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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 25 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PACB PACIFIC BIOSCIENCES CALI Healthcare 241.0 $318.0 $1.32 -0.7%
482 OGN ORGANON & CO Healthcare 50.0 $300.0 $6.00 +124.2%
483 SPYI NEOS S&P 500 HIGH INCOMEETF 5.0 $265.0 $53.00 -1.5%
484 PK PARK HOTELS & RESORTS INREIT Real Estate 21.0 $221.0 $10.52 +37.1%
485 FCEL FUELCELL ENERGY INC Industrials 32.0 $209.0 $6.53 +234.1%
486 VTRS VIATRIS INC Healthcare 15.0 $203.0 $13.53 +13.6%
487 BATL BATTALION OIL CORP Energy 50.0 $195.0 NEW $3.90 -69.0%
488 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 2.0 $188.0 NEW $94.00 +2.4%
489 GSBD GOLDMAN SACHS BDC INC Financial Services 18.0 $160.0 NEW $8.89 +6.1%
490 EMBC EMBECTA CORP Healthcare 18.0 $159.0 $8.83 -64.6%
491 CYTODYN INC 500.0 $137.0 NEW $0.27
492 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 4.0 $110.0 $27.50 -2.0%
493 CHARGEPOINT HLDGS INC CLASS A 12.0 $58.0 -12.0 -50.0% $4.83
494 WISE THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF 1.0 $32.0 $32.00 +19.1%
495 BYND BEYOND MEAT INC Consumer Defensive 33.0 $23.0 $0.70 -2.7%
496 MAR MANCHESTER UTD PLC NEW FCLASS A Consumer Cyclical 1.0 $17.0 -61.0 -98.4% $17.00 +2175.5%
497 UAA UNDER ARMOUR INC CLASS CLASS A Consumer Cyclical 1.0 $6.0 $6.00 -3.7%
498 MSOS ADVISORSHARES PURE US CANNABIS ETF 1.0 $4.0 $4.00 +12.5%
499 PTON PELOTON INTERACTIVE INC CLASS CLASS A Consumer Cyclical 1.0 $4.0 $4.00 +36.0%
500 LUMINAR TECHNOLOGIES INCCLASS A 66.0 $2.0 NEW $0.03
Page 25 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%