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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 8 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LYB LYONDELLBASELL INDUSTR FCLASS A Basic Materials 1,500.0 $121K 0.04% +200.0 +15.4% $80.56 -28.5%
142 VOOG VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES 295.0 $120K 0.04% +106.0 +56.1% $407.69 -80.3%
143 APD AIR PRODS & CHEMS INC Basic Materials 413.0 $120K 0.04% $290.49 -2.8%
144 REGN REGENERON PHARMACEUTICAL Healthcare 150.0 $116K 0.04% $772.64 -20.0%
145 C CITIGROUP INC Financial Services 1,000.0 $113K 0.03% $113.41 +27.8%
146 ETB EV TAX-MANAGED BUY-WRITE Financial Services 7,764.0 $112K 0.03% NEW $14.42 +5.4%
147 VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES 435.0 $112K 0.03% +375.0 +625.0% $257.35 +16.8%
148 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 1,509.0 $112K 0.03% $73.94 +0.4%
149 EV TAX-MANAGED GLB B-W O 12,499.0 $110K 0.03% NEW $8.78
150 AMGN AMGEN INC Healthcare 300.0 $106K 0.03% $351.85 -1.4%
151 GILD GILEAD SCIENCES INC Healthcare 752.0 $105K 0.03% $139.33 -10.2%
152 DVY ISHARES SELECT DIVIDEND ETF 669.0 $101K 0.03% +4.0 +0.6% $151.46 +2.7%
153 EFX EQUIFAX INC Industrials 550.0 $99K 0.03% $180.07 -15.3%
154 TRV TRAVELERS COS INC Financial Services 336.0 $98K 0.03% +102.0 +43.6% $291.55 +8.7%
155 CSCO CISCO SYS INC Technology 1,227.0 $95K 0.03% $77.59 +56.1%
156 DFSV DIMENSIONAL US SMALL CAPVALUE ETF 2,704.0 $95K 0.03% $35.04 +8.6%
157 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 2,074.0 $95K 0.03% +69.0 +3.4% $45.64 +8.7%
158 XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 1,918.0 $94K 0.03% $49.21 +13.6%
159 SCHW CHARLES SCHWAB CORP Financial Services 986.0 $93K 0.03% $93.99 -0.9%
160 CACI CACI INTL INC CLASS CLASS A Technology 170.0 $92K 0.03% $543.87 -14.0%
Page 8 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%