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Portfolio (Quarterly) Guide ↗

VSM Wealth Advisory, LLC

· CIK 0002050660
13F Portfolio $376M AUM 507 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 82 Added 52 Reduced 32 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES 54,504.0 $16.5M 4.39% -486.0 -0.9% $303.12 +1.6%
2 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 100,115.0 $15.8M 4.20% -1K -1.2% $158.03 +4.8%
3 SCHB SCHWAB U.S. BROAD MARKETETF 442,453.0 $12.8M 3.40% -5K -1.0% $28.96 +3.3%
4 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 152,541.0 $12.8M 3.39% -2K -1.2% $83.75 +2.5%
5 VXF VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES 37,552.0 $9.2M 2.46% -743.0 -1.9% $246.21 +1.5%
6 VOO VANGUARD S&P 500 ETF 6,539.0 $4.5M 1.19% -174.0 -2.6% $686.78 +3.4%
7 XOM EXXON MOBIL CORP Energy 23,340.0 $3.2M 0.85% -210.0 -0.9% $136.72 +18.1%
8 AAPL APPLE INC Technology 11,015.0 $3.2M 0.85% -123.0 -1.1% $289.35 +5.6%
9 JNJ JOHNSON & JOHNSON Healthcare 4,218.0 $1.1M 0.28% -128.0 -3.0% $253.96 +3.3%
10 INTC INTEL CORP Technology 6,325.0 $883K 0.23% -416.0 -6.2% $139.63 -25.9%
11 HD HOME DEPOT INC Consumer Cyclical 2,474.0 $873K 0.23% -32.0 -1.3% $352.74 -4.2%
12 IBM IBM CORP Technology 2,635.0 $741K 0.20% -68.0 -2.5% $281.22 -18.6%
13 SCHF SCHWAB INTERNATIONAL COMMON STOCK ETF 22,504.0 $623K 0.17% -297.0 -1.3% $27.70 +3.0%
14 WFC WELLS FARGO & CO Financial Services 7,111.0 $588K 0.16% -50.0 -0.7% $82.64 +5.9%
15 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES 2,396.0 $567K 0.15% -314.0 -11.6% $236.67 +3.3%
16 VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 5,700.0 $550K 0.15% -711.0 -11.1% $96.43 +1.6%
17 VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 2,662.0 $526K 0.14% -384.0 -12.6% $197.63 +6.1%
18 TSLA TESLA INC Consumer Cyclical 1,217.0 $512K 0.14% -24.0 -1.9% $420.60 -19.3%
19 SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 20,493.0 $495K 0.13% -2K -7.9% $24.14 -0.2%
20 WM WASTE MGMT INC DEL Industrials 1,866.0 $416K 0.11% -249.0 -11.8% $222.85 +0.5%
Page 1 of 3  ·  52 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 18.5%
Consumer Defensive 12.9%
Energy 10.7%
Healthcare 8.3%
Industrials 7.6%
Consumer Cyclical 6.3%
Utilities 5.7%
Real Estate 2.1%
Communication Services 2.0%