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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 8 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GOOGL ALPHABET INC CLASS CLASS A Communication Services 320.0 $100K 0.03% NEW $313.00 +10.6%
142 SCHW CHARLES SCHWAB CORP Financial Services 985.0 $98K 0.03% NEW $99.81 -6.7%
143 AMGN AMGEN INC Healthcare 300.0 $98K 0.03% NEW $327.31 +6.0%
144 BOE BLACKROCK ENHANCED GLOBA Financial Services 8,219.0 $96K 0.03% NEW $11.71 +0.7%
145 DVY ISHARES SELECT DIVIDEND ETF 665.0 $94K 0.03% NEW $141.27 +10.1%
146 PCEF INVESCO CEF INCOME COMPOSITE ETF 4,669.0 $93K 0.03% NEW $19.88 +0.6%
147 PFE PFIZER INC Healthcare 3,706.0 $92K 0.03% NEW $24.90 -0.7%
148 GILD GILEAD SCIENCES INC Healthcare 752.0 $92K 0.03% NEW $122.70 +1.9%
149 COP CONOCOPHILLIPS Energy 983.0 $92K 0.03% NEW $93.50 +17.6%
150 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 1,509.0 $91K 0.03% NEW $60.53 +22.7%
151 CACI CACI INTL INC CLASS CLASS A Technology 170.0 $91K 0.03% NEW $532.81 -12.2%
152 SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 2,005.0 $89K 0.03% NEW $44.40 +11.7%
153 DFSV DIMENSIONAL US SMALL CAPVALU ETF 2,704.0 $89K 0.03% NEW $32.89 +15.7%
154 IWF ISHARES RUSSELL 1000 GROWTH ETF 184.0 $87K 0.03% NEW $473.30 -74.7%
155 ABT ABBOTT LABS Healthcare 688.0 $86K 0.03% NEW $125.26 -27.7%
156 ARCC ARES CAP CORP EQUITY CLASS EQUITY Financial Services 4,193.0 $85K 0.03% NEW $20.23 -11.6%
157 VOOG VANGUARD S&P 500 GROWTH ETF 189.0 $84K 0.03% NEW $444.59 -81.9%
158 ESML ISHARES ESG AWARE MSCI USA ETF 1,764.0 $81K 0.02% NEW $45.97 +17.5%
159 GLW CORNING INC Technology 901.0 $79K 0.02% NEW $87.56 +121.6%
160 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 1,366.0 $79K 0.02% NEW $57.49 +6.2%
Page 8 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%