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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 9 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COF CAPITAL ONE FINL CORP Financial Services 112.0 $77K 0.02% NEW $690.29 -70.9%
162 MS MORGAN STANLEY Financial Services 429.0 $76K 0.02% NEW $177.68 +25.6%
163 VGSH VANGUARD SHORT TERM TREASURY ETF 1,297.0 $76K 0.02% NEW $58.73 -1.0%
164 MRK MERCK & CO. INC. Healthcare 723.0 $76K 0.02% NEW $105.25 +13.8%
165 SCHJ SCHWAB 1 5 YEAR CORP BOND ETF 3,033.0 $76K 0.02% NEW $24.90 -1.1%
166 V VISA INC CLASS CLASS A Financial Services 214.0 $75K 0.02% NEW $350.71 -5.3%
167 CSCO CISCO SYS INC Technology 1,225.0 $74K 0.02% NEW $60.71 +102.4%
168 ACN ACCENTURE PLC IRELAND FCLASS CLASS A Technology 274.0 $74K 0.02% NEW $268.30 -52.5%
169 CHD CHURCH & DWIGHT INC Consumer Defensive 876.0 $73K 0.02% NEW $83.85 +17.3%
170 PNC PNC FINL SERVICES Financial Services 335.0 $70K 0.02% NEW $208.73 +14.5%
171 VUSB VAN ULTRA SHRT BND 1,383.0 $69K 0.02% NEW $49.84 -0.2%
172 SDY STATE STREET SPDR S&P DIV ETF 495.0 $69K 0.02% NEW $139.16 +8.5%
173 GM GENERAL MTRS CO Consumer Cyclical 836.0 $68K 0.02% NEW $81.37 -1.9%
174 TRV TRAVELERS COS INC Financial Services 234.0 $68K 0.02% NEW $290.06 +10.5%
175 DUHP DIMENSIONAL US HIGH PROFTBLTY ETF 1,744.0 $66K 0.02% NEW $38.03 +7.9%
176 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,686.0 $65K 0.02% NEW $38.73 -30.4%
177 KMB KIMBERLY CLARK CORP Consumer Defensive 634.0 $64K 0.02% NEW $100.92 +6.1%
178 PRU PRUDENTIAL FINL INC Financial Services 566.0 $64K 0.02% NEW $112.88 -5.3%
179 IXN ISHARES GLOBAL TECH ETF 599.0 $63K 0.02% NEW $105.08 +33.8%
180 CANADIAN PACIFIC KAN F 850.0 $63K 0.02% NEW $73.63
Page 9 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%