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CIK: 0002050660
Total reported value
$376.5M
$376.5M
447 檔
32.0%
In Q4 2025, VSM Wealth Advisory, LLC's U.S. equity holdings reached a combined market value of $376.5M, distributed across 447 disclosed stock positions.
In Q4 2025, VSM Wealth Advisory, LLC displayed an active expansion posture, initiating 8 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 447 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 15.63% | +0.31% | -2.07% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.21% | -0.51% | +19914.65% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.25% | +0.14% | -2.40% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.76% | +0.16% | -0.93% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.36% | -0.28% | -0.62% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.17% | +0.09% | -2.03% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.59% | -0.10% | -1.91% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.55% | +0.05% | -1.74% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.42% | -0.07% | +0.34% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.30% | +0.34% | +2.50% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 3.16% | +0.10% | +1.71% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.01% | +0.11% | +1.31% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.71% | +0.07% | — | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.65% | +0.08% | +0.40% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.56% | +0.01% | +1.40% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.51% | +0.09% | +1.01% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.42% | +0.11% | -2.14% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.34% | -1.41% | EXIT | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.01% | -0.96% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.23% | -0.15% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | -0.03% | -0.49% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.05% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.09% | -0.63% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.01% | +12630.23% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.34% | +0.02% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.85% | -0.06% | -10.42% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | +0.07% | -83.62% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | +0.03% | — | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.50% | +0.04% | +32.45% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.49% | +0.02% | +12.98% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.03% | -0.33% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.45% | -0.04% | +22.06% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.38% | — | +22.71% | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.36% | +0.02% | +53.58% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.08% | +4.09% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.01% | +0.06% | |
| 37 | CEG | Constellation Energy | Stock-Utilities | 0.29% | -0.05% | -12.37% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.04% | -0.22% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.24% | -10.65% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -16.01% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.02% | -0.98% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -0.34% | |
| 43 | DFAI | Dimensional International Co | ETF-Other | 0.25% | -0.02% | +0.11% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.25% | +0.03% | +7.33% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | — | -1.79% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | -0.05% | — | |
| 47 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.20% | -0.22% | EXIT | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.02% | -16.75% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.18% | -0.03% | +133.64% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.02% | +0.11% |
According to official SEC Form 13F filings, VSM Wealth Advisory, LLC reported a total U.S. public equity portfolio value of $376.5M across 447 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, VCSH, MGC) accounted for 32.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHX
市值: $9.0M
Top Position Liquidated / Trimmed
GRIFX
前期市值: $2.9M
During Q4 2025, VSM Wealth Advisory, LLC's top holdings by market value included VV (15.6%)、VCSH (6.2%)、MGC (5.3%). The largest single position, VV, represented 15.6% of total portfolio value.
In Q4 2025, VSM Wealth Advisory, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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