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 101–150 of 447
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 373 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 709 | $100K–$500K | SH |
| DFLV | DIMENSIONL US LARGE CAP VALUE ETF | 6K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 533 | $100K–$500K | SH |
| GOOG | ALPHABET INC CLASS CLASS C | 625 | $100K–$500K | SH |
| HL | HECLA MNG CO | 10K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| SO | SOUTHERN CO | 2K | $100K–$500K | SH |
| IWV | ISHARES RUSSELL 3000 ETF | 487 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| VPU | VANGUARD UTILITIES ETF | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 4K | $100K–$500K | SH |
| VSGX | VANGUARD ESG INTERNATNL STOCK ETF | 3K | $100K–$500K | SH |
| SUSB | ISHARES ESG AWR 1-5 Y USD CP BND ETF | 7K | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL CAP 600 ETF | 2K | $100K–$500K | SH |
| JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | 3K | $100K–$500K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STK ETF | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 980 | $100K–$500K | SH |
| MA | MASTERCARD INC CLASS CLASS A | 270 | $100K–$500K | SH |
| LOW | LOWES COS INC | 638 | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 6K | $100K–$500K | SH |
| QQQ | INVSC QQQ TRUST SRS 1 ETF | 241 | $100K–$500K | SH |
| DFAX | DIMENSIONAL WLD EX US CREQ 2 ETF | 4K | $100K–$500K | SH |
| AFL | AFLAC INC | 1K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND C | 468 | $100K–$500K | SH |
| USB | US BANCORP DEL | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS I | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 863 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 140 | $100K–$500K | SH |
| EFX | EQUIFAX INC | 550 | $100K–$500K | SH |
| C | CITIGROUP INC | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 595 | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICAL | 150 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 224 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 831 | $100K–$500K | SH |
| JEF | JEFFERIES FINL GROUP INC | 2K | $100K–$500K | SH |
| VDE | VANGUARD ENERGY ETF | 838 | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 413 | $100K–$500K | SH |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | 2K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CLASS CLASS A | 320 | $100K–$500K | SH |
| SCHW | CHARLES SCHWAB CORP | 985 | $50K–$100K | SH |
| AMGN | AMGEN INC | 300 | $50K–$100K | SH |
| BOE | BLACKROCK ENHANCED GLOBA | 8K | $50K–$100K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 665 | $50K–$100K | SH |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | 5K | $50K–$100K | SH |
| PFE | PFIZER INC | 4K | $50K–$100K | SH |
| GILD | GILEAD SCIENCES INC | 752 | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 983 | $50K–$100K | SH |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | 2K | $50K–$100K | SH |
| CACI | CACI INTL INC CLASS CLASS A | 170 | $50K–$100K | SH |