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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 5 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VIS VANGUARD INDUSTRIALS INDEX FUND ETF SHARES 1,106.0 $345K 0.10% +46.0 +4.3% $312.22 +11.5%
82 BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 4,672.0 $344K 0.10% +507.0 +12.2% $73.65 -0.6%
83 NVDA NVIDIA CORP Technology 1,879.0 $328K 0.10% +28.0 +1.5% $174.38 +14.7%
84 SCHE SCHWAB EMERGING MARKETS Common Stock ETF 9,931.0 $327K 0.10% +172.0 +1.8% $32.95 +9.5%
85 XLRE STATE STREET REAL ESTATESELECT SECTOR SPDR ETF 8,007.0 $327K 0.10% +1K +20.1% $40.83 +9.3%
86 VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES 902.0 $324K 0.10% +98.0 +12.2% $359.03 +6.9%
87 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 6,979.0 $320K 0.10% +600.0 +9.4% $45.89 -1.8%
88 DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF 6,217.0 $315K 0.09% +592.0 +10.5% $50.71 -0.0%
89 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 3,830.0 $314K 0.09% +204.0 +5.6% $81.98 +2.1%
90 INTC INTEL CORP Technology 6,741.0 $297K 0.09% $44.13 +199.7%
91 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,148.0 $285K 0.09% $132.50 +9.0%
92 IUSG ISHARES CORE S&P U.S. GROWTH ETF 1,757.0 $273K 0.08% +304.0 +20.9% $155.11 +17.9%
93 AEP AMERICAN ELEC PWR CO INC Utilities 2,068.0 $271K 0.08% $131.11 +2.0%
94 CAT CATERPILLAR INC Industrials 373.0 $264K 0.08% $708.40 +38.9%
95 CVX CHEVRON CORP NEW Energy 1,260.0 $261K 0.08% -14.0 -1.1% $206.97 -15.0%
96 HON HONEYWELL INTL INC Industrials 1,151.0 $260K 0.08% +900.0 +358.6% $226.00 -1.6%
97 AMD ADVANCED MICRO DEVIC Technology 1,250.0 $254K 0.08% -40.0 -3.1% $203.43 +155.5%
98 DFAE DIMENSIONAL EMERGING CORE Common Stock MARKET ETF 7,488.0 $254K 0.08% $33.86 +16.7%
99 IVOG VANGUARD S&P MID-CAP 400GROWTH INDEX FUND ETF SHARES 1,956.0 $245K 0.07% $125.03 +14.2%
100 IVW ISHARES S&P 500 GROWTH ETF 2,144.0 $243K 0.07% +196.0 +10.1% $113.13 +18.2%
Page 5 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%