Institutions / VSM Wealth Advisory, LLC
VSM Wealth Advisory, LLC
CIK 2050660 · Institution · as of Dec 31, 2025
Portfolio value
$332.96M
Positions
447
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 447 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Large Cap ETF | $52.04M | 15.6% |
| Vanguard Short Term Cor Bd ETF | $20.69M | 6.2% |
| Vanguard Mega Cap ETF | $17.47M | 5.2% |
| Vanguard Total Stock Market ETF | $15.83M | 4.8% |
| Vanguard High Dividend Yield ETF | $14.53M | 4.4% |
| Vanguard Small Cap ETF | $13.90M | 4.2% |
| Vanguard Mid Cap ETF | $11.95M | 3.6% |
| Schwab US Broad Market ETF | $11.82M | 3.5% |
| Vanguard Ftse All World Ex US ETF | $11.38M | 3.4% |
| Vanguard Growth ETF | $11.00M | 3.3% |
| Vanguard Value ETF | $10.51M | 3.2% |
| Dimensional US Core Equity Markt ETF | $10.03M | 3.0% |
| Schwab US Large Cap ETF | $9.02M | 2.7% |
| Dimensional US Equity Market ETF | $8.84M | 2.7% |
| Vanguard Ftse Developed Markets ETF | $8.53M | 2.6% |
| Dimensional U S Core Equity 2 ETF | $8.35M | 2.5% |
| Vanguard Extended Marketetf | $8.06M | 2.4% |
| PIMCO Enhanced Shrt Maturty Actv ETF | $4.48M | 1.3% |
| Vanguard S&P 500 ETF | $4.23M | 1.3% |
| Schwab US Aggregate Bondetf | $4.10M | 1.2% |
| Vanguard Ftse Emerging Markets ETF | $3.44M | 1.0% |
| Microsoft Corp | $3.11M | 0.9% |
| PROCTER & GAMBLE Co | $3.03M | 0.9% |
| Apple Inc. | $2.98M | 0.9% |
| Exxon Mobil Corp | $2.87M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.