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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 26 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 WISE THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF 1.0 $39.0 $39.00 -4.0%
502 BYND BEYOND MEAT INC Consumer Defensive 33.0 $25.0 $0.76 +1435.2%
503 MANU MANCHESTER UTD PLC NEW FCLASS A Communication Services 1.0 $23.0 -269.0 -99.6% $23.00 +1.3%
504 UAA UNDER ARMOUR INC CLASS A Consumer Cyclical 1.0 $6.0 $6.00 -11.8%
505 BLFS BIOLIFE SCIENCES INC Healthcare 5,000.0 NEW
506 GME INNOTAINMENT INC 250,000.0
507 PETROTEQ ENERGY INC F 500,000.0
Page 26 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%