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 151–200 of 447
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPDW | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 2K | $50K–$100K | SH |
| DFSV | DIMENSIONAL US SMALL CAPVALU ETF | 3K | $50K–$100K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 184 | $50K–$100K | SH |
| ABT | ABBOTT LABS | 688 | $50K–$100K | SH |
| ARCC | ARES CAP CORP EQUITY CLASS EQUITY | 4K | $50K–$100K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 189 | $50K–$100K | SH |
| ESML | ISHARES ESG AWARE MSCI USA ETF | 2K | $50K–$100K | SH |
| GLW | CORNING INC | 901 | $50K–$100K | SH |
| MDLZ | MONDELEZ INTL INC CLASS A | 1K | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP | 112 | $50K–$100K | SH |
| VGSH | VANGUARD SHORT TERM TREASURY ETF | 1K | $50K–$100K | SH |
| MRK | MERCK & CO. INC. | 723 | $50K–$100K | SH |
| SCHJ | SCHWAB 1 5 YEAR CORP BOND ETF | 3K | $50K–$100K | SH |
| QUAL | ISHARES MSCI USA QLTY FACT ETF | 380 | $50K–$100K | SH |
| V | VISA INC CLASS CLASS A | 214 | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 1K | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | 274 | $50K–$100K | SH |
| CHD | CHURCH & DWIGHT INC | 876 | $50K–$100K | SH |
| PNC | PNC FINL SERVICES | 335 | $50K–$100K | SH |
| VUSB | VAN ULTRA SHRT BND | 1K | $50K–$100K | SH |
| SDY | STATE STREET SPDR S&P DIV ETF | 495 | $50K–$100K | SH |
| MS | MORGAN STANLEY | 383 | $50K–$100K | SH |
| GM | GENERAL MTRS CO | 836 | $50K–$100K | SH |
| TRV | TRAVELERS COS INC | 234 | $50K–$100K | SH |
| DUHP | DIMENSIONAL US HIGH PROFTBLTY ETF | 2K | $50K–$100K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 2K | $50K–$100K | SH |
| KMB | KIMBERLY CLARK CORP | 634 | $50K–$100K | SH |
| PRU | PRUDENTIAL FINL INC | 566 | $50K–$100K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 599 | $50K–$100K | SH |
| CP | CANADIAN PACIFIC KAN F | 850 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSIN | 241 | $50K–$100K | SH |
| T | AT&T INC | 2K | $50K–$100K | SH |
| AGNC | AGNC INVT CORP REIT | 6K | $50K–$100K | SH |
| KKR | KKR & CO INC | 481 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 1K | $50K–$100K | SH |
| IVOV | VANGUARD S&P MID CAP 400VALUE ETF | 600 | $50K–$100K | SH |
| PPG | PPG INDS INC | 588 | $50K–$100K | SH |
| HSY | HERSHEY CO | 330 | $50K–$100K | SH |
| NOC | NORTHROP GRUMMAN CORP | 101 | $50K–$100K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 474 | $50K–$100K | SH |
| LRCX | LAM RESH CORP | 330 | $50K–$100K | SH |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | 1K | $50K–$100K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 1K | $50K–$100K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 968 | $50K–$100K | SH |
| NU | NU HLDGS LTD FCLASS CLASS A | 3K | $50K–$100K | SH |
| MMM | 3M CO | 340 | $50K–$100K | SH |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | 510 | $50K–$100K | SH |
| BAC | BANK OF AMERICA CORP | 972 | $50K–$100K | SH |
| DFSD | DIMENSIONAL SHRT DRT FXDINCM ETF | 1K | $15K–$50K | SH |
| NEM | NEWMONT CORP | 495 | $15K–$50K | SH |