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 201–250 of 447
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBIT | ISHARES BITCOIN ETF | 967 | $15K–$50K | SH |
| VTIP | VANGUARD SHRT INF PROT SEC INDEX ETF | 950 | $15K–$50K | SH |
| TSEM | TOWER SEMICONDUCTOR LT F | 400 | $15K–$50K | SH |
| RTX | RTX CORP | 254 | $15K–$50K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 1K | $15K–$50K | SH |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FCT ETF | 388 | $15K–$50K | SH |
| ORRF | ORRSTOWN FINL SVCS INC | 1K | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 254 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO | 228 | $15K–$50K | SH |
| LUV | SOUTHWEST AIRLS CO | 1K | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW | 452 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 525 | $15K–$50K | SH |
| IVOO | VANGUARD S&P MID CAP 400ETF | 371 | $15K–$50K | SH |
| WSFS | WSFS FINL CORP | 750 | $15K–$50K | SH |
| CTAS | CINTAS CORP | 220 | $15K–$50K | SH |
| TEAM | ATLASSIAN CORP CLASS A | 250 | $15K–$50K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 634 | $15K–$50K | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 188 | $15K–$50K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 185 | $15K–$50K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 228 | $15K–$50K | SH |
| F | FORD MTR CO DEL | 3K | $15K–$50K | SH |
| SPYV | ST STRT SPDR PRTFL S&P 500 VL ETF IV | 662 | $15K–$50K | SH |
| GBDC | GOLUB CAP BDC INC | 3K | $15K–$50K | SH |
| INTU | INTUIT | 56 | $15K–$50K | SH |
| MPLX | MPLX LP LP | 695 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 159 | $15K–$50K | SH |
| OKE | ONEOK INC NEW | 500 | $15K–$50K | SH |
| SYK | STRYKER CORP | 100 | $15K–$50K | SH |
| CRK | COMSTOCK RES INC | 2K | $15K–$50K | SH |
| ORA | ORMAT TECHNOLOGIES INC | 308 | $15K–$50K | SH |
| PSI | INVESCO SEMICONDUCTORS ETF | 425 | $15K–$50K | SH |
| EAGG | ISHARES ESG AWARE US AGGRGT BND ETF | 692 | $15K–$50K | SH |
| HLT | HILTON WORLDWIDE HLDGS I | 115 | $15K–$50K | SH |
| TCPC | BLACKROCK TCP CAP CORP | 6K | $15K–$50K | SH |
| GE | GE AEROSPACE | 100 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 512 | $15K–$50K | SH |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 444 | $15K–$50K | SH |
| USMV | ISHARES MSCI USA MIN VOLFCTR ETF | 303 | $15K–$50K | SH |
| SPYM | STATE STREET SPDR PORTFLS&P 500 ETF | 346 | $15K–$50K | SH |
| WTRG | ESSENTIAL UTILS INC | 720 | $15K–$50K | SH |
| ALL | ALLSTATE CORP | 132 | $15K–$50K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 90 | $15K–$50K | SH |
| CTRA | COTERRA ENERGY INC | 1K | $15K–$50K | SH |
| MTB | M&T BK CORP | 129 | $15K–$50K | SH |
| DYNF | ISHS US EQTY FACTR ROTATN ACT ETF | 421 | $15K–$50K | SH |
| EFA | ISHARES MSCI EAFE ETF | 263 | $15K–$50K | SH |
| IYH | ISHARES US HEALTHCARE ETF | 380 | $15K–$50K | SH |
| QS | QUANTUMSCAPE CORP CLASS CLASS A | 2K | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GR | 305 | $15K–$50K | SH |
| META | META PLATFORMS INC CLASS A | 36 | $15K–$50K | SH |