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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, VCSH, MGC, VTI, VYM, and represent 35.28% of VSM Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: VUG, VTV, VCSH, VV, LMT, ETN, SAN, DFAC, DFAU, MCHP.
Started 80 new stock positions in VALN, ITOT, IWN, ETG, MDGL, BABA, UUUU, ATTBF, WEC, BNAI.
Reduced shares in these 10 stocks: MSFT, MCD, LLY, LOW, DFAS, DFLV, IVV, , VNQ, SCHB.
Sold out of its positions in AERN, AGCO, AKTSQ, TEAM, BE, Bristol Myers Squibb Co pfd cv $2, DHR, DFLV, HTGC, HYLN. RFG, CGW, ETHA, LHX, MPC, MA, MDLZ, NFLX, NAK, REKR, SGMT, VRT.
VSM Wealth Advisory was a net buyer of stock by $9.0M.
VSM Wealth Advisory has $335M in assets under management (AUM), dropping by 0.57%.
Central Index Key (CIK): 0002050660

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Positions held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for VSM Wealth Advisory

VSM Wealth Advisory holds 505 positions in its portfolio as reported in the March 2026 quarterly 13F filing

VSM Wealth Advisory has 505 total positions. Only the first 250 positions are shown.

Sign up to view all of the VSM Wealth Advisory March 31, 2026 positions
Download the VSM Wealth Advisory March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Indexfund Etf Shares Etf (VV)	14.9	$50M		167k	298.85	View chart
Vanguard Short Term Cor Bd Etf Etf (VCSH)	6.3	$21M	+2%	267k	79.27	View chart
Vanguard Mega Cap Index Fund Etf Shares Etf (MGC)	4.9	$17M		70k	236.35	View chart
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)	4.6	$16M		48k	320.81	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)	4.5	$15M		101k	148.10	View chart
Vanguard Small-cap Indexfund Etf Shares Etf (VB)	4.3	$14M	+2%	55k	261.92	View chart
Vanguard Value Index Fund Etf Shares Etf (VTV)	3.6	$12M	+10%	61k	196.20	View chart
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)	3.5	$12M		41k	287.18	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)	3.5	$12M		154k	75.10	View chart
Schwab U.s. Broad Marketetf Etf (SCHB)	3.4	$11M		447k	25.10	View chart
Vanguard Growth Index Fund Etf Shares Etf (VUG)	3.3	$11M	+11%	25k	436.79	View chart
DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)	3.0	$10M	+3%	222k	45.12	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	2.7	$8.9M	+2%	139k	64.08	View chart
DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)	2.6	$8.7M	+3%	123k	70.91	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.6	$8.7M		338k	25.64	View chart
DIMENSIONAL U.S. CORE Common Stock 2 ETF Etf (DFAC)	2.6	$8.5M	+4%	220k	38.86	View chart
Vanguard Extended Marketindex Fund Etf Shares Etf (VXF)	2.4	$7.9M		38k	205.80	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	1.4	$4.7M	+5%	47k	100.57	View chart
Schwab U.s. Aggregate Bond Etf Etf (SCHZ)	1.2	$4.1M		178k	23.22	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.2	$4.0M		6.7k	597.51	View chart
Exxon Mobil Corp Common Stock (XOM)	1.2	$4.0M		24k	169.66	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Etf (VWO)	1.0	$3.5M		65k	54.05	View chart
Procter & Gamble Common Stock (PG)	0.9	$3.1M		21k	144.44	View chart
Vanguard Tax-exempt Bondindex Fund Etf Shares Etf (VTEB)	0.9	$3.0M	+7%	61k	49.89	View chart
Apple Common Stock (AAPL)	0.8	$2.8M		11k	253.78	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$1.9M		67k	29.08	View chart
Microsoft Corp Common Stock (MSFT)	0.6	$1.9M	-21%	5.0k	370.17	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Etf (MGV)	0.6	$1.8M	+8%	13k	144.95	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.5	$1.8M		58k	30.96	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.5	$1.5M	+2%	17k	92.28	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.4	$1.5M		3.0k	479.20	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.4	$1.4M	-12%	20k	71.13	View chart
Vanguard Small-cap Valueindex Fund Etf Shares Etf (VBR)	0.4	$1.3M		6.0k	217.25	View chart
Vanguard Mega Cap Growthindex Fund Etf Shares Etf (MGK)	0.4	$1.3M	+16%	3.4k	367.44	View chart
Vanguard Information Technology Index Fund Etf Shares Etf (VGT)	0.3	$1.1M		1.6k	697.71	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$1.1M		1.6k	650.24	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$1.1M	-3%	4.3k	244.43	View chart
DIMENSIONAL INTERNATIONAL CORE Common Stock MARKET ETF Etf (DFAI)	0.3	$858k		22k	38.96	View chart
Home Depot Common Stock (HD)	0.2	$824k		2.5k	328.91	View chart
Constellation Energy Cor Common Stock (CEG)	0.2	$803k	+6%	2.9k	279.23	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$781k		2.7k	294.21	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$771k	+3%	27k	29.13	View chart
Eli Lilly And Common Stock (LMT)	0.2	$763k	+270%	829.00	920.21	View chart
Spdr Gold Shares Etf (GLD)	0.2	$750k		1.7k	430.29	View chart
Vanguard Short-term Tax-exempt Bond Etf Shares Etf (VTES)	0.2	$731k	+9%	7.2k	101.14	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$668k	-22%	1.0k	653.21	View chart
Ibm Corp Common Stock (IBM)	0.2	$655k		2.7k	242.41	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$620k	+2%	20k	30.50	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Etf (VIG)	0.2	$583k		2.7k	215.06	View chart
Walmart Common Stock (WMT)	0.2	$578k		4.7k	124.29	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$570k	+31%	7.2k	79.61	View chart
Vanguard Real Estate Index Fund Etf Shares Etf (VNQ)	0.2	$569k	-14%	6.4k	88.70	View chart
SCHWAB INTERNATIONAL Common Stock ETF Etf (SCHF)	0.2	$564k	+4%	23k	24.75	View chart
Vanguard Mid-cap Value Index Fund Etf Shares Etf (VOE)	0.2	$561k	+21%	3.0k	184.26	View chart
Dynex Cap Inc Reit Common Stock (DX)	0.2	$541k		42k	12.76	View chart
Schwab Short-term U.s. Treasury Etf Etf (SCHO)	0.2	$540k		22k	24.27	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.2	$514k		4.6k	112.26	View chart
Vanguard Total World Stock Index Fund Etf Shares Etf (VT)	0.1	$496k	-6%	3.6k	138.33	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$492k		2.3k	211.17	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.1	$486k		2.1k	229.76	View chart
Tesla Common Stock (TSLA)	0.1	$461k		1.2k	371.75	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$449k	+3%	3.4k	132.90	View chart
Vanguard Short-term Bondindex Fund Etf Shares Etf (BSV)	0.1	$438k	-8%	5.6k	78.42	View chart
Vanguard Health Care Index Fund Etf Shares Etf (VHT)	0.1	$435k		1.6k	272.28	View chart
Csx Corp Common Stock (CSX)	0.1	$427k		10k	41.05	View chart
Eaton Corp Plc F Common Stock (ETN)	0.1	$416k	NEW	1.2k	357.67	View chart
The Coca-cola Common Stock (KO)	0.1	$411k		5.4k	76.05	View chart
Vanguard Communication Services Index Fund Etf Shares Etf (VOX)	0.1	$410k	+14%	2.3k	179.84	View chart
Vanguard Financials Index Fund Etf Shares Etf (VFH)	0.1	$405k	+10%	3.4k	120.82	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$403k		6.6k	61.26	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Etf (VBK)	0.1	$398k	+45%	1.3k	302.26	View chart
Exelon Corp Common Stock (EXC)	0.1	$378k	+7%	7.7k	49.02	View chart
Aon Plc Fclass Class A Common Stock (AON)	0.1	$373k		1.2k	322.78	View chart
Mcdonalds Corp Common Stock (MCHP)	0.1	$372k	+1098%	1.2k	310.70	View chart
Mccormick & Co Inc Class Class N Common Stock (MKC)	0.1	$368k	-5%	7.3k	50.44	View chart
Vanguard Materials Indexfund Etf Shares Etf (VAW)	0.1	$360k	+4%	1.6k	225.34	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$359k	+71%	2.7k	130.94	View chart
Amazon.com Common Stock (AMZN)	0.1	$357k		1.7k	208.27	View chart
Banco Santander Sa Fsponsored Adr 1 Adr Reps 1 Ord Common Stock (SAN)	0.1	$357k	NEW	32k	11.28	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$347k		16k	21.49	View chart
Vanguard Industrials Index Fund Etf Shares Etf (VIS)	0.1	$345k	+4%	1.1k	312.22	View chart
Vanguard Total Bond Market Index Fund Etf Shares Etf (BND)	0.1	$344k	+12%	4.7k	73.65	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$328k		1.9k	174.38	View chart
SCHWAB EMERGING MARKETS Common Stock ETF Etf (SCHE)	0.1	$327k		9.9k	32.95	View chart
State Street Real Estateselect Sector Spdr Etf Etf (XLRE)	0.1	$327k	+20%	8.0k	40.83	View chart
Vanguard Consumer Discretionary Index Fundetf Shares Etf (VCR)	0.1	$324k	+12%	902.00	359.03	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$320k	+9%	7.0k	45.89	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.1	$315k	+10%	6.2k	50.71	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$314k	+5%	3.8k	81.98	View chart
Intel Corp Common Stock (INTC)	0.1	$298k		6.7k	44.13	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$285k		2.1k	132.50	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$273k	+20%	1.8k	155.11	View chart
American Elec Pwr Common Stock (AEP)	0.1	$271k		2.1k	131.11	View chart
Caterpillar Common Stock (CAT)	0.1	$264k		373.00	708.40	View chart
Chevron Corp Common Stock (CVX)	0.1	$261k		1.3k	206.97	View chart
Honeywell Intl Common Stock (HON)	0.1	$260k	+358%	1.2k	226.00	View chart
Advanced Micro Devic Common Stock (AMD)	0.1	$254k	-3%	1.3k	203.43	View chart
DIMENSIONAL EMERGING CORE Common Stock MARKET ETF Etf (DFAE)	0.1	$254k		7.5k	33.86	View chart
Vanguard S&p Mid-cap 400growth Index Fund Etf Shares Etf (IVOG)	0.1	$245k		2.0k	125.03	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$243k	+10%	2.1k	113.13	View chart
Micron Technology Common Stock (MU)	0.1	$240k		709.00	337.85	View chart
Vanguard S&p 500 Value Index Fund Etf Shares Etf (VOOV)	0.1	$227k		1.1k	203.79	View chart
Rockwell Automation Common Stock (ROK)	0.1	$224k		623.00	359.09	View chart
Texas Pacific Land C Common Stock (TPL)	0.1	$222k		468.00	474.56	View chart
Southern Common Stock (SO)	0.1	$211k		2.2k	96.50	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	0.1	$208k	+16%	725.00	286.77	View chart
Dimensional Us Large Capvalue Etf Etf (DFLVX)	0.1	$208k	NEW	5.8k	35.71	View chart
Disney Walt Common Stock (DIS)	0.1	$199k		2.1k	96.38	View chart
Vanguard Utilities Indexfund Etf Shares Etf (VPU)	0.1	$198k		1.0k	198.14	View chart
Hecla Mng Common Stock (HL)	0.1	$189k		10k	18.63	View chart
Abbvie Common Stock (ABBV)	0.1	$188k	-7%	866.00	217.41	View chart
Vanguard Total International Stock Index Fund Etf Shares Etf (VXUS)	0.1	$187k	+13%	2.4k	77.11	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.1	$185k		5.5k	33.53	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$183k		2.6k	71.74	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$182k		1.5k	118.42	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$181k		487.00	370.68	View chart
Consolidated Edison Common Stock (ED)	0.1	$176k	-33%	1.6k	113.18	View chart
Ishares Esg 1-5 Year Usdcorporate Bond Etf Etf (SUSB)	0.1	$175k		7.0k	25.06	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$172k		3.7k	45.97	View chart
Philip Morris Intl Common Stock (PM)	0.0	$162k		981.00	165.32	View chart
American Express Common Stock (AXP)	0.0	$161k		533.00	302.48	View chart
JPMORGAN NASDAQ Common Stock PREMIUM INCOME ETF Etf (JEPQ)	0.0	$159k	+2%	2.9k	55.52	View chart
Verizon Communications I Common Stock (VZ)	0.0	$159k	+3%	3.2k	50.21	View chart
Pepsico Common Stock (PEP)	0.0	$158k	+17%	1.0k	155.22	View chart
Phillips 66 Common Stock (PSX)	0.0	$152k	-36%	832.00	182.23	View chart
Nordic American Tanker F Common Stock (NAT)	0.0	$151k	NEW	26k	5.86	View chart
Lowes Cos Common Stock (LRCX)	0.0	$151k	+93%	638.00	236.28	View chart
DIMENSIONAL WORLD EX U.S. CORE Common Stock 2 ETF Etf (DFAX)	0.0	$148k		4.4k	33.97	View chart
Pfizer Common Stock (PFE)	0.0	$146k	+40%	5.2k	28.08	View chart
Vanguard Energy Index Fund Etf Shares Etf (VDE)	0.0	$145k		839.00	172.95	View chart
Aflac Common Stock (AFL)	0.0	$140k		1.3k	109.71	View chart
Invesco Qqq Tr Etf (QQQ)	0.0	$139k		241.00	577.19	View chart
Us Bancorp Del Common Stock (USB)	0.0	$136k	+4%	2.6k	52.01	View chart
Lockheed Martin Corp Common Stock (LOW)	0.0	$135k	-64%	224.00	604.39	View chart
Mastercard Inc Class Class A Common Stock (MANU)	0.0	$135k	+26900%	270.00	499.27	View chart
Conocophillips Common Stock (COP)	0.0	$130k		983.00	132.03	View chart
Corning Common Stock (GLW)	0.0	$123k		901.00	136.00	View chart
Nuveen Quality Muni Inco Common Stock (NAD)	0.0	$122k	NEW	11k	11.50	View chart
Ishares Msci Usa Qualityfactor Etf Etf (QUAL)	0.0	$122k	+14%	637.00	191.81	View chart
Ev Tax-mgd Gbl Div Equit Common Stock (EXG)	0.0	$121k	NEW	14k	8.66	View chart
Lyondellbasell Industr Fclass A Common Stock (LYB)	0.0	$121k	+15%	1.5k	80.56	View chart
Vanguard S&p 500 Growth Index Fund Etf Shares Etf (VOOG)	0.0	$120k	+56%	295.00	407.69	View chart
Air Prods & Chems Common Stock (APD)	0.0	$120k		413.00	290.49	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$116k		150.00	772.64	View chart
Citigroup Common Stock (C)	0.0	$113k		1.0k	113.41	View chart
Ev Tax-managed Buy-write Common Stock (ETB)	0.0	$112k	NEW	7.8k	14.42	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Etf (VOT)	0.0	$112k	+625%	435.00	257.35	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$112k		1.5k	73.94	View chart
Ev Tax-managed Glb B-w O Common Stock (ETW)	0.0	$110k	NEW	13k	8.78	View chart
Amgen Common Stock (AMGN)	0.0	$106k		300.00	351.85	View chart
Gilead Sciences Common Stock (GILD)	0.0	$105k		752.00	139.33	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$101k		669.00	151.46	View chart
Equifax Common Stock (EFX)	0.0	$99k		550.00	180.07	View chart
Travelers Cos Common Stock (TRV)	0.0	$98k	+43%	336.00	291.55	View chart
Cisco Sys Common Stock (CSCO)	0.0	$95k		1.2k	77.59	View chart
Dimensional Us Small Capvalue Etf Etf (DFSV)	0.0	$95k		2.7k	35.04	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$95k	+3%	2.1k	45.64	View chart
Ishares Esg Select Screened S&p 500 Etf Etf (XVV)	0.0	$94k		1.9k	49.21	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$93k		986.00	93.99	View chart
Caci Intl Inc Class Class A Common Stock (CACI)	0.0	$93k		170.00	543.87	View chart
Blackrock Enhanced Glbl Common Stock (BOE)	0.0	$92k	+2%	8.4k	10.96	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	0.0	$92k		320.00	287.56	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.0	$90k	+2%	4.8k	18.82	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$90k	-35%	90.00	994.43	View chart
Oracle Corp Common Stock (ORCL)	0.0	$88k		595.00	147.23	View chart
Merck & Co Common Stock (MRK)	0.0	$87k		725.00	120.31	View chart
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Common Stock (TELFY)	0.0	$83k	NEW	19k	4.34	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$83k	+5%	195.00	426.40	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$83k		1.8k	47.02	View chart
Church & Dwight Common Stock (CHD)	0.0	$82k		876.00	93.32	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.0	$80k	+60%	1.7k	47.88	View chart
Union Pac Corp Common Stock (UNP)	0.0	$79k	+105%	327.00	242.62	View chart
Mondelez Intl Inc Class A Common Stock (MDISX)	0.0	$79k	NEW	1.4k	57.64	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$77k	+22%	1.3k	60.67	View chart
ARES CAP CORP Common Stock CLASS Common Stock (ARCC)	0.0	$77k		4.2k	18.02	View chart
Allspring Income Opportu Common Stock (EAD)	0.0	$74k	NEW	12k	6.48	View chart
At&t Common Stock (T)	0.0	$72k		2.5k	28.99	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$72k		495.00	145.94	View chart
Morgan Stanley Common Stock (MS)	0.0	$71k		430.00	164.70	View chart
Altria Group Common Stock (MO)	0.0	$71k		1.1k	65.98	View chart
Abbott Labs Common Stock (ABT)	0.0	$71k		688.00	102.64	View chart
Lam Resh Corp Common Stock (LSGRX)	0.0	$71k	NEW	330.00	213.90	View chart
Tower Semiconductor Lt F Common Stock (TSEM)	0.0	$70k		400.00	175.48	View chart
Pnc Finl Services Common Stock (PNC)	0.0	$70k		335.00	208.09	View chart
Northrop Grumman Corp Common Stock (NOIEX)	0.0	$69k	NEW	101.00	682.32	View chart
Vanguard Ultra-short Bond Etf Shares Etf (VUSB)	0.0	$69k		1.4k	49.79	View chart
Hershey Common Stock (HSY)	0.0	$69k		330.00	208.05	View chart
Vanguard Short-term Treasury Index Fund Etf Shares Etf (VGSH)	0.0	$68k	-9%	1.2k	58.54	View chart
Canadian Pacific Kan F Common Stock (CP)	0.0	$67k		850.00	78.66	View chart
Visa Inc Class Class A Common Stock (V)	0.0	$65k		214.00	302.24	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$64k		1.7k	36.76	View chart
Ppg Inds Common Stock (PPG)	0.0	$63k		588.00	106.88	View chart
Valneva Se Funsponsored Adr 1 Adr Reps 2 Ord Common Stock (VALN)	0.0	$63k	NEW	10k	6.25	View chart
General Mtrs Common Stock (GM)	0.0	$62k		837.00	74.48	View chart
Agnc Invt Corp Reit Common Stock (AGNC)	0.0	$62k	+8%	6.2k	10.03	View chart
Kimberly Clark Corp Common Stock (KMB)	0.0	$62k		638.00	96.50	View chart
Jefferies Finl Group Common Stock (JEF)	0.0	$61k	-12%	1.5k	41.27	View chart
Allspring Multi Sector I Common Stock (ERC)	0.0	$61k	NEW	6.8k	9.01	View chart
Vanguard S&p Mid-cap 400value Index Fund Etf Shares Etf (IVOV)	0.0	$61k		600.00	101.95	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$60k		599.00	100.05	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.0	$59k		474.00	124.31	View chart
JPMORGAN Common Stock PREMIUM INCOME ETF Etf (JEPI)	0.0	$59k	+6%	1.0k	56.68	View chart
Accenture Plc Ireland Fclass Class A Common Stock (ACN)	0.0	$54k		274.00	198.29	View chart
Newmont Corp Common Stock (NEM)	0.0	$54k		495.00	108.24	View chart
Entergy Corp Common Stock (ETR)	0.0	$51k		452.00	112.36	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$51k		1.7k	29.99	View chart
State Street Spdr Portfolio S&p 500 Growthetf Etf (SPYG)	0.0	$50k		511.00	97.86	View chart
3M Common Stock (MMM)	0.0	$50k		342.00	145.18	View chart
Rtx Corp Common Stock (RTX)	0.0	$49k		255.00	192.61	View chart
Wsfs Finl Corp Common Stock (WSFS)	0.0	$49k		750.00	65.46	View chart
Automatic Data Processin Common Stock (ADP)	0.0	$49k		242.00	202.84	View chart
Prudential Finl Common Stock (PRU)	0.0	$49k	-11%	502.00	97.69	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.0	$49k	-35%	2.0k	24.73	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$49k		1.0k	48.46	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$48k		976.00	48.74	View chart
Vanguard Short-term Inflation-protected Securities Index Fund Et Etf (VTIP)	0.0	$47k		950.00	49.93	View chart
Nu Hldgs Ltd Fclass Class A Common Stock (NU)	0.0	$47k		3.3k	14.37	View chart
Orrstown Finl Svcs Common Stock (ORRF)	0.0	$47k		1.3k	36.08	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$46k		388.00	119.51	View chart
Ishares Msci Usa Min Volfactor Etf Etf (USMV)	0.0	$46k	+64%	498.00	92.74	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$46k	+15%	213.00	213.67	View chart
Oneok Common Stock (OKE)	0.0	$45k		500.00	90.39	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$45k	+132%	165.00	270.48	View chart
Kkr & Co Common Stock (KKR)	0.0	$45k		482.00	92.56	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Common Stock (NVS)	0.0	$45k	NEW	292.00	152.75	View chart
Vanguard S&p Mid-cap 400index Fund Etf Shares Etf (IVOO)	0.0	$43k		371.00	114.46	View chart
Vanguard Consumer Staples Index Fund Etf Shares Etf (VDC)	0.0	$42k		188.00	225.13	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$41k	+11%	1.1k	38.42	View chart
MPLX Common Stock (MPLX)	0.0	$41k	+2%	712.00	57.07	View chart
Southwest Airls Common Stock (LUV)	0.0	$40k		1.1k	37.58	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$40k		425.00	94.41	View chart
Grayscale Ethereum Mini Staking Etf Etf (ETH)	0.0	$39k	NEW	2.0k	19.86	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$39k		228.00	168.85	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$38k		525.00	71.82	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$38k		664.00	56.60	View chart
Cintas Corp Common Stock (CTAS)	0.0	$37k		220.00	169.14	View chart
Occidental Pete Corp Common Stock (OXY)	0.0	$37k		564.00	64.98	View chart
Palantir Technologies Inclass Class A Common Stock (PLTR)	0.0	$37k		250.00	146.28	View chart
Becton Dickinson & Co Common Stock (BDX)	0.0	$36k		228.00	157.16	View chart
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Common Stock (GSK)	0.0	$35k	NEW	640.00	55.19	View chart
Coterra Energy Common Stock (CTRA)	0.0	$35k		1.0k	35.14	View chart
Hilton Worldwide Hldgs I Common Stock (HLT)	0.0	$35k		115.00	305.00	View chart
Golub Cap Bdc Common Stock (GBDC)	0.0	$35k		2.7k	12.66	View chart
Ormat Technologies Common Stock (ORA)	0.0	$35k		308.00	111.94	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$34k		70.00	491.53	View chart
Skyworks Solutions Common Stock (SWKS)	0.0	$34k		634.00	53.54	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$33k		2.9k	11.54	View chart
Ishares Esg U.s. Aggregate Bond Etf Etf (EAGG)	0.0	$33k		697.00	47.53	View chart
Stryker Corp Common Stock (SYK)	0.0	$33k		100.00	328.59	View chart
CHIMERA INVT CORP Common StockCLASS Common Stock (CIM)	0.0	$32k	NEW	2.6k	12.55	View chart

Past Filings by VSM Wealth Advisory

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

VSM Wealth Advisory 2026 Q1 filed May 6, 2026
VSM Wealth Advisory 2025 Q4 filed Feb. 6, 2026
VSM Wealth Advisory 2025 Q3 filed Nov. 13, 2025
VSM Wealth Advisory 2025 Q2 filed Aug. 11, 2025

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