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 251–300 of 447
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 71 | $15K–$50K | SH |
| GIS | GENERAL MILLS INC | 501 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 561 | $15K–$50K | SH |
| SPEM | SPDR INDEX SHARES EMERG MARKT ETF | 484 | $15K–$50K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 327 | $15K–$50K | SH |
| VEEV | VEEVA SYS INC CLASS CLASS A | 100 | $15K–$50K | SH |
| ROP | ROPER TECHNOLOGIES INC | 50 | $15K–$50K | SH |
| DOCS | DOXIMITY INC CLASS A | 500 | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC | 86 | $15K–$50K | SH |
| ACLS | AXCELIS TECHNOLOGIES INC | 275 | $15K–$50K | SH |
| EIS | ISHARES MSCI ISRAEL ETF | 200 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC | 36 | $15K–$50K | SH |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | 245 | $15K–$50K | SH |
| AZO | AUTOZONE INC | 6 | $15K–$50K | SH |
| RVTY | REVVITY INC | 210 | $15K–$50K | SH |
| DUSA | DAVIS SELECT US EQUITY ETF | 388 | $15K–$50K | SH |
| BA | BOEING CO | 90 | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | 62 | $15K–$50K | SH |
| NI | NISOURCE INC | 460 | $15K–$50K | SH |
| IJH | ISHARES CORE S&P MID CAPETF | 290 | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | 40 | $15K–$50K | SH |
| CTVA | CORTEVA INC | 275 | $15K–$50K | SH |
| — | BRISTOL-MYERS SQU 4pcnt PFDCONV | 20 | $15K–$50K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 174 | $15K–$50K | SH |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | 503 | $15K–$50K | SH |
| BLK | BLACKROCK INC NEW | 16 | $15K–$50K | SH |
| OBDC | BLUE OWL CAP CORP | 1K | $15K–$50K | SH |
| RDVY | FT RISING DIVIDEND ACHIEVERS ETF | 240 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC CLASS CLASS A | 75 | $15K–$50K | SH |
| FICS | FIRST TRUST INTL DELP CAPTL SGTH ETF | 410 | $15K–$50K | SH |
| GEV | GE VERNOVA INC | 25 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP NEW | 100 | $15K–$50K | SH |
| VRT | VERTIV HLDGS CO CLASS CLASS A | 100 | $15K–$50K | SH |
| BIIB | BIOGEN INC | 92 | $15K–$50K | SH |
| CMPX | COMPASS THERAPEUTICS INC | 3K | $15K–$50K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS CLASS A | 811 | $15K–$50K | SH |
| PAVE | GLOBAL X US INFRA DVLPMNT ETF | 334 | $15K–$50K | SH |
| RFG | INVSC S P MIDCAP 400 PURE GROWTH ETF | 0 | $15K–$50K | SH |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 181 | $15K–$50K | SH |
| NWBO | NORTHWEST BIOTHERAPEUTIC | 81K | $15K–$50K | SH |
| VGHY | VANGUARD HIGH YIELD ACTIVE ETF | 199 | $1K–$15K | SH |
| SHW | SHERWIN-WILLIAMS CO | 46 | $1K–$15K | SH |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | 150 | $1K–$15K | SH |
| MPC | MARATHON PETE CORP | 91 | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC | 80 | $1K–$15K | SH |
| IAU | ISHARES GOLD ETF | 178 | $1K–$15K | SH |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | 145 | $1K–$15K | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 50 | $1K–$15K | SH |
| ADM | ARCHER-DANIELS MIDLAND C | 238 | $1K–$15K | SH |
| BOH | BANK HAWAII CORP | 200 | $1K–$15K | SH |