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VSM Wealth Advisory, LLC

All holdings · as of Dec 31, 2025

447 positions

CompanyClassValueShares% of portfolio
ST STRT SPDR PRTL S&P 500 GRW ETF IV$54.4K5100.0%
3M CO$54.5K3400.0%
NU HLDGS LTD FCLASS CLASS A$55.2K3,3000.0%
JPMORGAN EQUITY PREMIUM INCOME ETF$55.4K9680.0%
BRISTOL MYERS SQUIBB CO$55.9K1,0360.0%
LyondellBasell Industries N.V.$56.3K1,3000.0%
LAM RESEARCH CORP$56.5K3300.0%
ISHARES CORE S&P SMALL CAP ETF$57.0K4740.0%
Northrop Grumman Corp$57.6K1010.0%
HERSHEY CO$60.1K3300.0%
PPG INDUSTRIES INC$60.2K5880.0%
VANGUARD S&P MID CAP 400VALUE ETF$60.6K6000.0%
ALTRIA GROUP, INC.$61.1K1,0600.0%
KKR & Co. Inc.$61.4K4810.0%
AGNC Investment Corp.$61.4K5,7240.0%
AT&T INC.$62.0K2,4960.0%
AUTOMATIC DATA PROCESSING INC$62.1K2410.0%
CANADIAN PACIFIC KAN F$62.6K8500.0%
ISHARES GLOBAL TECH ETF$62.9K5990.0%
PRUDENTIAL FINANCIAL INC$63.9K5660.0%
KIMBERLY CLARK CORP$64.0K6340.0%
GRAYSCALE BITCOIN MINI TRUST ETF$65.3K1,6860.0%
DIMENSIONAL US HIGH PROFTBLTY ETF$66.3K1,7440.0%
TRAVELERS COMPANIES, INC.$67.9K2340.0%
General Motors Co$68.0K8360.0%
STATE STREET SPDR S&P DIV ETF$68.9K4950.0%
VAN ULTRA SHRT BND$68.9K1,3830.0%
The PNC Financial Services Group, Inc.$69.9K3350.0%
CHURCH & DWIGHT CO INC /DE$73.5K8760.0%
Accenture plc$73.5K2740.0%
CISCO SYSTEMS, INC.$74.4K1,2250.0%
Visa Inc$75.1K2140.0%
SCHWAB 1 5 YEAR CORP BOND ETF$75.5K3,0330.0%
Merck & Co., Inc.$76.1K7230.0%
VANGUARD SHORT TERM TREASURY ETF$76.2K1,2970.0%
Morgan Stanley$76.2K4290.0%
CAPITAL ONE FINANCIAL CORP$77.3K1120.0%
Mondelez International, Inc.$78.5K1,3660.0%
CORNING INC /NY$78.9K9010.0%
ISHARES ESG AWARE MSCI USA ETF$81.1K1,7640.0%
VANGUARD S&P 500 GROWTH ETF$84.0K1890.0%
ARES CAPITAL CORPARCCCommon Stock$84.8K4,1930.0%
ABBOTT LABORATORIES$86.2K6880.0%
ISHARES RUSSELL 1000 GROWTH ETF$87.1K1840.0%
DIMENSIONAL US SMALL CAPVALU ETF$88.9K2,7040.0%
SPDR PORTFOLIO DVLPD WRLD EX-US ETF$89.0K2,0050.0%
CACI INTERNATIONAL INC /DE$90.6K1700.0%
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF$91.3K1,5090.0%
ConocoPhillips$91.9K9830.0%
GILEAD SCIENCES, INC.$92.3K7520.0%
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