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VSM Wealth Advisory, LLC

All holdings · as of Dec 31, 2025

447 positions

CompanyClassValueShares% of portfolio
ISHARES MSCI EAFE ETF$25.3K2630.0%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$25.6K4210.0%
M&T BANK CORP$26.0K1290.0%
Coterra Energy Inc.$26.3K1,0000.0%
ISHARES SEMICONDUCTOR ETF$27.1K900.0%
ALLSTATE CORP$27.5K1320.0%
Essential Utilities, Inc.$27.6K7200.0%
STATE STREET SPDR PORTFLS&P 500 ETF$27.8K3460.0%
iShares MSCI UAE ETF$28.5K3030.0%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$29.0K4440.0%
DOMINION ENERGY, INC$30.0K5120.0%
GENERAL ELECTRIC CO$30.8K1000.0%
BlackRock TCP Capital Corp.TCPCCommon Stock$31.6K5,7800.0%
Hilton Worldwide Holdings Inc.$33.1K1150.0%
ISHARES ESG AWARE US AGGRGT BND ETF$33.1K6920.0%
INVESCO SEMICONDUCTORS ETF$33.5K4250.0%
Ormat Technologies Inc$34.0K3080.0%
COMSTOCK RESOURCES INCCRKCommon Stock$34.8K1,5000.0%
STRYKER CORP$35.1K1000.0%
ONEOK Inc$36.8K5000.0%
Union Pacific Corp$36.8K1590.0%
MPLX LPMPLXMLP$37.1K6950.0%
INTUIT INC.$37.1K560.0%
GOLUB CAP BDC INC$37.1K2,7370.0%
ST STRT SPDR PRTFL S&P 500 VL ETF IV$37.6K6620.0%
FORD MOTOR CO$37.8K2,8790.0%
ISHARES BIOTECHNOLOGY ETF$38.5K2280.0%
ISHARES RUSSELL 1000 VALUE ETF$38.9K1850.0%
VANGUARD CONSUMER STAPLES ETF$39.7K1880.0%
SKYWORKS SOLUTIONS, INC.$40.2K6340.0%
Atlassian Corporation$40.5K2500.0%
THERMO FISHER SCIENTIFIC INC.$40.6K700.0%
CINTAS CORP$41.4K2200.0%
WSFS FINANCIAL CORP$41.4K7500.0%
VANGUARD S&P MID CAP 400ETF$41.5K3710.0%
CVS HEALTH Corp$41.7K5250.0%
ENTERGY CORP /DE$41.8K4520.0%
SOUTHWEST AIRLINES CO$44.1K1,0670.0%
Becton Dickinson & Co$44.2K2280.0%
Palantir Technologies Inc$45.1K2540.0%
ORRSTOWN FINANCIAL SERVICES INC$45.6K1,2880.0%
ISHARES MSCI GLOBAL MIN VOL FCT ETF$46.1K3880.0%
DIMENSIONAL US MARKETWIDE VALUE ETF$46.6K1,0000.0%
RTX Corp$46.7K2540.0%
TOWER SEMICONDUCTOR LT F$47.0K4000.0%
VANGUARD SHRT INF PROT SEC INDEX ETF$47.0K9500.0%
ISHARES BITCOIN ETF$48.0K9670.0%
Newmont Corp$49.4K4950.0%
DIMENSIONAL SHRT DRT FXDINCM ETF$50.0K1,0420.0%
BANK OF AMERICA CORP /DE$53.4K9720.0%
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