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VSM Wealth Advisory

Latest statistics and disclosures from VSM Wealth Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VGSH, MGC, VTI, VYM, and represent 36.68% of VSM Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: VB (+$14M), SCHA (+$8.9M), DFUS (+$8.5M), DFAU, SCHV, GRIFX, VTV, VUG, VV, VGSH.
Started 3 new stock positions in GRIFX, MDB, BGS.
Reduced shares in these 10 stocks: VBK (-$16M), SCHG (-$9.8M), DFUV (-$8.6M), SCHZ, AAPL, SCHM, ACLS, LLY, USFR, SCHX.
Sold out of its positions in ATTBF, AKAM, ALB, ELV, ADM, AZN, BK, BNS, BTI, AVGO.
VSM Wealth Advisory was a net seller of stock by $-2.0M.
VSM Wealth Advisory has $321M in assets under management (AUM), dropping by 6.13%.
Central Index Key (CIK): 0002050660

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Portfolio Holdings for VSM Wealth Advisory

VSM Wealth Advisory holds 442 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large Cap Etf Etf (VV)	16.2	$52M	+2%	169k	307.86	View chart
Vanguard Short Term Cor Bd Etf Etf (VGSH)	5.8	$19M	+4%	231k	79.93	View chart
Vanguard Mega Cap Etf Etf (MGC)	5.4	$17M		71k	244.09	View chart
Vanguard Total Stock Market Etf Etf (VTI)	4.9	$16M		48k	328.17	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	4.5	$14M		102k	140.95	View chart
Vanguard Small Cap Etf Etf (VB)	4.4	$14M	+14375%	55k	254.28	View chart
Vanguard Mid Cap Etf Etf (VO)	3.8	$12M		42k	293.74	View chart
Schwab Us Broad Market Etf Etf (SCHB)	3.7	$12M	-2%	459k	25.71	View chart
Vanguard Ftse All World Ex Us Etf Etf (VEU)	3.4	$11M		154k	71.37	View chart
Schwab Us Large Cap Etf Etf (SCHA)	3.3	$11M	+520%	402k	26.34	View chart
Vanguard Growth Etf Etf (VUG)	3.3	$11M	+17%	22k	479.60	View chart
Vanguard Value Etf Etf (VTV)	3.1	$10M	+20%	54k	186.49	View chart
Dimensional Us Core Equity Markt Etf Etf (DFAU)	3.0	$9.7M	+86%	212k	45.76	View chart
Dimensional Us Equity Market Etf Etf (DFUS)	2.7	$8.6M	+8368%	119k	72.44	View chart
Vanguard Extended Marketetf Etf (VXF)	2.6	$8.2M	-5%	39k	209.34	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	2.5	$8.1M	+7%	209k	38.57	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.5	$8.1M		134k	59.92	View chart
Schwab Us Aggregate Bondetf Etf (SCHV)	1.5	$4.7M	+771%	199k	23.47	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$4.2M		6.8k	612.36	View chart
Pimco Enhanced Shrt Maturty Actv Etf Etf (MINT)	1.2	$3.8M	+5%	38k	100.69	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.1	$3.5M		64k	54.18	View chart
Microsoft Corp Stock (MSFT)	1.0	$3.3M		6.4k	517.91	View chart
Procter & Gamble Stock (PG)	1.0	$3.3M	-8%	21k	153.65	View chart
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)	1.0	$3.1M	-2%	63k	50.07	View chart
Apple Stock (GRIFX)	0.9	$2.9M	NEW	12k	254.63	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$2.7M	-2%	24k	112.75	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.5	$1.5M		3.1k	502.74	View chart
Dimensional U S Small Cap Etf Etf (DFAS)	0.4	$1.4M		21k	68.46	View chart
Pimco Active Bond Etf Etf (BOND)	0.4	$1.2M	+2%	13k	93.35	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.4	$1.2M		8.9k	137.74	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$1.1M	+2%	1.5k	746.63	View chart
Spdr S&p 500 Etf Etf (SPY)	0.3	$1.1M		1.6k	666.13	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$1.0M	+8%	1.6k	669.30	View chart
Home Depot Stock (HD)	0.3	$1.0M		2.6k	405.15	View chart
Constellation Energy Cor Stock (CEG)	0.3	$1.0M		3.1k	329.03	View chart
Vanguard Small Cap Valueetf Etf (VBR)	0.3	$1.0M		4.8k	208.72	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$840k	-10%	2.7k	315.42	View chart
Johnson & Johnson Stock (JNJ)	0.3	$838k	-15%	4.5k	185.43	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$825k	-19%	9.0k	91.42	View chart
Dimensional Intern Core Eqt Mkt Etf Etf (DFAI)	0.2	$801k	-4%	22k	36.35	View chart
Ibm Corp Stock (IBM)	0.2	$770k		2.7k	282.13	View chart
Vanguard Mega Cap Growthetf Etf (MGK)	0.2	$769k	+2%	1.9k	402.42	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$759k	-92%	24k	31.91	View chart
Eli Lilly And Stock (LLY)	0.2	$717k	-46%	939.00	763.00	View chart
Van Sht Tx Expt Bnd Etf (VTES)	0.2	$628k	+24%	6.2k	101.93	View chart
Spdr Gold Shares Etf Etf (GLD)	0.2	$616k		1.7k	355.47	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.2	$615k	-4%	25k	24.40	View chart
Vanguard Esg Us Stock Etf Etf (ESGV)	0.2	$610k	-14%	5.2k	118.43	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$584k		2.7k	215.77	View chart
Tesla Stock (TSLA)	0.2	$558k		1.3k	444.72	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$554k		4.0k	137.80	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$515k	-23%	22k	23.28	View chart
Mccormick & Co Stock (MKC)	0.2	$514k		7.7k	66.91	View chart
Vanguard Short-term Bondetf Etf (BSV)	0.2	$483k	-11%	6.1k	78.90	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$480k		2.3k	206.49	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$475k		2.1k	220.86	View chart
Walmart Stock (WMT)	0.1	$474k		4.6k	103.05	View chart
Wells Fargo & Co Stock (WFC)	0.1	$440k		5.3k	83.82	View chart
Eaton Corp Plc F Stock (ETN)	0.1	$435k		1.2k	374.25	View chart
Dynex Cap Inc Reit Stock (DX)	0.1	$418k		34k	12.29	View chart
Aon Plc Fclass A Stock (AON)	0.1	$412k		1.2k	356.58	View chart
Amazon.com Stock (AMZN)	0.1	$388k	-16%	1.8k	219.57	View chart
Csx Corp Stock (CSX)	0.1	$369k		10k	35.51	View chart
Mcdonalds Corp Stock (MCD)	0.1	$369k		1.2k	303.84	View chart
Charles Schwab Us Reit Etf Etf (SCHH)	0.1	$365k	-3%	17k	21.57	View chart
The Coca-cola Stock (KO)	0.1	$359k		5.4k	66.32	View chart
Exelon Corp Stock (EXC)	0.1	$333k		7.4k	45.01	View chart
Nvidia Corp Stock (NVDA)	0.1	$333k		1.8k	186.55	View chart
Banco Santander Sa Fsponsored Adr 1 Adr Reps 1 Ord Stock (SAN)	0.1	$331k	-13%	32k	10.48	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$327k		9.8k	33.37	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$306k	+92%	4.1k	74.36	View chart
Ishares S&p Mid Cap 400 Value Etf Etf (IJJ)	0.1	$279k		2.1k	129.72	View chart
Dimensnl Ultrashrt Fixedincm Etf Etf (DUSB)	0.1	$279k	+13%	5.5k	50.78	View chart
Honeywell Intl Stock (HON)	0.1	$242k	+4%	1.2k	210.55	View chart
Ishares Core S&p Us Growth Etf Etf (IUSG)	0.1	$239k		1.5k	164.54	View chart
Disney Walt Stock (DIS)	0.1	$237k		2.1k	114.48	View chart
Consolidated Edison Stock (ED)	0.1	$237k		2.4k	100.52	View chart
Southern Stock (SO)	0.1	$236k	-4%	2.5k	94.77	View chart
Dimensional Emerg Core Eqy Mrkt Etf Etf (DFAE)	0.1	$236k		7.5k	31.53	View chart
Abbvie Stock (ABBV)	0.1	$235k		1.0k	231.44	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$235k	-11%	1.9k	120.70	View chart
American Elec Pwr Stock (AEP)	0.1	$232k	-3%	2.1k	112.51	View chart
Intel Corp Stock (INTC)	0.1	$226k		6.7k	33.55	View chart
Rockwell Automation Stock (ROK)	0.1	$218k		623.00	349.70	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$218k		1.1k	199.47	View chart
Advanced Micro Devic Stock (AMD)	0.1	$212k	-24%	1.3k	161.79	View chart
Duke Energy Corp Stock (DUK)	0.1	$207k	-53%	1.7k	123.73	View chart
Chevron Corp Stock (CVX)	0.1	$197k	-24%	1.3k	155.33	View chart
Vanguard Esg Internatnl Stock Etf Etf (VSGX)	0.1	$193k	-5%	2.8k	69.38	View chart
Caterpillar Stock (CAT)	0.1	$193k	-63%	403.00	477.56	View chart
Dimensionl Us Large Cap Value Etf Etf (DFLV)	0.1	$191k		5.8k	32.90	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$190k	-3%	1.0k	189.41	View chart
Vanguard Mid Cap Value Etf Etf (VOE)	0.1	$187k	-23%	1.1k	174.55	View chart
Dimensional Wld Ex Us Creq 2 Etf Etf (DFAX)	0.1	$186k		5.9k	31.38	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$185k		487.00	378.94	View chart
American Express Stock (AXP)	0.1	$177k		533.00	332.16	View chart
Truist Finl Corp Stock (TFC)	0.1	$171k	-38%	3.7k	45.72	View chart
Ishares S&p Small Cap 600 Etf Etf (IJS)	0.1	$170k		1.5k	110.61	View chart
Oracle Corp Stock (ORCL)	0.1	$168k		595.00	281.47	View chart
Lowes Cos Stock (LOW)	0.0	$160k		638.00	251.31	View chart
Philip Morris Intl Stock (PM)	0.0	$159k		980.00	162.20	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$156k		5.5k	28.31	View chart
Mastercard Inc Class A Stock (MA)	0.0	$153k		269.00	569.49	View chart
Alphabet Inc Class C Stock (GOOGL)	0.0	$152k	+57%	624.00	243.73	View chart
Verizon Communications I Stock (VZ)	0.0	$146k	-26%	3.3k	43.96	View chart
Texas Pacific Land C Stock (TPL)	0.0	$146k		156.00	933.64	View chart
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)	0.0	$145k		241.00	600.37	View chart
Aflac Stock (AFL)	0.0	$142k		1.3k	111.70	View chart
Equifax Stock (EFX)	0.0	$141k		550.00	256.53	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Etf (JEPQ)	0.0	$139k	+18%	2.4k	57.51	View chart
Costco Whsl Corp Stock (COST)	0.0	$128k		139.00	923.30	View chart
Us Bancorp Del Stock (USB)	0.0	$127k		2.6k	48.32	View chart
Nuveen Quality Municipal Stock (NAD)	0.0	$124k	+4%	11k	11.69	View chart
Hecla Mng Stock (HL)	0.0	$123k		10k	12.10	View chart
Eaton Vance Tax Man Gl D Stock (EXG)	0.0	$123k		14k	9.10	View chart
Pepsico Stock (PEP)	0.0	$121k		862.00	140.47	View chart
Micron Technology Stock (MU)	0.0	$119k	-22%	709.00	167.33	View chart
Ishares Esg Awr 1-5 Y Usd Cp Bnd Etf Etf (SUSB)	0.0	$115k	+16%	4.6k	25.31	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.0	$113k	-99%	380.00	297.73	View chart
Eaton Vance Tax Mgd Buy Stock (ETB)	0.0	$113k		7.5k	15.00	View chart
Phillips 66 Stock (PSX)	0.0	$113k		830.00	136.04	View chart
Air Prods & Chems Stock (APD)	0.0	$113k		413.00	272.72	View chart
Jefferies Finl Group Stock (JEF)	0.0	$112k	-50%	1.7k	65.42	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$112k		224.00	499.21	View chart
Valneva Se Funsponsored Adr 1 Adr Reps 2 Ord Stock (VALN)	0.0	$110k	+125%	9.0k	12.20	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$110k		835.00	131.19	View chart
Eaton Vnce Mgd Glbl Buy Stock (ETW)	0.0	$109k		12k	9.05	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	0.0	$109k		558.00	194.50	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$105k		836.00	125.90	View chart
Citigroup Stock (C)	0.0	$102k		1.0k	101.50	View chart
Ishares Esg Sel Scr S&p 500 Etf Etf (XVV)	0.0	$100k		1.9k	51.51	View chart
Nordic American Tanker F Stock (NAT)	0.0	$97k		31k	3.14	View chart
Alphabet Inc Class Class A Stock (GOOG)	0.0	$96k	-60%	395.00	243.10	View chart
Technology Select Sectorspdr Etf Etf (XLK)	0.0	$96k	-5%	339.00	281.86	View chart
Pfizer Stock (PFE)	0.0	$94k	-39%	3.7k	25.48	View chart
Global X Mlp & Energy Infrastructure Etf (MLPX)	0.0	$94k		1.5k	62.71	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$94k	-44%	983.00	95.49	View chart
Blackrock Enhanced Globa Stock (BOE)	0.0	$94k	+436%	8.1k	11.57	View chart
Travelers Cos Stock (TRV)	0.0	$94k		335.00	279.29	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$93k	+7%	214.00	435.46	View chart
Conocophillips Stock (COP)	0.0	$93k		982.00	94.63	View chart
Abbott Labs Stock (ABT)	0.0	$92k	-6%	688.00	133.91	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.0	$92k		4.6k	19.97	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$86k		184.00	468.41	View chart
Dimensional Us Small Capvalu Etf Etf (DFSV)	0.0	$86k		2.7k	31.84	View chart
Grayscale Bitcoin Mini Trust Etf Etf (GPMT)	0.0	$85k	+10%	1.7k	50.63	View chart
Mondelez Intl Inc Class A Stock (MDLZ)	0.0	$85k		1.4k	62.47	View chart
Caci Intl Inc Class A Stock (CACI)	0.0	$85k		170.00	498.78	View chart
Amgen Stock (AMGN)	0.0	$85k		300.00	282.20	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Etf (SPDW)	0.0	$84k		2.0k	42.78	View chart
Regeneron Pharmaceutical Stock (REGN)	0.0	$84k		150.00	562.27	View chart
Cisco Sys Stock (CSCO)	0.0	$84k	-13%	1.2k	68.43	View chart
Gilead Sciences Stock (GILD)	0.0	$83k		752.00	110.97	View chart
Spdr S&p 500 Growth Etf Etf (SPYG)	0.0	$81k	+47%	771.00	104.56	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESML)	0.0	$79k		1.8k	45.07	View chart
Kimberly Clark Corp Stock (KMB)	0.0	$79k	-24%	631.00	124.34	View chart
Union Pac Corp Stock (UNP)	0.0	$77k		327.00	236.37	View chart
Grayscale Ethereum Mini Stock (GBTC)	0.0	$77k	+501%	2.0k	39.18	View chart
Church & Dwight Stock (CHD)	0.0	$77k		876.00	87.63	View chart
Allspring Income Opportu Stock (EAD)	0.0	$76k	+8%	11k	7.01	View chart
Vanguard Short Term Treasury Etf Etf (VCSH)	0.0	$76k		1.3k	58.85	View chart
Schwab 1 5 Year Corp Bond Etf Etf (SCHJ)	0.0	$76k	-39%	3.0k	24.95	View chart
Accenture Plc Ireland Fclass A Stock (ACN)	0.0	$75k		302.00	246.60	View chart
Corning Stock (GLW)	0.0	$74k		901.00	82.01	View chart
Visa Inc Class A Stock (V)	0.0	$73k	-9%	214.00	341.38	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$73k		510.00	142.22	View chart
Automatic Data Processin Stock (AZO)	0.0	$71k	+3916%	241.00	293.50	View chart
At&t Stock (T)	0.0	$71k		2.5k	28.24	View chart
Altria Group Stock (MO)	0.0	$69k	-31%	1.1k	66.06	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$69k		495.00	140.05	View chart
Van Ultra Shrt Bnd Etf (VUSB)	0.0	$69k		1.4k	49.99	View chart
Morgan Stanley Stock (MS)	0.0	$68k		428.00	159.10	View chart
Pnc Finl Services Stock (PNC)	0.0	$67k		335.00	200.93	View chart
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Stock (TEF)	0.0	$67k		13k	5.08	View chart
Dimensional Us High Proftblty Etf Etf (DUHP)	0.0	$66k	+74%	1.7k	37.77	View chart
Canadian Pacific Kan F Stock (CP)	0.0	$63k		850.00	74.49	View chart
Kkr & Co Stock (KKR)	0.0	$62k		481.00	129.83	View chart
Ppg Inds Stock (PPG)	0.0	$62k		588.00	105.11	View chart
Hershey Stock (HSY)	0.0	$62k		330.00	187.19	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$62k		101.00	609.35	View chart
Allspring Multi Sector I Stock (ERC)	0.0	$62k	+3%	6.4k	9.58	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$61k		237.00	259.15	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$61k		594.00	103.24	View chart
Vanguard S&p Mid Cap 400value Etf Etf (IVOV)	0.0	$61k		600.00	100.77	View chart
Merck & Co Stock (MRK)	0.0	$61k	-52%	720.00	83.96	View chart
Lyondellbasell Industr Fclass A Stock (LYB)	0.0	$59k	+33%	1.2k	49.04	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$57k		235.00	241.96	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$56k		474.00	118.83	View chart
Bristol Myers Squibb Stock (BMY)	0.0	$56k	-31%	1.2k	45.10	View chart
Nu Hldgs Ltd Fclass A Stock (NU)	0.0	$53k	+1000%	3.3k	16.01	View chart
3M Stock (MMM)	0.0	$53k		340.00	155.01	View chart
Agnc Invt Corp Reit Stock (AGNC)	0.0	$53k	+4%	5.4k	9.79	View chart
Prudential Finl Stock (PRU)	0.0	$52k		502.00	103.74	View chart
Unitedhealth Group Stock (UNH)	0.0	$52k	+9%	149.00	346.09	View chart
General Mtrs Stock (GM)	0.0	$51k		836.00	60.99	View chart
Bank Of America Corp Stock (BAC)	0.0	$51k	-41%	981.00	51.60	View chart
Vanguard Shrt Inf Prot Sec Index Etf Etf (VTIP)	0.0	$49k		974.00	50.61	View chart
Skyworks Solutions Stock (SWKS)	0.0	$49k		634.00	76.96	View chart
Blackrock Tcp Cap Corp Stock (TCPC)	0.0	$49k	+3%	7.9k	6.20	View chart
Palantir Technologies Inclass A Stock (PLTR)	0.0	$46k		250.00	182.42	View chart
Cintas Corp Stock (CTAS)	0.0	$45k		220.00	205.26	View chart
Sempra Stock (SRE)	0.0	$45k		498.00	89.98	View chart
Lam Resh Corp Stock (LRCX)	0.0	$44k		330.00	134.01	View chart
Orrstown Finl Svcs Stock (ORRF)	0.0	$44k		1.3k	33.98	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$43k		227.00	187.40	View chart
Rtx Corp Stock (RTX)	0.0	$43k		254.00	167.48	View chart
Entergy Corp Stock (ETR)	0.0	$42k		452.00	93.19	View chart
Public Svc Enterprise Gr Stock (PEG)	0.0	$42k	-28%	502.00	83.51	View chart
Newmont Corp Stock (NEM)	0.0	$42k		494.00	84.38	View chart
Vanguard S&p Mid Cap 400etf Etf (IVOO)	0.0	$41k		371.00	110.43	View chart
Wsfs Finl Corp Stock (WSFS)	0.0	$40k		750.00	53.93	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$40k		188.00	213.17	View chart
Cvs Health Corp Stock (CVS)	0.0	$40k		525.00	75.39	View chart
Intuit Stock (INTU)	0.0	$38k		56.00	682.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$38k		185.00	203.59	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Stock (NVS)	0.0	$37k		292.00	128.24	View chart
Stryker Corp Stock (SYK)	0.0	$37k		100.00	369.67	View chart
Doximity Inc Class A Stock (DOCS)	0.0	$37k		500.00	73.15	View chart
Golub Cap Bdc Stock (GBDC)	0.0	$37k		2.7k	13.69	View chart
Oneok Stock (OKE)	0.0	$37k		500.00	72.97	View chart
Spdr S&p 500 Value Etf Etf (SPYV)	0.0	$36k		658.00	55.34	View chart
Marathon Pete Corp Stock (MPC)	0.0	$35k	-62%	182.00	192.74	View chart
Ishares Core Msci Totl Intl Stck Etf Etf (IXUS)	0.0	$35k	+71%	420.00	82.58	View chart
Ford Mtr Co Del Stock (F)	0.0	$34k		2.9k	11.96	View chart
MPLX Stock (MPLX)	0.0	$34k	-30%	686.00	49.95	View chart
Ares Cap Corp Equity Class Equity Stock (ARCC)	0.0	$34k		1.7k	20.41	View chart
Southwest Airls Stock (LUV)	0.0	$34k		1.1k	31.90	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$34k		70.00	485.01	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$34k	+84%	589.00	57.09	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$33k		228.00	144.37	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$32k		172.00	187.73	View chart
Salesforce Stock (CRM)	0.0	$32k		135.00	237.00	View chart
Chimera Invt Corp Equityclass Equity Stock (CIM)	0.0	$32k	+64%	2.4k	13.22	View chart
Dominion Energy Stock (D)	0.0	$31k		506.00	61.12	View chart
Ge Aerospace Stock (GE)	0.0	$30k		100.00	300.82	View chart
Hilton Worldwide Hldgs I Stock (HLT)	0.0	$30k		115.00	259.96	View chart
Veeva Sys Inc Class A Stock (VEEV)	0.0	$30k	-50%	100.00	297.91	View chart
Comstock Res Stock (CRK)	0.0	$30k		1.5k	19.83	View chart
Ormat Technologies Stock (ORA)	0.0	$30k		308.00	96.27	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Stock (UL)	0.0	$30k		500.00	59.28	View chart
Meta Platforms Inc Class A Stock (META)	0.0	$29k	-62%	40.00	734.38	View chart
Grayscale Bitcoin Trust Etf Etf (BTC)	0.0	$29k	-80%	327.00	89.77	View chart
Quantumscape Corp Class A Stock (QS)	0.0	$29k	+46%	2.4k	12.32	View chart
Tower Semiconductor Lt F Stock (TSEM)	0.0	$29k		400.00	72.30	View chart
Ishares Msci Usa Min Volfctr Etf Etf (USMV)	0.0	$29k		303.00	95.14	View chart
Essential Utils Stock (WTRG)	0.0	$29k		720.00	39.90	View chart
Sabra Health Care Reit Ireit Stock (SBRA)	0.0	$29k		1.5k	18.64	View chart
Allstate Corp Stock (ALL)	0.0	$28k		132.00	214.65	View chart
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Stock (GSK)	0.0	$28k		640.00	43.16	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$27k		92.00	296.29	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$27k		346.00	78.34	View chart
Axcelis Technologies Stock (AYRWF)	0.0	$27k	+27400%	275.00	97.64	View chart
Occidental Pete Corp Stock (OXY)	0.0	$26k		558.00	47.21	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$26k		66.00	396.15	View chart
Autozone Stock (ACLS)	0.0	$26k	-97%	6.00	4290.17	View chart
M & T Bk Corp Stock (MTB)	0.0	$26k		129.00	197.62	View chart
General Mills Stock (GIS)	0.0	$25k		500.00	50.42	View chart
Kosmos Energy Stock (KHC)	0.0	$25k	+6439%	15k	1.66	View chart
Roper Technologies Stock (ROP)	0.0	$25k		50.00	498.70	View chart
Ishs Us Eqty Factr Rotatn Act Etf Etf (DYNF)	0.0	$25k		421.00	59.20	View chart
Carnival Corp F Stock (CCL)	0.0	$25k		860.00	28.92	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$25k		263.00	93.37	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$24k		90.00	271.12	View chart
Abrdn Life Sciences Inve Stock (HQL)	0.0	$24k	+3%	1.6k	15.51	View chart
Dupont De Nemours Stock (DD)	0.0	$24k		308.00	77.94	View chart
Coterra Energy Stock (CTRA)	0.0	$24k		1.0k	23.65	View chart
Eversource Energy Stock (ES)	0.0	$23k		322.00	71.14	View chart
Ishares Us Healthcare Etf Etf (IYH)	0.0	$22k		380.00	58.72	View chart
Spdr Index Shares Emerg Markt Etf Etf (SPEM)	0.0	$22k		477.00	46.76	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$22k		107.00	204.86	View chart
Enterprise Prods Part Stock (EPD)	0.0	$22k	-66%	689.00	31.27	View chart
Dnp Select Income Cf Stock (DNP)	0.0	$21k	+10%	2.1k	10.01	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Stock (BP)	0.0	$21k		610.00	34.46	View chart
United Parcel Svc Inc Class B Stock (UPS)	0.0	$20k	-60%	243.00	83.61	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$20k		200.00	100.30	View chart
Nisource Stock (NI)	0.0	$20k		460.00	43.30	View chart
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Stock (BABA)	0.0	$20k		110.00	178.73	View chart
Crowdstrike Hldgs Inc Class A Stock (CRWD)	0.0	$20k		40.00	490.38	View chart
Boeing Stock (BA)	0.0	$19k		90.00	215.83	View chart
Prospect Cap Corp Stock (PSEC)	0.0	$19k	+5%	7.0k	2.75	View chart
Ishares Core S&p Mid Capetf Etf (IJH)	0.0	$19k		290.00	65.26	View chart
Blackrock Stock (BLK)	0.0	$19k		16.00	1165.88	View chart
Corteva Stock (CTVA)	0.0	$19k		275.00	67.63	View chart
Revvity Stock (RVTY)	0.0	$18k		210.00	87.65	View chart
First Trust Growth Strength Etf Etf (FTGS)	0.0	$18k		503.00	35.91	View chart
Applied Matls Stock (AAPL)	0.0	$18k	-99%	86.00	204.74	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$17k		174.00	99.95	View chart
Eaton Vance Tax Adv Glbl Stock (ETG)	0.0	$17k	+6%	822.00	21.13	View chart
Solid Pwr Inc Class A Stock (SLDP)	0.0	$17k		5.0k	3.47	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Stock (DEO)	0.0	$17k		181.00	95.43	View chart
Valero Energy Corp Stock (VLO)	0.0	$17k		100.00	170.26	View chart
Pure Storage Inc Class A Stock (PSTG)	0.0	$17k		200.00	83.81	View chart
Palo Alto Networks Stock (PANW)	0.0	$16k		80.00	203.62	View chart
Marriott Intl Inc New Class A Stock (MAR)	0.0	$16k		62.00	260.85	View chart
Ft Rising Dividend Achievers Etf Etf (RDVY)	0.0	$16k		240.00	67.26	View chart
Atlassian Corp Class A Stock (ADP)	0.0	$16k	-58%	100.00	159.70	View chart
Sherwin-williams Stock (SHW)	0.0	$16k		46.00	346.26	View chart
Global X Us Infra Dvlpmnt Etf Etf (PAVE)	0.0	$16k		334.00	47.63	View chart
Confluent Inc Class A Stock (CFLT)	0.0	$16k	+60%	800.00	19.80	View chart
Northwest Biotherapeutic Stock (NWBO)	0.0	$16k		66k	0.24	View chart
First Trust Intl Delp Captl Sgth Etf Etf (FICS)	0.0	$16k		410.00	38.14	View chart
Mongodb Inc Class A Stock (MDB)	0.0	$16k	NEW	50.00	310.38	View chart
Blue Owl Cap Corp Stock (OBDC)	0.0	$16k	+7%	1.2k	12.77	View chart
Honda Mtr Ltd Fsponsored Adr 1 Adr Reps 3 Ord Stock (HMC)	0.0	$15k		500.00	30.80	View chart
Ge Vernova Stock (GEV)	0.0	$15k		25.00	614.92	View chart
Zoetis Inc Class A Stock (ZTS)	0.0	$15k		105.00	145.90	View chart
Ginkgo Bioworks Hldg Class A Stock (DNA)	0.0	$15k		1.0k	14.58	View chart
Arista Networks Stock (ANET)	0.0	$15k		100.00	145.71	View chart
BRISTOL-MYERS SQU 4pcnt PFDCONV Stock (BMYMP)	0.0	$14k		20.00	721.00	View chart
Archer-daniels Midland C Stock (ACHR)	0.0	$14k	-76%	238.00	59.74	View chart
Eaton Vance Enhanced Eqt Stock (EOI)	0.0	$14k	+7%	672.00	21.00	View chart
Ishares S&p Mid Cap 400 Grwth Etf Etf (IJK)	0.0	$14k		145.00	95.69	View chart
Texas Instrs Stock (TXN)	0.0	$14k		75.00	183.83	View chart
Te Connectivity Plc F Stock (TEL)	0.0	$13k		60.00	219.53	View chart
Brookfield Corp Fclass A Stock (BN)	0.0	$13k		192.00	68.58	View chart
L3harris Technologies In Stock (LHX)	0.0	$13k		43.00	305.42	View chart
Bank Hawaii Corp Stock (BOH)	0.0	$13k		200.00	65.64	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.0	$13k		404.00	32.09	View chart
Ishares Gold Etf Etf (IAU)	0.0	$13k		178.00	72.77	View chart
Biogen Stock (BIIB)	0.0	$13k		92.00	140.08	View chart
American Tower Corp New Reit Stock (AMT)	0.0	$13k	-57%	66.00	192.32	View chart
Leonardo Drs Stock (DRS)	0.0	$13k		275.00	45.40	View chart
Ishares S&p Smll Cap 600grth Etf Etf (IJT)	0.0	$13k		88.00	141.50	View chart
On Semiconductor Corp Stock (ON)	0.0	$12k		250.00	49.31	View chart
Carrier Global Corp Stock (CARR)	0.0	$12k		201.00	59.70	View chart
Goldman Sachs Group Stock (GS)	0.0	$12k		15.00	796.33	View chart
Rivian Automotive Inc Class A Stock (RIVN)	0.0	$12k		813.00	14.68	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$12k		426.00	27.27	View chart
Ishares Us Utilities Etf Etf (IDU)	0.0	$11k		101.00	110.90	View chart
Eqt Corp Stock (EQT)	0.0	$11k		203.00	54.51	View chart
Tc Energy Corp F Stock (TRP)	0.0	$11k		200.00	54.41	View chart
READY CAPITAL 6.25pcnt PFDCONV SER C Stock (RC.PC)	0.0	$11k		670.00	16.09	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$11k		451.00	23.85	View chart
Intuitive Surgical Stock (ISRG)	0.0	$11k	-81%	24.00	447.25	View chart
Comcast Corp New Class A Stock (CMCSA)	0.0	$11k	-74%	341.00	31.46	View chart
Lucid Group Stock	0.0	$11k	-70%	449.00	23.79	View chart
Stag Indl Inc Reit Stock (STAG)	0.0	$11k		300.00	35.29	View chart
Two Harbors Investme Stock (TWO)	0.0	$11k		1.1k	9.87	View chart
Idacorp Stock (IDA)	0.0	$10k		77.00	132.16	View chart
Roku Inc Class A Stock (ROKU)	0.0	$10k		100.00	100.13	View chart
Zimmer Biomet Hldgs Stock (ZBH)	0.0	$9.9k		100.00	98.50	View chart
Jetblue Awys Corp Equityclass Equity Stock (JBLU)	0.0	$9.8k		2.0k	4.92	View chart
Monday Com Ltd F Stock (MNDY)	0.0	$9.7k		50.00	193.70	View chart
Archer Aviation Inc Class A Stock (AMAT)	0.0	$9.6k	+1049%	1.0k	9.58	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$9.1k		100.00	91.43	View chart
Ishares China Large Cap Etf Etf (FXI)	0.0	$9.1k		222.00	41.10	View chart
Ishares Ibonds 2026 Termhigh Yield Etf (IBHF)	0.0	$9.0k		384.00	23.39	View chart
Ishs Ibnd 2027 Trm Hgh Yld Incm Etf Etf (IBHG)	0.0	$9.0k		398.00	22.49	View chart
Welltower Inc Reit Stock (WELL)	0.0	$8.9k		50.00	178.14	View chart
Illinois Tool Wks Stock (ITW)	0.0	$8.9k		34.00	260.76	View chart
Ishares Ibnd 2025 Trm Hgh Yld Etf Etf (IBHE)	0.0	$8.8k		378.00	23.22	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$8.7k	-86%	154.00	56.69	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Etf (VSS)	0.0	$8.4k		59.00	142.49	View chart
Brookfield Infrastru Fclass A Stock (BIPC)	0.0	$8.2k		200.00	41.12	View chart
Stratgy Shars Nasdaq 7handl Indx Etf Etf (HNDL)	0.0	$8.2k	+18%	367.00	22.28	View chart
Agco Corp Del Stock (AGCO)	0.0	$8.0k		75.00	107.07	View chart
Weyerhaeuser Co Reit Stock (WY)	0.0	$7.9k		320.00	24.79	View chart
Annaly Cap Mgmt Inc Reit Stock (NLY)	0.0	$7.8k	+14%	388.00	20.23	View chart
Fedex Corp Stock (FDX)	0.0	$7.8k		33.00	236.55	View chart
Apa Corp Stock (APA)	0.0	$7.3k		300.00	24.28	View chart
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Stock (HLN)	0.0	$7.2k		800.00	8.97	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$6.8k		76.00	88.89	View chart
Standard Biotools Stock (LAB)	0.0	$6.5k		5.0k	1.30	View chart
Crispr Therapeutics Ag F Stock (CRSP)	0.0	$6.5k		100.00	64.81	View chart
Williams Cos Stock (WMB)	0.0	$6.3k		100.00	63.35	View chart
Dow Stock (DOW)	0.0	$6.3k		274.00	22.93	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$6.1k		62.00	97.84	View chart
Kraft Heinz Stock (KOS)	0.0	$6.0k	-98%	230.00	26.04	View chart
Uber Technologies Stock (UBER)	0.0	$5.9k		60.00	97.97	View chart
Spectrum Brands Hldgs In Stock (SPB)	0.0	$5.8k		110.00	52.35	View chart
Lithium Amers Corp F Stock (LAC)	0.0	$5.7k		1.0k	5.71	View chart
Hercules Cap Stock (HTGC)	0.0	$5.7k		300.00	18.91	View chart
Genco Shipping & Tradi F Stock (GNK)	0.0	$5.3k		300.00	17.80	View chart
Westport Fuel System I F Stock (WPRT)	0.0	$5.3k		2.4k	2.27	View chart
Ameren Corp Stock (AEE)	0.0	$5.3k		50.00	105.10	View chart
Ecolab Stock (ECL)	0.0	$5.2k		19.00	273.84	View chart
Price T Rowe Group Stock (TROW)	0.0	$5.2k	+2%	51.00	101.86	View chart
Mercadolibre Stock (MELI)	0.0	$4.7k	-92%	2.00	2337.00	View chart
Granite Pt Mtg Tr Stock (GT)	0.0	$4.6k	+203%	1.5k	3.00	View chart
Clean Energy Fuels Corp Stock (CLNE)	0.0	$4.4k		1.7k	2.58	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$4.3k		50.00	86.80	View chart
Alcon Inc F Stock (ALC)	0.0	$4.3k		58.00	74.52	View chart
On Hldg Ag Fclass A Stock (ONON)	0.0	$4.2k		100.00	42.35	View chart
Ready Cap Corp Reit Stock (RC)	0.0	$4.2k	+2%	1.1k	3.87	View chart
Artesian Res Corp Class A Stock (ARTNA)	0.0	$4.0k		122.00	32.60	View chart
E L F Beauty Stock (ELF)	0.0	$4.0k		30.00	132.47	View chart
Ishares Cybersecurity And Tech Etf Etf (IHAK)	0.0	$3.9k		74.00	52.32	View chart
Empire St Rlty Tr Inc Reit Stock (ESRT)	0.0	$3.8k		500.00	7.66	View chart
Viking Hldgs Ltd F Stock (VIK)	0.0	$3.7k	+50%	60.00	62.17	View chart
Phillips Edison & Co Stock (PECO)	0.0	$3.7k		107.00	34.34	View chart
Lithium Argentina Ag F Stock (LAR)	0.0	$3.3k		1.0k	3.34	View chart
Amalgamated Finl Corp Stock (AMAL)	0.0	$3.3k		122.00	27.07	View chart
Ishares Esg Aware Us Aggrgt Bnd Etf Etf (EAGG)	0.0	$3.3k		68.00	48.15	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.0	$3.1k		10.00	306.90	View chart
F N B Corp Pa Stock (FNB)	0.0	$3.0k		189.00	16.11	View chart
Quidelortho Corp Stock (QDEL)	0.0	$2.9k		100.00	29.45	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$2.9k		10.00	293.80	View chart
Tractor Supply Stock (TSCO)	0.0	$2.9k		51.00	56.65	View chart
Brookfield Asset Mgmt Fclass A Stock (BAM)	0.0	$2.7k		48.00	56.94	View chart
Ballard Pwr Sys Inc Ne F Stock (BLDP)	0.0	$2.7k		1.0k	2.72	View chart
Target Corp Equity Class Equity Stock (TGT)	0.0	$2.7k	-91%	30.00	89.33	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$2.6k		8.00	326.38	View chart
First Cmnty Corp S C Stock (FCCO)	0.0	$2.6k		91.00	28.22	View chart
Ge Healthcare Technologi Stock (GEHC)	0.0	$2.5k		33.00	75.09	View chart
Fiverr Intl Ltd F Stock (FVRR)	0.0	$2.4k		100.00	24.41	View chart
Middlesex Wtr Stock (MSEX)	0.0	$1.9k		35.00	54.11	View chart
Host Hotels & Resorts In Stock (HST)	0.0	$1.9k	-70%	110.00	17.02	View chart
Norwegian Cruise Line F Stock (NCLH)	0.0	$1.8k	-57%	73.00	24.63	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$1.6k		12.00	135.67	View chart
Amplify Alternative Harvetf Etf (MJ)	0.0	$1.6k		43.00	37.37	View chart
Invsc S P Global Water Index Etf Etf (CGW)	0.0	$1.6k		25.00	64.24	View chart
Northern Dynasty Miner F Stock (NAK)	0.0	$1.4k		1.2k	1.20	View chart
Blackstone Mtg Tr Inc Reit Stock (BXMT)	0.0	$1.4k		75.00	18.41	View chart
Under Armour Inc Class C Stock (UA)	0.0	$976.003400		202.00	4.83	View chart
Vanguard Glbal Ex Us Real Estate Etf Etf (VNQI)	0.0	$955.000000		20.00	47.75	View chart
Solventum Corp Stock (SOLV)	0.0	$876.000000		12.00	73.00	View chart
Cenovus Energy Inc F Stock (CVE)	0.0	$816.000000		48.00	17.00	View chart
Organon & Co Stock (OGN)	0.0	$534.000000		50.00	10.68	View chart
Under Armour Inc Class A Stock (UAA)	0.0	$504.000100		101.00	4.99	View chart
Hilton Grand Vacations I Stock (HGV)	0.0	$418.000000		10.00	41.80	View chart
Porsche Automobil Hldg Fsponsored Adr 1 Adr Reps 0.1 Ord Stock (POAHY)	0.0	$387.000000		100.00	3.87	View chart
Ovintiv Stock (OVV)	0.0	$362.999700		9.00	40.33	View chart
Pacific Biosciences Cali Stock (PACB)	0.0	$307.998000		241.00	1.28	View chart
Proshares Ultra Energy Etf Etf (DIG)	0.0	$292.000000		8.00	36.50	View chart
Chargepoint Hldgs Inc Class A Stock	0.0	$262.000800	-95%	24.00	10.92	View chart
Embecta Corp Stock (EMBC)	0.0	$253.999800		18.00	14.11	View chart
Fuelcell Energy Stock (FCEL)	0.0	$250.000000		32.00	7.81	View chart
Park Hotels & Resorts Inreit Stock (PK)	0.0	$232.999200		21.00	11.10	View chart
Viatris Stock (VTRS)	0.0	$148.999500		15.00	9.93	View chart
Brainstorm Cell Therapeu Stock (BCLI)	0.0	$84.996000		120.00	0.71	View chart
Warner Bros Discovery In Stock (WBD)	0.0	$78.000000		4.00	19.50	View chart
Beyond Meat Stock (BYND)	0.0	$62.000400		33.00	1.88	View chart
Themes Genrtve Artfcl Intle Etf Etf (WISE)	0.0	$44.000000		1.00	44.00	View chart
Veru Stock (VERU)	0.0	$38.000000	-90%	10.00	3.80	View chart
Manchester Utd Plc New Fclass A Stock (MANU)	0.0	$15.000000		1.00	15.00	View chart
Peloton Interactive Stock (PTON)	0.0	$9.000000		1.00	9.00	View chart
Century Lithium Corp F Stock (CNP)	0.0	$5.000400	-97%	27.00	0.19	View chart
Advisorshs Pure Us Cannabis Etf Iv Etf (MSOS)	0.0	$5.000000		1.00	5.00	View chart
Unisys Corp Stock (UIS)	0.0	$4.000000		1.00	4.00	View chart
Ayr Wellness Inc Fclass A Stock (BGS)	0.0	$0	NEW	1.00	0.00	View chart
Aer Energy Res Stock (AERN)	0.0	$0		5.00	0.00	View chart
Arrival Ordf Stock (ARVLF)	0.0	$0		30.00	0.00	View chart

Past Filings by VSM Wealth Advisory

SEC 13F filings are viewable for VSM Wealth Advisory going back to 2025

VSM Wealth Advisory 2025 Q3 filed Nov. 13, 2025
VSM Wealth Advisory 2025 Q2 filed Aug. 11, 2025

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