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VSM Wealth Advisory, LLC

All holdings · as of Dec 31, 2025

447 positions

CompanyClassValueShares% of portfolio
PFIZER INC$92.3K3,7060.0%
INVESCO CEF INCOME COMPOSITE ETF$92.8K4,6690.0%
ISHARES SELECT DIVIDEND ETF$93.9K6650.0%
BlackRock Enhanced Global Dividend Trust$96.2K8,2190.0%
AMGEN INC$98.2K3000.0%
SCHWAB CHARLES CORP$98.3K9850.0%
Alphabet Inc.$100.2K3200.0%
ISHARES ESG SELECT SCREENED S&P 500 ETF$101.0K1,9170.0%
Air Products & Chemicals, Inc.$102.0K4130.0%
VANGUARD ENERGY ETF$105.5K8380.0%
Jefferies Financial Group Inc.$106.0K1,7100.0%
LOCKHEED MARTIN CORP$108.3K2240.0%
iShares MSCI UAE ETF$110.8K5580.0%
REGENERON PHARMACEUTICALS, INC.$115.8K1500.0%
ORACLE CORP$116.1K5950.0%
CITIGROUP INC$116.7K1,0000.0%
EQUIFAX INC$119.3K5500.0%
COSTCO WHOLESALE CORP /NEW$120.5K1400.0%
PEPSICO INC$123.7K8630.0%
VERIZON COMMUNICATIONS INC$124.2K3,0490.0%
US BANCORP \DE$133.7K2,5050.0%
Texas Pacific Land Corp$134.4K4680.0%
AFLAC INC$140.3K1,2720.0%
DIMENSIONAL WLD EX US CREQ 2 ETF$142.9K4,3650.0%
INVSC QQQ TRUST SRS 1 ETF$148.1K2410.0%
KINDER MORGAN, INC.$151.5K5,5100.0%
LOWES COMPANIES INC$153.9K6380.0%
Mastercard Inc$153.9K2700.0%
Philip Morris International Inc.$157.3K9800.0%
VANGUARD TOTAL INTERNATIONAL STK ETF$161.6K2,1420.0%
J P MORGAN NASDAQ EQT PRM INC ETF$161.7K2,7820.0%
Phillips 66$168.0K1,3020.1%
ISHARES S&P SMALL CAP 600 ETF$174.6K1,5360.1%
ISHARES ESG AWR 1-5 Y USD CP BND ETF$176.2K6,9820.1%
VANGUARD ESG INTERNATNL STOCK ETF$182.6K2,5490.1%
TRUIST FINANCIAL CORP$183.6K3,7300.1%
VANGUARD UTILITIES ETF$185.2K1,0010.1%
Duke Energy Corp$186.9K1,5940.1%
ISHARES RUSSELL 3000 ETF$188.4K4870.1%
SOUTHERN CO$190.2K2,1810.1%
CHEVRON CORP$194.3K1,2740.1%
HECLA MINING CO/DE$195.0K10,1610.1%
Alphabet Inc.$196.0K6250.1%
AMERICAN EXPRESS CO$197.2K5330.1%
DIMENSIONL US LARGE CAP VALUE ETF$198.8K5,8110.1%
MICRON TECHNOLOGY INC$202.4K7090.1%
CATERPILLAR INC$213.4K3730.1%
AbbVie Inc.$214.8K9400.1%
HONEYWELL INTERNATIONAL INC$224.5K2510.1%
VANGUARD S&P 500 VALUE ETF$228.6K1,1160.1%
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