -404.0 -97.1% $133.17
453 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 24.0 $1K $59.04 -8.1%
454 NCLH NORWEGIAN CRUISE LINE F Consumer Cyclical 73.0 $1K $18.70 +9.0%
455 CVE CENOVUS ENERGY INC F Energy 48.0 $1K $26.52 -2.9%
456 SANDISK CORP 2.0 $1K NEW $635.50
457 JETS U.S. GLOBAL JETS ETF 50.0 $1K NEW $24.64 +26.5%
458 FVRR FIVERR INTL LTD F Communication Services 100.0 $1K $10.02 +1.3%
459 MJ AMPLIFY ALTERNATIVE HARVEST ETF 43.0 $990.0 $23.02 +3.3%
460 BRAND ENGAGEMENT NETWORK 25.0 $948.0 NEW $37.92
Page 23 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%