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CIK: 0002050660
Total reported value
$376.5M
$376.5M
505 檔
31.4%
The Q1 2026 SEC filing reveals that VSM Wealth Advisory, LLC held a total portfolio value of $376.5M, covering 505 public equity positions.
In Q1 2026, VSM Wealth Advisory, LLC displayed an active expansion posture, initiating 38 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 505 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 14.94% | +0.31% | +1.23% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.33% | -0.51% | +2.95% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.92% | +0.14% | +0.14% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.61% | +0.16% | +1.98% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.48% | -0.28% | +0.14% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.30% | +0.09% | +2.04% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.56% | +0.10% | +10.31% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.54% | -0.10% | +0.26% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.46% | -0.07% | -0.20% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.35% | +0.05% | -0.81% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.28% | +0.34% | +11.73% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.99% | +0.11% | +3.54% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.66% | +0.01% | +2.01% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.61% | +0.08% | +3.41% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.59% | +0.07% | +0.86% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.55% | +0.09% | +4.18% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.35% | +0.11% | -0.47% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.41% | -1.41% | EXIT | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.24% | -0.15% | +1.63% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.01% | -0.40% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.34% | -1.42% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.05% | -0.03% | +1.22% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.09% | -0.03% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.06% | +7.98% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.01% | +1.74% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | +0.07% | +1.64% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.05% | -21.95% | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.55% | +0.04% | +8.06% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.53% | +0.03% | -0.01% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.46% | -0.04% | +2.63% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.03% | -0.33% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.43% | +0.02% | -12.69% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | — | +1.94% | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.38% | +0.02% | +16.80% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.32% | +0.08% | +1.44% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | +0.12% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.04% | -3.59% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.26% | -0.02% | -0.10% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.02% | -0.87% | |
| 40 | CEG | Constellation Energy | Stock-Utilities | 0.24% | -0.05% | +6.60% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | +0.04% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.23% | +0.03% | +3.69% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.23% | -0.20% | +270.09% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | -0.05% | +0.64% | |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.22% | -0.22% | EXIT | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | -22.03% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | — | +0.82% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.19% | — | +2.03% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | -0.02% | +0.04% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.03% | +0.02% |
According to official SEC Form 13F filings, VSM Wealth Advisory, LLC reported a total U.S. public equity portfolio value of $376.5M across 505 disclosed positions in Q1 2026.
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 31.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ETN
市值: $415.6K
Top Position Liquidated / Trimmed
DFLV
前期市值: $198.8K
During Q1 2026, VSM Wealth Advisory, LLC's top holdings by market value included VV (14.9%)、VCSH (6.3%)、MGC (4.9%). The largest single position, VV, represented 14.9% of total portfolio value.
In Q1 2026, VSM Wealth Advisory, LLC made 173 total portfolio adjustments, initiating 38 new buys, adding to 91 positions, trimming 35 holdings, and fully liquidating 9 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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