CIK 2050660
VSM Wealth Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
447
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 447
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VV | VANGUARD LARGE CAP ETF | 165K | $1M+ | SH |
| VCSH | VANGUARD SHORT TERM COR BD ETF | 260K | $1M+ | SH |
| MGC | VANGUARD MEGA CAP ETF | 70K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 47K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 101K | $1M+ | SH |
| VB | VANGUARD SMALL CAP ETF | 54K | $1M+ | SH |
| VO | VANGUARD MID CAP ETF | 41K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL WORLD EX US ETF | 155K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 23K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 55K | $1M+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 215K | $1M+ | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 359K | $1M+ | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 336K | $1M+ | SH |
| DFUS | DIMENSIONAL US EQUITY MARKET ETF | 119K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 136K | $1M+ | SH |
| DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | 211K | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKETETF | 38K | $1M+ | SH |
| MINT | PIMCO ENHANCED SHRT MATURTY ACTV ETF | 45K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 7K | $1M+ | SH |
| SCHZ | SCHWAB US AGGREGATE BONDETF | 176K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 21K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 24K | $1M+ | SH |
| VTEB | VANGUARD MUNI BND TAX EXEMPT ETF | 56K | $1M+ | SH |
| SCHA | SCHWAB US SMALL CAP ETF | 66K | $1M+ | SH |
| SCHM | CHARLES SCHWAB US MC ETF | 58K | $1M+ | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 12K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 3K | $1M+ | SH |
| BOND | PIMCO ACTIVE BOND ETF | 16K | $1M+ | SH |
| DFAS | DIMENSIONAL U S SMALL CAP ETF | 20K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUEETF | 6K | $1M+ | SH |
| MGK | VANGUARD MEGA CAP GROWTHETF | 3K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 2K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 2K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY COR | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| LLY | ELI LILLY AND CO | 839 | $500K+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 1K | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO | 3K | $500K+ | SH |
| DFAI | DIMENSIONAL INTERN CORE EQT MKT ETF | 22K | $500K+ | SH |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 26K | $500K+ | SH |
| IBM | IBM CORP | 3K | $500K+ | SH |
| GLD | SPDR GOLD SHARES ETF | 2K | $500K+ | SH |
| VTES | VAN SHT TX EXPT BND | 7K | $500K+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 8K | $500K+ | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 3K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3K | $500K+ | SH |