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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 11 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BMY BRISTOL MYERS SQUIBB CO Healthcare 1,039.0 $60K 0.02% -231.0 -18.2% $57.60 +12.2%
202 JEPI JPMORGAN COMMON STOCK PREMIUM INCOME ETF 1,035.0 $58K 0.02% $56.48 +2.3%
203 HSY HERSHEY CO Consumer Defensive 330.0 $58K 0.01% $175.58 +3.1%
204 SOXX ISHARES SEMICONDUCTOR ETF 90.0 $58K 0.01% $640.76 -12.7%
205 WSFS WSFS FINL CORP Financial Services 750.0 $58K 0.01% $76.73 +6.6%
206 BAC BANK OF AMERICA CORP Financial Services 979.0 $56K 0.01% $57.00 +12.1%
207 MMM 3M CO Industrials 343.0 $56K 0.01% $161.95 +11.3%
208 LUV SOUTHWEST AIRLS CO Industrials 1,076.0 $55K 0.01% $51.44 -15.7%
209 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 1,000.0 $55K 0.01% $55.01 +4.6%
210 CVS CVS HEALTH CORP Healthcare 525.0 $54K 0.01% $103.45 -9.1%
211 ADP AUTOMATIC DATA PROCESSIN Industrials 242.0 $54K 0.01% $223.98 +18.8%
212 PRU PRUDENTIAL FINL INC Financial Services 502.0 $54K 0.01% $107.93 +15.4%
213 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 450.0 $54K 0.01% -61.0 -11.9% $119.08 +2.9%
214 ORRF ORRSTOWN FINL SVCS INC Financial Services 1,288.0 $53K 0.01% $40.83 +5.4%
215 VALN VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS Healthcare 10,000.0 $52K 0.01% $5.23 +35.0%
216 ACLS AXCELIS TECHNOLOGIES INC Technology 275.0 $52K 0.01% $189.45 -23.9%
217 ENTERGY CORP NEW 452.0 $52K 0.01% $114.86
218 T AT&T INC Communication Services 2,497.0 $52K 0.01% $20.70 +19.2%
219 IWD ISHARES RUSSELL 1000 VALUE ETF 213.0 $52K 0.01% $242.43 +5.9%
220 NOC NORTHROP GRUMMAN CORP Industrials 101.0 $51K 0.01% -340.0 -77.1% $509.39 +11.9%
Page 11 of 26  ·  507 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%