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 51–100 of 447
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DX | DYNEX CAP INC REIT | 42K | $500K+ | SH |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 20K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| ESGV | VANGUARD ESG US STOCK ETF | 5K | $500K+ | SH |
| SCHO | SCHWAB SHORT TERM US TREASURY ETF | 22K | $500K+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 4K | $500K+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 22K | $500K+ | SH |
| MKC | MCCORMICK & CO INC CLASS CLASS N | 8K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| WFC | WELLS FARGO & CO | 5K | $500K+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 2K | $100K–$500K | SH |
| BSV | VANGUARD SHORT-TERM BONDETF | 6K | $100K–$500K | SH |
| XLK | STATE STRET TEC SELECT SEC SPDR ETF | 3K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 2K | $100K–$500K | SH |
| AON | AON PLC FCLASS CLASS A | 1K | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS ETF | 3K | $100K–$500K | SH |
| AMZN | AMAZON.COM INC | 2K | $100K–$500K | SH |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 2K | $100K–$500K | SH |
| KO | THE COCA-COLA CO | 5K | $100K–$500K | SH |
| CSX | CSX CORP | 10K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORP | 2K | $100K–$500K | SH |
| SCHH | CHARLES SCHWAB US REIT ETF | 16K | $100K–$500K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 10K | $100K–$500K | SH |
| VAW | VANGUARD MATERIALS ETF | 2K | $100K–$500K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 804 | $100K–$500K | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 1K | $100K–$500K | SH |
| EXC | EXELON CORP | 7K | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 4K | $100K–$500K | SH |
| XLE | STATE STRET ENRGY SLECT SEC SPDR ETF | 7K | $100K–$500K | SH |
| DUSB | DIMENSNL ULTRASHRT FIXEDINCM ETF | 6K | $100K–$500K | SH |
| IJJ | ISHARES S&P MID CAP 400 VALUE ETF | 2K | $100K–$500K | SH |
| XLP | STE SRT CNSR STPLS SLCT SEC SPDR ETF | 4K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVIC | 1K | $100K–$500K | SH |
| VBK | VANGUARD SMALL CAP GROWTH ETF | 902 | $100K–$500K | SH |
| XLU | STATE STRT UTLTES SLET SCTR SPDR ETF | 6K | $100K–$500K | SH |
| XLRE | STATE SRT REL EST SLCT SCTR SPDR ETF | 7K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| IUSG | ISHARES CORE S&P US GROWTH ETF | 1K | $100K–$500K | SH |
| DFAE | DIMENSIONAL EMERG CORE EQY MRKT ETF | 7K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 623 | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 2K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| IVOG | VANGUARD S&P MID CAP 400GROWTH ETF | 2K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 251 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 940 | $100K–$500K | SH |