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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 9 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BOE BLACKROCK ENHANCED GLBL Financial Services 8,431.0 $92K 0.03% +212.0 +2.6% $10.96 +7.6%
162 GOOGL ALPHABET INC CLASS CLASS A Communication Services 320.0 $92K 0.03% $287.56 +20.4%
163 PCEF INVESCO CEF INCOME COMPOSITE ETF 4,768.0 $90K 0.03% +99.0 +2.1% $18.82 +6.2%
164 COST COSTCO WHSL CORP NEW Consumer Defensive 90.0 $89K 0.03% -50.0 -35.7% $994.43 -3.7%
165 ORCL ORACLE CORP Technology 595.0 $88K 0.03% $147.23 +12.2%
166 MRK MERCK & CO. INC. Healthcare 725.0 $87K 0.03% $120.31 -0.6%
167 TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 19,209.0 $83K 0.03% NEW $4.34
168 IWF ISHARES RUSSELL 1000 GROWTH ETF 195.0 $83K 0.03% +11.0 +6.0% $426.40 -71.9%
169 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 1,767.0 $83K 0.03% $47.02 +14.9%
170 CHD CHURCH & DWIGHT INC Consumer Defensive 876.0 $82K 0.02% $93.32 +3.4%
171 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 1,668.0 $80K 0.02% +626.0 +60.1% $47.88 -0.5%
172 UNP UNION PAC CORP Industrials 327.0 $79K 0.02% +168.0 +105.7% $242.62 +6.6%
173 MONDELEZ INTL INC CLASS A 1,366.0 $79K 0.02% NEW $57.64
174 BMY BRISTOL MYERS SQUIBB CO Healthcare 1,270.0 $77K 0.02% +234.0 +22.6% $60.67 -8.5%
175 ARCC ARES CAP CORP Common Stock CLASS Common Stock Financial Services 4,246.0 $77K 0.02% +53.0 +1.3% $18.02 -0.7%
176 EAD ALLSPRING INCOME OPPORTU Financial Services 11,480.0 $74K 0.02% NEW $6.48 -1.4%
177 T AT&T INC Communication Services 2,497.0 $72K 0.02% $28.99 -21.3%
178 SDY STATE STREET SPDR S&P DIVIDEND ETF 495.0 $72K 0.02% $145.94 +2.8%
179 MS MORGAN STANLEY Financial Services 430.0 $71K 0.02% $164.70 +37.2%
180 MO ALTRIA GROUP INC Consumer Defensive 1,071.0 $71K 0.02% +11.0 +1.0% $65.98 +8.5%
Page 9 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%