BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 14 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLDP BALLARD PWR SYS INC NE F Industrials 8,000.0 $31K 0.01% $3.89 -36.4%
262 MTB M&T BK CORP Financial Services 129.0 $31K 0.01% $238.01 +5.5%
263 CRWD CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES Technology 40.0 $31K 0.01% $190.79 +10.9%
264 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 346.0 $30K 0.01% $87.88 +2.9%
265 SBRA SABRA HEALTH CARE REIT IREIT Real Estate 1,529.0 $30K 0.01% $19.52 +4.5%
266 ETH GRAYSCALE ETHEREUM MINI STAKING ETF Financial Services 1,966.0 $30K 0.01% $15.03 +21.5%
267 GEV GE VERNOVA INC Utilities 25.0 $29K 0.01% $1174.88 -13.5%
268 USMV ISHARES MSCI USA MIN VOLFACTOR ETF 303.0 $29K 0.01% -195.0 -39.2% $96.46 +4.6%
269 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 250.0 $29K 0.01% $116.67 +47.9%
270 DNP DNP SELECT INCOME Financial Services 2,703.0 $29K 0.01% $10.79 +1.6%
271 DYNF ISHARES U.S. COMMON STOCK FACTOR ROTATION ACTIVE ETF 421.0 $29K 0.01% $68.01 +2.4%
272 EFA ISHARES MSCI EAFE ETF 263.0 $27K 0.01% $103.88 +3.4%
273 EPD ENTERPRISE PRODS PART LP Energy 733.0 $27K 0.01% $36.76 +5.3%
274 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 444.0 $27K 0.01% $60.12
275 VLO VALERO ENERGY CORP NEW Energy 100.0 $26K 0.01% $260.44 +33.7%
276 IYH ISHARES U.S. HEALTHCARE ETF 380.0 $25K 0.01% $67.01 +7.1%
277 SOLS SOLSTICE ADVANCED MATLS Basic Materials 286.0 $25K 0.01% $88.61 -31.4%
278 QEMM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 488.0 $25K 0.01% NEW $51.82 +54.3%
279 PEG PUBLIC SVC ENTERPRISE GR Utilities 310.0 $25K 0.01% +3.0 +1.0% $81.08 -6.0%
280 QQQI NEOS NASDAQ-100(R) HIGH INCOME ETF 441.0 $25K 0.01% +274.0 +164.1% $56.84 -3.0%
Page 14 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%