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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 26 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ABATTIS BIOCEUTICALS C F 1,200.0 NEW
502 AYR WELLNESS INC FCLASS CLASS A 1.0 NEW
503 GME INNOTAINMENT INC 250,000.0 NEW
504 PETROTEQ ENERGY INC F 500,000.0 NEW
505 ARRIVAL ORDF 30.0
Page 26 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%