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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 22 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARTNA ARTESIAN RES CORP CLASS A Utilities 122.0 $4K 0.00% $33.99 +2.8%
422 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 134.0 $4K 0.00% NEW $30.85 -0.2%
423 LAB STANDARD BIOTOOLS INC Healthcare 5,000.0 $4K 0.00% $0.82 -16.8%
424 CHWY CHEWY INC CLASS A Consumer Cyclical 200.0 $4K 0.00% $19.65 +12.6%
425 ALC ALCON INC F Healthcare 58.0 $4K 0.00% $67.10 +8.0%
426 STX SEAGATE TECHNOLOGY H F Technology 4.0 $4K 0.00% NEW $965.00 +3.1%
427 LITHIUM AMERS CORP F 1,000.0 $4K 0.00% $3.85
428 FNB F N B CORP PA Financial Services 189.0 $4K 0.00% $19.08 +1.7%
429 ONON ON HLDG AG FCLASS A Consumer Cyclical 100.0 $4K 0.00% $35.42 -11.6%
430 VONE VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES 10.0 $3K 0.00% $346.70 +1.0%
431 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K 0.00% $1697.50 +5.3%
432 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 50.0 $3K 0.00% +17.0 +51.5% $64.02 +13.0%
433 BXMT BLACKSTONE MTG TR INC REIT Real Estate 181.0 $3K 0.00% $16.95 -16.0%
434 OIS OIL STS INTL INC Energy 375.0 $3K 0.00% $8.01 +14.3%
435 FCCO FIRST CMNTY CORP S C Financial Services 91.0 $3K 0.00% $32.68 +6.2%
436 NCSM NCS MULTISTAGE HLDGS INC Energy 66.0 $3K 0.00% NEW $44.12 +15.9%
437 TEMA SPACE INNOVATORS ETF 90.0 $3K 0.00% NEW $30.38
438 FEDERAL NATL MTG ASSN 416.0 $3K 0.00% $6.51
439 ESRT EMPIRE ST RLTY TR INC REIT Real Estate 500.0 $3K 0.00% $5.41 -13.9%
440 SPXX NUVEEN S&P 500 DYNAMIC O Financial Services 145.0 $3K 0.00% $18.64 +2.9%
Page 22 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%