VSM Wealth Advisory, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2050660
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$376.5M
Holdings
507
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
VSM Wealth Advisory, LLC disclosed 507 positions worth $376.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 30 new positions and exited 28. The portfolio is most concentrated in Other (88.9% of disclosed assets). All figures are sourced directly from VSM Wealth Advisory, LLC’s Form 13F-HR filing with the SEC under CIK 2050660.
AI Fund Analysis
StableVANGUARD LARGE-CAP INDEXFU
15.3% weight
Held 7 quarters
VANGUARD SHORT TERM COR BD
5.8% weight
Held 7 quarters
VANGUARD MEGA CAP INDEX FU
5.1% weight
Held 7 quarters
VANGUARD TOTAL STOCK MARKE
4.8% weight
Held 7 quarters
VANGUARD SMALL-CAP INDEXFU
4.4% weight
Held 7 quarters
VANGUARD VALUE INDEX FUND
6 quarters accumulating
VANGUARD GROWTH INDEX FUND
6 quarters accumulating
VANGUARD FTSE DEVELOPED MA
6 quarters accumulating
DIMENSIONAL U.S. CORE COMM
6 quarters accumulating
PIMCO ACTIVE BOND EXCHANGE
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer StaplesIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD LARGE-CAP INDEXFUND ETF SHARES - ETF
—Quality
$57.4M166,932 shVANGUARD SHORT TERM COR BD ETF - ETF
—Quality
$21.9M277,158 shVANGUARD MEGA CAP INDEX FUND ETF SHARES - ETF
—Quality
$19.1M69,643 shVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - ETF
—Quality
$18.0M48,563 shVANGUARD SMALL-CAP INDEXFUND ETF SHARES - ETF
—Quality
$16.5M54,504 shVANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF
—Quality
$15.8M100,115 shVANGUARD VALUE INDEX FUND ETF SHARES - ETF
—Quality
$13.8M63,154 shVANGUARD GROWTH INDEX FUND ETF SHARES - ETF
—Quality
$13.6M158,390 shVANGUARD MID-CAP INDEX FUND ETF SHARES - ETF
—Quality
$13.0M160,789 shSCHWAB U.S. BROAD MARKETETF - ETF
—Quality
$12.8M442,453 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD LARGE-CAP INDEXFUND ETF SHARES - ETF | — | $57.4M | 166,932 |
| VANGUARD SHORT TERM COR BD ETF - ETF | — | $21.9M | 277,158 |
| VANGUARD MEGA CAP INDEX FUND ETF SHARES - ETF | — | $19.1M | 69,643 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - ETF | — | $18.0M | 48,563 |
| VANGUARD SMALL-CAP INDEXFUND ETF SHARES - ETF | — | $16.5M | 54,504 |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF | — | $15.8M | 100,115 |
| VANGUARD VALUE INDEX FUND ETF SHARES - ETF | — | $13.8M | 63,154 |
| VANGUARD GROWTH INDEX FUND ETF SHARES - ETF | — | $13.6M | 158,390 |
| VANGUARD MID-CAP INDEX FUND ETF SHARES - ETF | — | $13.0M | 160,789 |
| SCHWAB U.S. BROAD MARKETETF - ETF | — | $12.8M | 442,453 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of VSM Wealth Advisory, LLC's 507 positions.
Showing top 10 of 507 holdings.
Sector Allocation
Other
$334.6M
Technology
$10.5M
Financials
$7.3M
Consumer Staples
$4.6M
Industrials
$4.5M
Energy
$4.2M
Healthcare
$3.4M
Utilities
$2.8M
Top Holdings — VSM Wealth Advisory, LLC (Q2 2026)
Top 150 of 507 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD LARGE-CAP INDEXFUND ETF SHARES - ETF | $57.4M | 15.3% | -0% | — |
| 2 | — | VANGUARD SHORT TERM COR BD ETF - ETF | $21.9M | 5.8% | +4% | — |
| 3 | — | VANGUARD MEGA CAP INDEX FUND ETF SHARES - ETF | $19.1M | 5.1% | +0% | — |
| 4 | — | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - ETF | $18.0M | 4.8% | +1% | — |
| 5 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - ETF | $16.5M | 4.4% | -1% | — |
| 6 | — | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF | $15.8M | 4.2% | -1% | — |
| 7 | — | VANGUARD VALUE INDEX FUND ETF SHARES - ETF | $13.8M | 3.7% | +4% | — |
| 8 | — | VANGUARD GROWTH INDEX FUND ETF SHARES - ETF | $13.6M | 3.6% | +529% | — |
| 9 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES - ETF | $13.0M | 3.4% | +290% | — |
| 10 | — | SCHWAB U.S. BROAD MARKETETF - ETF | $12.8M | 3.4% | -1% | — |
| 11 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES - ETF | $12.8M | 3.4% | -1% | — |
| 12 | — | DIMENSIONAL US CORE COMMON STOCK MARKET ETF - ETF | $11.7M | 3.1% | +2% | — |
| 13 | — | DIMENSIONAL U.S. COMMON STOCK MARKET ETF - ETF | $10.1M | 2.7% | +0% | — |
| 14 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES - ETF | $10.0M | 2.7% | +1% | — |
| 15 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $10.0M | 2.7% | +1% | — |
| 16 | — | DIMENSIONAL U.S. CORE COMMON STOCK 2 ETF - ETF | $9.9M | 2.6% | +2% | — |
| 17 | — | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES - ETF | $9.2M | 2.5% | -2% | — |
| 18 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | $5.1M | 1.4% | NEW | — |
| 19 | — | VANGUARD S&P 500 ETF - ETF | $4.5M | 1.2% | -3% | — |
| 20 | — | SCHWAB U.S. AGGREGATE BOND ETF - ETF | $4.1M | 1.1% | -0% | — |
| 21 | — | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - ETF | $3.9M | 1.0% | -0% | — |
| 22 |  $XOM.R34088 | EXXON MOBIL CORP | $3.2M | 0.8% | -1% | 57.9 |
| 23 |  $AAPL | Apple Inc. | $3.2M | 0.8% | -1% | 76.4 |
| 24 | — | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES - ETF | $3.1M | 0.8% | +3% | — |
| 25 |  $PG | PROCTER & GAMBLE Co | $3.1M | 0.8% | +0% | 64.6 |
| 26 | — | SCHWAB U.S. SMALL-CAP ETF - ETF | $2.4M | 0.7% | +1% | — |
| 27 | — | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES - ETF | $2.2M | 0.6% | +6% | — |
| 28 | — | SCHWAB U.S. MID-CAP ETF - ETF | $2.1M | 0.6% | -0% | — |
| 29 |  $MSFT | MICROSOFT CORP | $1.9M | 0.5% | -0% | 79.8 |
| 30 | — | DIMENSIONAL U.S. SMALL CAP ETF - ETF | $1.7M | 0.5% | +0% | — |
| 31 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | $1.6M | 0.4% | +4% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.4% | +0% | 73.8 |
| 33 | — | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES - ETF | $1.5M | 0.4% | +710% | — |
| 34 | — | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES - ETF | $1.5M | 0.4% | +394% | — |
| 35 | — | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - ETF | $1.5M | 0.4% | +1% | — |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.3% | +0% | — |
| 37 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.3% | -3% | 69 |
| 38 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $965,488 | 0.3% | +8% | — |
| 39 | — | DIMENSIONAL INTERNATIONAL CORE COMMON STOCK MARKET ETF - ETF | $910,331 | 0.2% | +0% | — |
| 40 |  $LLY | ELI LILLY & Co | $905,566 | 0.2% | +1656% | 87.5 |
| 41 |  $INTC | INTEL CORP | $883,165 | 0.2% | -6% | 45.6 |
| 42 |  $HD | HOME DEPOT, INC. | $872,676 | 0.2% | -1% | 60.3 |
| 43 |  $JPM | JPMORGAN CHASE & CO | $869,955 | 0.2% | +0% | 70.7 |
| 44 |  $MU | MICRON TECHNOLOGY INC | $818,423 | 0.2% | +0% | 86.2 |
| 45 | — | ISHARES CORE S&P 500 ETF - ETF | $766,114 | 0.2% | +0% | — |
| 46 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $741,009 | 0.2% | -3% | 70 |
| 47 | — | SCHWAB U.S. LARGE-CAP VALUE ETF - ETF | $732,293 | 0.2% | +4% | — |
| 48 |  $AMD | ADVANCED MICRO DEVICES INC | $726,138 | 0.2% | +0% | 79.8 |
| 49 |  $CEG | Constellation Energy Corp | $714,444 | 0.2% | +0% | 59.4 |
| 50 | — | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES - ETF | $708,018 | 0.2% | NEW | — |
| 51 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $643,005 | 0.2% | +0% | — |
| 52 |  $GLD | SPDR GOLD TRUST | $642,086 | 0.2% | +0% | — |
| 53 | — | SCHWAB INTERNATIONAL COMMON STOCK ETF - ETF | $623,373 | 0.2% | -1% | — |
| 54 | — | VANGUARD ESG U.S. STOCK ETF - ETF | $605,508 | 0.2% | +0% | — |
| 55 |  $DX | DYNEX CAPITAL INC | $605,276 | 0.2% | +9% | — |
| 56 |  $META | Meta Platforms, Inc. | $603,974 | 0.2% | +39% | 79.6 |
| 57 |  $WFC | WELLS FARGO & COMPANY/MN | $587,653 | 0.2% | -1% | 61.8 |
| 58 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - ETF | $567,057 | 0.1% | -12% | — |
| 59 |  $DOV | DOVER Corp | $564,436 | 0.1% | +0% | 58.1 |
| 60 | — | VANGUARD REAL ESTATE INDEX FUND ETF SHARES - ETF | $549,663 | 0.1% | -11% | — |
| 61 | — | ISHARES S&P 500 VALUE ETF - ETF | $529,906 | 0.1% | +0% | — |
| 62 |  $WMT | Walmart Inc. | $527,375 | 0.1% | +0% | 60.2 |
| 63 | — | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES - ETF | $526,092 | 0.1% | -13% | — |
| 64 |  $TSLA | Tesla, Inc. | $511,870 | 0.1% | -2% | 53.9 |
| 65 | — | VANGUARD HEALTH CARE INDEX FUND ETF SHARES - ETF | $499,980 | 0.1% | +5% | — |
| 66 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - ETF | $499,657 | 0.1% | +4% | — |
| 67 |  $ETN | Eaton Corp plc | $495,151 | 0.1% | +0% | — |
| 68 | — | SCHWAB SHORT-TERM U.S. TREASURY ETF - ETF | $494,701 | 0.1% | -8% | — |
| 69 |  $CSX | CSX CORP | $493,932 | 0.1% | +0% | 65.2 |
| 70 | — | VANGUARD FINANCIALS INDEX FUND ETF SHARES - ETF | $492,178 | 0.1% | +11% | — |
| 71 |  $KO | COCA COLA CO | $439,183 | 0.1% | +0% | 69.5 |
| 72 |  $SAN | Banco Santander, S.A. | $436,190 | 0.1% | +0% | — |
| 73 | — | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES - ETF | $432,096 | 0.1% | +8% | — |
| 74 | — | VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES - ETF | $418,854 | 0.1% | +0% | — |
| 75 |  $WM | WASTE MANAGEMENT INC | $415,839 | 0.1% | -12% | 67.6 |
| 76 |  $AMZN | AMAZON COM INC | $407,561 | 0.1% | -0% | 68.7 |
| 77 | — | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES - ETF | $397,800 | 0.1% | +11% | — |
| 78 |  $CAT | CATERPILLAR INC | $397,670 | 0.1% | +0% | 66.5 |
| 79 | — | VANGUARD MATERIALS INDEXFUND ETF SHARES - ETF | $386,198 | 0.1% | +6% | — |
| 80 |  $AON | Aon plc | $383,102 | 0.1% | +0% | — |
| 81 | — | ISHARES CORE S&P U.S. GROWTH ETF - ETF | $377,019 | 0.1% | +14% | — |
| 82 | — | SCHWAB U.S. REIT ETF - ETF | $376,832 | 0.1% | -1% | — |
| 83 |  $STT | STATE STREET CORP | $372,186 | 0.1% | +6% | 71.5 |
| 84 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $371,492 | 0.1% | +6% | — |
| 85 |  $NVDA | NVIDIA CORP | $369,866 | 0.1% | -2% | 85.9 |
| 86 |  $MKC | MCCORMICK & CO INC | $367,393 | 0.1% | +0% | 67.6 |
| 87 |  $EXC | EXELON CORP | $359,831 | 0.1% | +0% | 59.6 |
| 88 | — | SCHWAB EMERGING MARKETS COMMON STOCK ETF - ETF | $354,965 | 0.1% | -1% | — |
| 89 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | $353,712 | 0.1% | +11% | — |
| 90 |  $DUK | Duke Energy CORP | $346,923 | 0.1% | +0% | 56.4 |
| 91 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $344,947 | 0.1% | +9% | — |
| 92 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF | $333,035 | 0.1% | -3% | — |
| 93 | — | DIMENSIONAL ULTRASHORT FIXED INCOME ETF - ETF | $328,547 | 0.1% | +4% | — |
| 94 |  $MCD | MCDONALDS CORP | $324,315 | 0.1% | +1835% | 69 |
| 95 |  $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $317,809 | 0.1% | +163% | — |
| 96 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | $317,324 | 0.1% | +0% | — |
| 97 |  $ROK | ROCKWELL AUTOMATION, INC | $308,620 | 0.1% | +0% | 63.6 |
| 98 | — | DIMENSIONAL EMERGING CORE COMMON STOCK MARKET ETF - ETF | $301,086 | 0.1% | +0% | — |
| 99 | — | VANGUARD S&P MID-CAP 400GROWTH INDEX FUND ETF SHARES - ETF | $286,163 | 0.1% | +0% | — |
| 100 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $283,535 | 0.1% | +0% | 66.8 |
| 101 | — | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES - ETF | $271,820 | 0.1% | +11% | — |
| 102 | — | ISHARES S&P 500 GROWTH ETF - ETF | $268,352 | 0.1% | -9% | — |
| 103 |  $GOOGL | Alphabet Inc. | $256,147 | 0.1% | +0% | 78.2 |
| 104 |  $GLW | CORNING INC /NY | $230,217 | 0.1% | +0% | 73.7 |
| 105 | — | DIMENSIONAL US LARGE CAPVALUE ETF - ETF | $229,767 | 0.1% | NEW | — |
| 106 |  $ABBV | AbbVie Inc. | $218,003 | 0.1% | +0% | 72.6 |
| 107 | — | JPMORGAN NASDAQ COMMON STOCK PREMIUM INCOME ETF - ETF | $217,255 | 0.1% | +24% | — |
| 108 | — | VANGUARD ESG INTERNATIONAL STOCK ETF - ETF | $211,499 | 0.1% | +0% | — |
| 109 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | $210,301 | 0.1% | +0% | — |
| 110 |  $CVX | CHEVRON CORP | $209,311 | 0.1% | +0% | 62.8 |
| 111 |  $SO | SOUTHERN CO | $209,206 | 0.1% | +0% | 62 |
| 112 | — | ISHARES RUSSELL 3000 ETF - ETF | $207,657 | 0.1% | +0% | — |
| 113 |  $TPL | Texas Pacific Land Corp | $204,816 | 0.1% | +0% | 73 |
| 114 |  $DIS | Walt Disney Co | $199,048 | 0.1% | +0% | 60.1 |
| 115 | — | VANGUARD UTILITIES INDEXFUND ETF SHARES - ETF | $195,926 | 0.1% | +0% | — |
| 116 |  $TFC | TRUIST FINANCIAL CORP | $185,829 | 0.1% | +0% | 76.4 |
| 117 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - ETF | $183,124 | 0.1% | -12% | — |
| 118 |  $AXP | AMERICAN EXPRESS CO | $180,287 | 0.1% | +0% | 69.4 |
| 119 |  $PM | Philip Morris International Inc. | $177,539 | 0.1% | +0% | 75.9 |
| 120 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $177,476 | 0.1% | +0% | — |
| 121 |  $KMI | KINDER MORGAN, INC. | $176,382 | 0.1% | +0% | 71.3 |
| 122 | — | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF - ETF | $174,407 | 0.1% | +0% | — |
| 123 |  $ED | CONSOLIDATED EDISON INC | $171,919 | 0.1% | +0% | 67.3 |
| 124 | — | DIMENSIONAL WORLD EX U.S. CORE COMMON STOCK 2 ETF - ETF | $161,676 | 0.0% | +0% | — |
| 125 |  $USB | US BANCORP \DE\ | $158,500 | 0.0% | +0% | 65.3 |
| 126 |  $HL | HECLA MINING CO/DE/ | $156,818 | 0.0% | +0% | 77.6 |
| 127 |  $AFL | AFLAC INC | $149,142 | 0.0% | +0% | 61.3 |
| 128 | — | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES - ETF | $148,249 | 0.0% | +11% | — |
| 129 |  $CSCO | CISCO SYSTEMS, INC. | $144,312 | 0.0% | +0% | 70.3 |
| 130 |  $LRCX | LAM RESEARCH CORP | $143,171 | 0.0% | -48% | 79.4 |
| 131 |  $NAT | NORDIC AMERICAN TANKERS Ltd | $142,777 | 0.0% | +0% | — |
| 132 |  $PSX | Phillips 66 | $140,838 | 0.0% | +0% | 57.8 |
| 133 |  $LOW | LOWES COMPANIES INC | $140,673 | 0.0% | +185% | 60.8 |
| 134 |  $C | CITIGROUP INC | $139,960 | 0.0% | +0% | 65 |
| 135 |  $MA | Mastercard Inc | $138,704 | 0.0% | NEW | 85.1 |
| 136 | — | EV TAX-MGD GBL DIV EQUIT - COMMON STOCK | $137,311 | 0.0% | +0% | — |
| 137 |  $VZ | VERIZON COMMUNICATIONS INC | $129,948 | 0.0% | -3% | 65.8 |
| 138 |  $NAD | Nuveen Quality Municipal Income Fund | $128,831 | 0.0% | +0% | — |
| 139 |  $HON | HONEYWELL INTERNATIONAL INC | $128,743 | 0.0% | -50% | 65 |
| 140 |  $HONA | Honeywell Aerospace Inc. | $127,121 | 0.0% | NEW | — |
| 141 | — | VANGUARD ENERGY INDEX FUND ETF SHARES - ETF | $126,066 | 0.0% | +0% | — |
| 142 |  $PFE | PFIZER INC | $125,459 | 0.0% | +0% | 62 |
| 143 |  $AGNC | AGNC Investment Corp. | $124,827 | 0.0% | +85% | — |
| 144 | — | ISHARES MSCI USA QUALITYFACTOR ETF - ETF | $122,442 | 0.0% | -12% | — |
| 145 |  $APD | Air Products & Chemicals, Inc. | $121,083 | 0.0% | +0% | 46.4 |
| 146 |  $ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $120,490 | 0.0% | +0% | — |
| 147 | — | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES - ETF | $118,973 | 0.0% | +388% | — |
| 148 |  $PEP | PEPSICO INC | $117,244 | 0.0% | -15% | 63.4 |
| 149 |  $GOOG | Alphabet Inc. | $114,358 | 0.0% | +0% | 78.2 |
| 150 |  $LMT | LOCKHEED MARTIN CORP | $114,119 | 0.0% | -73% | 65.6 |
New Positions (30)
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF$5.1M
VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES - ETF$708,018
DIMENSIONAL US LARGE CAPVALUE ETF - ETF$229,767
$MA Mastercard Inc$138,704$HONA Honeywell Aerospace Inc.$127,121
$MDLZ Mondelez International, Inc.$79,009
$ENB ENBRIDGE INC$47,759
$DVN DEVON ENERGY CORP/DE$39,334 STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF$25,287
$MWH SOLV Energy, Inc.$13,620
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/$12,495
$NFLX NETFLIX INC$9,639
$PURR Hyperliquid Strategies Inc$9,444
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$7,860
$UI Ubiquiti Inc.$7,476Exited Positions (28)
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES
DIMENSIONAL US LARGE CAPVALUE ETF
MONDELEZ INTL INC CLASS A
LAM RESH CORP
NORTHROP GRUMMAN CORP
$OXY OCCIDENTAL PETROLEUM CORP /DE/
$CTRA Coterra Energy Inc. MADRIGAL PHARMACEUTICALS
$WEC WEC ENERGY GROUP, INC. STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
DAVIS SELECT U.S. Common StockETF
$SNOW Snowflake Inc. JPMORGAN MORTGAGE-BACKEDSECURITIES ETF
ISHARES IBONDS 2026 TERMHIGH YIELD AND INCOME ETF
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AI-Powered Hedge Fund Analysis: VSM Wealth Advisory, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For VSM Wealth Advisory, LLC (SEC CIK: 2050660), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in VSM Wealth Advisory, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.