BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP AMERICAN EXPRESS CO Financial Services 533.0 $161K 0.05% $302.48 +11.7%
122 JEPQ JPMORGAN NASDAQ Common Stock PREMIUM INCOME ETF 2,858.0 $159K 0.05% +76.0 +2.7% $55.52 +7.8%
123 VZ VERIZON COMMUNICATIONS I Communication Services 3,160.0 $159K 0.05% +111.0 +3.6% $50.21 -9.7%
124 PEP PEPSICO INC Consumer Defensive 1,015.0 $158K 0.05% +152.0 +17.6% $155.22 -8.5%
125 PSX PHILLIPS 66 Energy 832.0 $152K 0.04% -470.0 -36.1% $182.23 -6.5%
126 NAT NORDIC AMERICAN TANKER F Industrials 25,772.0 $151K 0.04% NEW $5.86 +10.2%
127 LRCX LOWES COS INC Technology 638.0 $151K 0.04% +308.0 +93.3% $236.28 +57.2%
128 DFAX DIMENSIONAL WORLD EX U.S. CORE Common Stock 2 ETF 4,368.0 $148K 0.04% $33.97 +7.5%
129 PFE PFIZER INC Healthcare 5,208.0 $146K 0.04% +2K +40.5% $28.08 -12.0%
130 VDE VANGUARD ENERGY INDEX FUND ETF SHARES 839.0 $145K 0.04% $172.95 -10.6%
131 AFL AFLAC INC Financial Services 1,272.0 $140K 0.04% $109.71 +8.3%
132 QQQ INVESCO QQQ TR Financial Services 241.0 $139K 0.04% $577.19 +23.6%
133 USB US BANCORP DEL Financial Services 2,623.0 $136K 0.04% +118.0 +4.7% $52.01 +15.5%
134 LOW LOCKHEED MARTIN CORP Consumer Cyclical 224.0 $135K 0.04% -414.0 -64.9% $604.39 -64.7%
135 MANU MASTERCARD INC CLASS CLASS A Communication Services 270.0 $135K 0.04% +269.0 +10000.0% $499.27 -95.7%
136 COP CONOCOPHILLIPS Energy 983.0 $130K 0.04% $132.03 -16.7%
137 GLW CORNING INC Technology 901.0 $123K 0.04% $136.00 +42.7%
138 NAD NUVEEN QUALITY MUNI INCO Financial Services 10,630.0 $122K 0.04% NEW $11.50 +4.2%
139 QUAL ISHARES MSCI USA QUALITYFACTOR ETF 637.0 $122K 0.04% +79.0 +14.2% $191.81 +11.1%
140 EXG EV TAX-MGD GBL DIV EQUIT Financial Services 13,997.0 $121K 0.04% NEW $8.66 +9.2%
Page 7 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%