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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, VB, and represent 35.29% of VSM Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: VUG (+$12M), VO (+$9.6M), EMNT (+$5.1M), VGT, MGK, LLY, VCSH, VSDM, VTV, MCD.
Started 34 new stock positions in SPCX, DFLV, CCL, MDLZ, EMNT, LHX, STX, HON, HONA, FDXF.
Reduced shares in these 10 stocks: , VTES, LMT, Honeywell International, DFLVX, VYM, VXF, NOC, VEU, VV.
Sold out of its positions in ATTBF, MSOS, AYRWF, CTRA, Carnival Corporation, CYDY, DFLVX, DUSA, Dupont De Nemours, Honeywell International.
VSM Wealth Advisory was a net buyer of stock by $26M.
VSM Wealth Advisory has $377M in assets under management (AUM), dropping by 12.43%.
Central Index Key (CIK): 0002050660

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Portfolio Holdings for VSM Wealth Advisory

VSM Wealth Advisory holds 507 positions in its portfolio as reported in the June 2026 quarterly 13F filing

VSM Wealth Advisory has 507 total positions. Only the first 250 positions are shown.

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Download the VSM Wealth Advisory June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Indexfund Etf Shares Etf (VV)	15.2	$57M		167k	343.91	View chart
Vanguard Short Term Cor Bd Etf Etf (VCSH)	5.8	$22M	+3%	277k	79.03	View chart
Vanguard Mega Cap Index Fund Etf Shares Etf (MGC)	5.1	$19M		70k	273.63	View chart
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)	4.8	$18M		49k	370.04	View chart
Vanguard Small-cap Indexfund Etf Shares Etf (VB)	4.4	$17M		55k	303.12	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)	4.2	$16M		100k	158.03	View chart
Vanguard Value Index Fund Etf Shares Etf (VTV)	3.7	$14M	+4%	63k	217.93	View chart
Vanguard Growth Index Fund Etf Shares Etf (VUG)	3.6	$14M	+529%	158k	86.14	View chart
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)	3.4	$13M	+289%	161k	80.57	View chart
Schwab U.s. Broad Marketetf Etf (SCHB)	3.4	$13M		443k	28.96	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)	3.4	$13M		153k	83.75	View chart
Dimensional Us Core Common Stock Market Etf Etf (DFAU)	3.1	$12M		226k	51.69	View chart
Dimensional U.s. Common Stock Market Etf Etf (DFUS)	2.7	$10M		124k	81.94	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	2.7	$10M		141k	71.25	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.7	$10M		341k	29.43	View chart
Dimensional U.s. Core Common Stock 2 Etf Etf (DFAC)	2.6	$9.9M		224k	44.36	View chart
Vanguard Extended Marketindex Fund Etf Shares Etf (VXF)	2.5	$9.2M		38k	246.21	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (EMNT)	1.4	$5.1M	NEW	51k	100.81	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.2	$4.5M	-2%	6.5k	686.78	View chart
Schwab U.s. Aggregate Bond Etf Etf (SCHZ)	1.1	$4.1M		178k	23.13	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Etf (VWO)	1.0	$3.9M		65k	59.69	View chart
Exxon Mobil Corp Common Stock (XOM)	0.8	$3.2M		23k	136.72	View chart
Apple Common Stock (AAPL)	0.8	$3.2M		11k	289.35	View chart
Vanguard Tax-exempt Bondindex Fund Etf Shares Etf (VTEB)	0.8	$3.1M	+2%	62k	50.58	View chart
Procter & Gamble Common Stock (PG)	0.8	$3.1M		21k	146.64	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$2.4M		68k	36.13	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Etf (MGV)	0.6	$2.2M	+6%	14k	163.45	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.6	$2.1M		58k	36.87	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$1.9M		5.0k	373.06	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.4	$1.7M		20k	82.34	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.4	$1.6M	+4%	17k	92.21	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.4	$1.5M		3.0k	500.39	View chart
Vanguard Information Technology Index Fund Etf Shares Etf (VGT)	0.4	$1.5M	+709%	13k	119.52	View chart
Vanguard Mega Cap Growthindex Fund Etf Shares Etf (MGK)	0.4	$1.5M	+393%	17k	87.91	View chart
Vanguard Small-cap Valueindex Fund Etf Shares Etf (VBR)	0.4	$1.5M		6.1k	242.98	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$1.2M		1.6k	746.80	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$1.1M	-2%	4.2k	253.96	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.3	$966k	+7%	29k	33.84	View chart
Dimensional International Core Common Stock Market Etf Etf (DFAI)	0.2	$910k		22k	41.25	View chart
Eli Lilly And Common Stock (LLY)	0.2	$906k	+1655%	755.00	1199.43	View chart
Intel Corp Common Stock (INTC)	0.2	$883k	-6%	6.3k	139.63	View chart
Home Depot Common Stock (HD)	0.2	$873k		2.5k	352.74	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$870k		2.7k	327.30	View chart
Micron Technology Common Stock (MU)	0.2	$818k		709.00	1154.33	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$766k		1.0k	748.89	View chart
Ibm Corp Common Stock (IBM)	0.2	$741k	-2%	2.6k	281.22	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$732k	+3%	21k	34.81	View chart
Advanced Micro Devices I Common Stock (AMD)	0.2	$726k		1.3k	580.91	View chart
Constellation Energy Cor Common Stock (CEG)	0.2	$714k		2.9k	248.33	View chart
Vanguard Short-term Tax-exempt Bond Etf Shares Etf (VSDM)	0.2	$708k	NEW	7.0k	101.30	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$643k		3.4k	190.52	View chart
Spdr Gold Shares Etf (GLD)	0.2	$642k		1.7k	368.38	View chart
Schwab International Common Stock Etf Etf (SCHF)	0.2	$623k		23k	27.70	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.2	$606k		4.6k	132.24	View chart
Dynex Cap Inc Reit Common Stock (DX)	0.2	$605k	+8%	46k	13.11	View chart
Vanguard Short-term Bondindex Fund Etf Shares Etf (BSV)	0.2	$604k	+38%	7.8k	77.91	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$588k		7.1k	82.64	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Etf (VIG)	0.2	$567k	-11%	2.4k	236.67	View chart
Vanguard Total World Stock Index Fund Etf Shares Etf (VT)	0.1	$564k		3.6k	156.96	View chart
Vanguard Real Estate Index Fund Etf Shares Etf (VNQ)	0.1	$550k	-11%	5.7k	96.43	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$530k		2.3k	227.04	View chart
Walmart Common Stock (WMT)	0.1	$527k		4.7k	113.27	View chart
Vanguard Mid-cap Value Index Fund Etf Shares Etf (VOE)	0.1	$526k	-12%	2.7k	197.63	View chart
Tesla Common Stock (TSLA)	0.1	$512k		1.2k	420.60	View chart
Vanguard Health Care Index Fund Etf Shares Etf (VHT)	0.1	$500k	+4%	1.7k	299.03	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Etf (VBK)	0.1	$500k	+3%	1.4k	365.78	View chart
Eaton Corp Plc F Common Stock (ETN)	0.1	$495k		1.2k	426.12	View chart
Schwab Short-term U.s. Treasury Etf Etf (SCHO)	0.1	$495k	-7%	21k	24.14	View chart
Csx Corp Common Stock (CSX)	0.1	$494k		10k	47.53	View chart
Vanguard Financials Index Fund Etf Shares Etf (VFH)	0.1	$492k	+11%	3.7k	131.60	View chart
The Coca-cola Common Stock (KO)	0.1	$439k		5.4k	81.27	View chart
Banco Santander Sa Fsponsored Adr 1 Adr Reps 1 Ord Common Stock (SAN)	0.1	$436k		32k	13.80	View chart
Vanguard Industrials Index Fund Etf Shares Etf (VIS)	0.1	$432k	+8%	1.2k	360.38	View chart
Vanguard Communication Services Index Fund Etf Shares Etf (VOX)	0.1	$419k		2.3k	183.95	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.1	$416k	-11%	1.9k	222.85	View chart
Amazon.com Common Stock (AMZN)	0.1	$408k		1.7k	238.34	View chart
Vanguard Consumer Discretionary Index Fundetf Shares Etf (VCR)	0.1	$398k	+11%	1.0k	396.61	View chart
Caterpillar Common Stock (CAT)	0.1	$398k		373.00	1066.14	View chart
Vanguard Materials Indexfund Etf Shares Etf (VAW)	0.1	$386k	+5%	1.7k	228.79	View chart
Aon Plc Fclass A Common Stock (AON)	0.1	$383k		1.2k	331.69	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$377k	+14%	2.0k	188.13	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$377k		16k	23.68	View chart
State Street Real Estateselect Sector Spdr Etf Etf (XLRE)	0.1	$372k	+5%	8.5k	44.03	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$372k	+6%	7.0k	53.11	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$370k		1.8k	200.14	View chart
Mccormick & Co Inc Class N Common Stock (MKC)	0.1	$367k		7.3k	50.42	View chart
Exelon Corp Common Stock (EXC)	0.1	$360k		7.7k	46.62	View chart
Schwab Emerging Markets Common Stock Etf Etf (SCHE)	0.1	$355k		9.8k	36.26	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$354k	+11%	4.3k	83.07	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$347k		2.7k	126.57	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$345k	+9%	7.6k	45.34	View chart
Vanguard Total Bond Market Index Fund Etf Shares Etf (BND)	0.1	$333k	-2%	4.5k	73.40	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.1	$329k	+4%	6.5k	50.78	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$324k	+1835%	1.2k	270.26	View chart
Ev Tax-managed Buy-write Common Stock (ETB)	0.1	$318k	+163%	21k	15.54	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$317k		2.1k	147.73	View chart
Rockwell Automation Common Stock (ROK)	0.1	$309k		623.00	495.38	View chart
Dimensional Emerging Core Common Stock Market Etf Etf (DFAE)	0.1	$301k		7.5k	40.21	View chart
Vanguard S&p Mid-cap 400growth Index Fund Etf Shares Etf (IVOG)	0.1	$286k		2.0k	146.30	View chart
American Elec Pwr Common Stock (AEP)	0.1	$284k		2.1k	136.84	View chart
Vanguard S&p 500 Value Index Fund Etf Shares Etf (VOOV)	0.1	$272k	+11%	1.2k	219.21	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$268k	-9%	2.0k	137.55	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.1	$256k		725.00	353.31	View chart
Corning Common Stock (GLW)	0.1	$230k		901.00	255.51	View chart
Dimensional Us Large Capvalue Etf Etf (DFLV)	0.1	$230k	NEW	5.8k	39.54	View chart
Abbvie Common Stock (ABBV)	0.1	$218k		866.00	251.74	View chart
Jpmorgan Nasdaq Common Stock Premium Income Etf Etf (JEPQ)	0.1	$217k	+23%	3.5k	61.46	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$212k		2.6k	82.33	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$210k		1.5k	136.65	View chart
Chevron Corp Common Stock (CVX)	0.1	$209k		1.3k	165.73	View chart
Southern Common Stock (SO)	0.1	$209k		2.2k	95.70	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$208k		487.00	426.40	View chart
Texas Pacific Land C Common Stock (TPL)	0.1	$205k		468.00	437.64	View chart
Disney Walt Common Stock (DIS)	0.1	$199k		2.1k	96.25	View chart
Vanguard Utilities Indexfund Etf Shares Etf (VPU)	0.1	$196k		1.0k	195.73	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$186k		3.7k	49.82	View chart
Vanguard Total International Stock Index Fund Etf Shares Etf (VXUS)	0.0	$183k	-11%	2.1k	85.49	View chart
American Express Common Stock (AXP)	0.0	$180k		533.00	338.25	View chart
Philip Morris Intl Common Stock (PM)	0.0	$178k		981.00	180.98	View chart
Invesco Qqq Tr Etf (QQQ)	0.0	$178k		241.00	736.41	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$176k		5.5k	31.97	View chart
Ishares Esg 1-5 Year Usdcorporate Bond Etf Etf (SUSB)	0.0	$174k		7.0k	24.99	View chart
Consolidated Edison Common Stock (ED)	0.0	$172k		1.6k	110.63	View chart
Dimensional World Ex U.s. Core Common Stock 2 Etf Etf (DFAX)	0.0	$162k		4.4k	36.84	View chart
Us Bancorp Del Common Stock (USB)	0.0	$159k		2.6k	60.40	View chart
Hecla Mng Common Stock (HL)	0.0	$157k		10k	15.43	View chart
Aflac Common Stock (AFL)	0.0	$149k		1.3k	117.25	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Etf (VOT)	0.0	$148k	+11%	484.00	306.30	View chart
Cisco Sys Common Stock (CSCO)	0.0	$144k		1.2k	117.42	View chart
Lam Resh Corp Common Stock (LRCX)	0.0	$143k	-48%	330.00	433.85	View chart
Nordic American Tanker F Common Stock (NAT)	0.0	$143k		26k	5.54	View chart
Phillips 66 Common Stock (PSX)	0.0	$141k		833.00	169.07	View chart
Lowes Cos Common Stock (LOW)	0.0	$141k	+184%	638.00	220.49	View chart
Citigroup Common Stock (C)	0.0	$140k		1.0k	139.96	View chart
Mastercard Inc Class Class A Common Stock (MA)	0.0	$139k	NEW	270.00	513.72	View chart
Ev Tax-mgd Gbl Div Equit Common Stock (EXG)	0.0	$137k		14k	9.81	View chart
Verizon Communications I Common Stock (VZ)	0.0	$130k	-2%	3.1k	42.34	View chart
Nuveen Quality Muni Inco Common Stock (NAD)	0.0	$129k		11k	12.12	View chart
Honeywell Intl Common Stock (HON)	0.0	$129k	NEW	575.00	223.90	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$127k	NEW	575.00	221.08	View chart
Vanguard Energy Index Fund Etf Shares Etf (VDE)	0.0	$126k		840.00	150.08	View chart
Pfizer Common Stock (PFE)	0.0	$126k		5.2k	24.08	View chart
Agnc Invt Corp Reit Common Stock (AGNC)	0.0	$125k	+85%	12k	10.90	View chart
Ishares Msci Usa Qualityfactor Etf Etf (QUAL)	0.0	$122k	-12%	558.00	219.43	View chart
Air Prods & Chems Common Stock (APD)	0.0	$121k		413.00	293.18	View chart
Ev Tax-managed Glb B-w O Common Stock (ETW)	0.0	$121k		13k	9.64	View chart
Vanguard S&p 500 Growth Index Fund Etf Shares Etf (VOOG)	0.0	$119k	+388%	1.4k	82.62	View chart
Pepsico Common Stock (PEP)	0.0	$117k	-14%	866.00	135.39	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.0	$114k		320.00	357.37	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$114k	-72%	224.00	509.46	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$111k		1.5k	73.66	View chart
Travelers Cos Common Stock (TRV)	0.0	$111k		336.00	330.35	View chart
Ishares Esg Select Screened S&p 500 Etf Etf (XVV)	0.0	$109k		1.9k	56.79	View chart
Amgen Common Stock (AMGN)	0.0	$109k		300.00	362.12	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$106k		2.1k	50.38	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$105k		673.00	156.30	View chart
Dimensional Us Small Capvalue Etf Etf (DFSV)	0.0	$105k		2.7k	38.79	View chart
Tower Semiconductor Lt F Common Stock (TSEM)	0.0	$104k		400.00	260.64	View chart
Allspring Income Opportu Common Stock (EAD)	0.0	$104k	+39%	16k	6.50	View chart
Conocophillips Common Stock (COP)	0.0	$102k		984.00	103.92	View chart
Blackrock Enhanced Glbl Common Stock (BOE)	0.0	$102k		8.4k	12.09	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$99k		1.8k	55.92	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$97k	+300%	780.00	124.17	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.0	$97k		4.8k	20.31	View chart
Gilead Sciences Common Stock (GILD)	0.0	$95k		752.00	126.30	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$94k		150.00	623.54	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$91k		988.00	92.27	View chart
Morgan Stanley Common Stock (MS)	0.0	$90k		431.00	209.13	View chart
Union Pac Corp Common Stock (UNP)	0.0	$89k		327.00	272.00	View chart
Merck & Co Common Stock (MRK)	0.0	$88k	-5%	683.00	128.54	View chart
Equifax Common Stock (EFX)	0.0	$87k		550.00	158.72	View chart
Oracle Corp Common Stock (ORCL)	0.0	$87k		595.00	146.67	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$87k		600.00	144.52	View chart
Church & Dwight Common Stock (CHD)	0.0	$85k		876.00	96.88	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$84k		90.00	934.57	View chart
Pnc Finl Services Common Stock (PNC)	0.0	$83k		335.00	246.22	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$80k		425.00	187.89	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.0	$80k		1.7k	47.75	View chart
Mondelez Intl Inc Class Class A Common Stock (MDLZ)	0.0	$79k	NEW	1.4k	57.84	View chart
Lyondellbasell Industr Fclass A Common Stock (LYB)	0.0	$79k		1.5k	52.65	View chart
Caci Intl Inc Class A Common Stock (CACI)	0.0	$79k		170.00	463.26	View chart
Ares Cap Corp Common Stock Class Common Stock (ARCC)	0.0	$79k		4.2k	18.53	View chart
Altria Group Common Stock (MO)	0.0	$78k		1.1k	71.94	View chart
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Common Stock (TELFY)	0.0	$76k		19k	3.96	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$75k		495.00	152.18	View chart
Jefferies Finl Group Common Stock (JEF)	0.0	$74k		1.5k	49.98	View chart
Canadian Pacific Kan F Common Stock (CP)	0.0	$74k		850.00	86.65	View chart
Visa Inc Class A Common Stock (V)	0.0	$73k		214.00	343.09	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$73k		1.7k	41.73	View chart
Ppg Inds Common Stock (PPG)	0.0	$71k		588.00	121.29	View chart
Kimberly Clark Corp Common Stock (KMB)	0.0	$71k		642.00	109.85	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.0	$70k		474.00	148.31	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$69k		166.00	416.08	View chart
Vanguard Ultra-short Bond Etf Shares Etf (VUSB)	0.0	$69k		1.4k	49.78	View chart
Vanguard S&p Mid-cap 400value Index Fund Etf Shares Etf (IVOV)	0.0	$68k		600.00	114.07	View chart
Vanguard Short-term Treasury Index Fund Etf Shares Etf (VGSH)	0.0	$68k		1.2k	58.20	View chart
General Mtrs Common Stock (GM)	0.0	$65k		837.00	77.08	View chart
Allspring Multi Sector I Common Stock (ERC)	0.0	$63k		6.8k	9.21	View chart
Abbott Labs Common Stock (ABT)	0.0	$62k		688.00	90.72	View chart
Applied Matls Common Stock (AMAT)	0.0	$62k		86.00	723.00	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$60k	-18%	1.0k	57.60	View chart
Jpmorgan Common Stock Premium Income Etf Etf (JEPI)	0.0	$59k		1.0k	56.48	View chart
Hershey Common Stock (HSY)	0.0	$58k		330.00	175.58	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$58k		90.00	640.76	View chart
Wsfs Finl Corp Common Stock (WSFS)	0.0	$58k		750.00	76.73	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$56k		979.00	57.00	View chart
3M Common Stock (MMM)	0.0	$56k		343.00	161.95	View chart
Southwest Airls Common Stock (LUV)	0.0	$55k		1.1k	51.44	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$55k		1.0k	55.01	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$54k		525.00	103.45	View chart
Automatic Data Processin Common Stock (ADP)	0.0	$54k		242.00	223.98	View chart
Prudential Finl Common Stock (PRU)	0.0	$54k		502.00	107.93	View chart
State Street Spdr Portfolio S&p 500 Growthetf Etf (SPYG)	0.0	$54k	-11%	450.00	119.08	View chart
Orrstown Finl Svcs Common Stock (ORRF)	0.0	$53k		1.3k	40.83	View chart
Valneva Se Funsponsored Adr 1 Adr Reps 2 Ord Common Stock (VALN)	0.0	$52k		10k	5.23	View chart
Axcelis Technologies Common Stock (ACLS)	0.0	$52k		275.00	189.45	View chart
Entergy Corp Common Stock (ETR)	0.0	$52k		452.00	114.86	View chart
At&t Common Stock (T)	0.0	$52k		2.5k	20.70	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$52k		213.00	242.43	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$51k	-77%	101.00	509.39	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.0	$48k		2.0k	24.66	View chart
Rtx Corp Common Stock (RTX)	0.0	$48k		255.00	189.60	View chart
Enbridge Inc F Common Stock (ENB)	0.0	$48k	NEW	881.00	54.21	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$48k		140.00	341.02	View chart
Vanguard Short-term Inflation-protected Securities Index Fund Et Etf (VTIP)	0.0	$48k		950.00	50.23	View chart
Vanguard S&p Mid-cap 400index Fund Etf Shares Etf (IVOO)	0.0	$47k	-2%	363.00	130.23	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$47k		388.00	120.23	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.0	$47k		108.00	431.63	View chart
Novartis Ag F Common Stock (NVS)	0.0	$46k		292.00	156.72	View chart
Kkr & Co Common Stock (KKR)	0.0	$44k		483.00	91.83	View chart
Nu Hldgs Ltd Fclass A Common Stock (NU)	0.0	$44k		3.3k	13.36	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$44k		1.7k	25.95	View chart
Oneok Common Stock (OKE)	0.0	$44k		500.00	86.94	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$43k		228.00	190.19	View chart
Skyworks Solutions Common Stock (SWKS)	0.0	$43k		634.00	67.78	View chart
Vanguard Consumer Staples Index Fund Etf Shares Etf (VDC)	0.0	$43k		189.00	225.37	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$41k		667.00	60.80	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$40k		2.9k	13.90	View chart
MPLX Common Stock (MPLX)	0.0	$40k		712.00	56.33	View chart
Devon Energy Corp Common Stock (DVN)	0.0	$39k	NEW	952.00	41.32	View chart
Hilton Worldwide Hldgs I Common Stock (HLT)	0.0	$38k		115.00	331.61	View chart
Cintas Corp Common Stock (CTAS)	0.0	$37k		220.00	170.08	View chart
Ge Aerospace Common Stock (GE)	0.0	$37k		100.00	373.73	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$36k		1.1k	33.29	View chart
Dominion Energy Common Stock (D)	0.0	$36k		522.00	68.32	View chart
Quantumscape Corp Class A Common Stock (QS)	0.0	$36k		4.7k	7.56	View chart
Golub Cap Bdc Common Stock (GBDC)	0.0	$35k		2.7k	12.88	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$35k		70.00	501.36	View chart
Newmont Corp Common Stock (NEM)	0.0	$35k	-24%	372.00	93.46	View chart
Chimera Invt Corp Common Stockclass Common Stock (CIM)	0.0	$35k		2.6k	13.34	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 Q2 filed July 23, 2026
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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