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Portfolio (Quarterly) Guide ↗

VSM Wealth Advisory, LLC

· CIK 0002050660
13F Portfolio $333M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 447 New
Page 6 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAT CATERPILLAR INC Industrials 373.0 $213K 0.06% NEW $572.02 +72.1%
102 MU MICRON TECHNOLOGY INC Technology 709.0 $202K 0.06% NEW $285.42 +268.5%
103 DFLV DIMENSIONL US LARGE CAP VALUE ETF 5,811.0 $199K 0.06% NEW $34.21 +15.2%
104 AXP AMERICAN EXPRESS CO Financial Services 533.0 $197K 0.06% NEW $369.95 -8.7%
105 GOOG ALPHABET INC CLASS CLASS C Communication Services 625.0 $196K 0.06% NEW $313.61 +10.4%
106 HL HECLA MNG CO Basic Materials 10,161.0 $195K 0.06% NEW $19.19 -21.5%
107 CVX CHEVRON CORP NEW Energy 1,274.0 $194K 0.06% NEW $152.50 +15.4%
108 SO SOUTHERN CO Utilities 2,181.0 $190K 0.06% NEW $87.21 +8.8%
109 IWV ISHARES RUSSELL 3000 ETF 487.0 $188K 0.06% NEW $386.85 +8.1%
110 DUK DUKE ENERGY CORP NEW Utilities 1,594.0 $187K 0.06% NEW $117.24 +6.7%
111 VPU VANGUARD UTILITIES ETF 1,001.0 $185K 0.06% NEW $185.04 +6.1%
112 TFC TRUIST FINL CORP Financial Services 3,730.0 $184K 0.06% NEW $49.21 +0.9%
113 VSGX VANGUARD ESG INTERNATNL STOCK ETF 2,549.0 $183K 0.06% NEW $71.63 +12.9%
114 SUSB ISHARES ESG AWR 1-5 Y USD CP BND ETF 6,982.0 $176K 0.05% NEW $25.24 -1.2%
115 IJS ISHARES S&P SMALL CAP 600 ETF 1,536.0 $175K 0.05% NEW $113.69 +16.7%
116 PSX PHILLIPS 66 Energy 1,302.0 $168K 0.05% NEW $129.06 +32.0%
117 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 2,782.0 $162K 0.05% NEW $58.12 +3.0%
118 VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 2,142.0 $162K 0.05% NEW $75.44 +11.9%
119 PM PHILIP MORRIS INTL INC Consumer Defensive 980.0 $157K 0.05% NEW $160.48 +11.3%
120 MA MASTERCARD INC CLASS CLASS A Financial Services 270.0 $154K 0.05% NEW $569.90 -14.4%
Page 6 of 23  ·  447 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 24.5%
Financial Services 16.7%
Consumer Defensive 14.5%
Energy 10.6%
Healthcare 8.3%
Consumer Cyclical 7.1%
Industrials 6.5%
Utilities 6.3%
Communication Services 2.1%
Real Estate 1.9%