Vsm Wealth Advisory, LLC Portfolio Holdings

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025

Vsm Wealth Advisory, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $303 Billion distributed in 516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $47.2B, Vanguard with a value of $17.6B, Vanguard Mega Cap ETF with a value of $15.9B, Vanguard Total Stock Market Et with a value of $14.3B, and Vanguard Whitehall Fds (Vangua with a value of $13.6B.

Examining the 13F form we can see an increase of $24.5B in the current position value, from $278B to 303B.

Vsm Wealth Advisory, LLC is based out at Hunt Valley, MD

Below you can find more details about Vsm Wealth Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $303 Billion
ETFs: $262 Billion
Technology: $8.14 Billion
Financial Services: $6.56 Billion
Consumer Defensive: $6.19 Billion
Energy: $3.9 Billion
Healthcare: $3.82 Billion
Industrials: $3.16 Billion
Utilities: $2.8 Billion
Other: $4.68 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.2 Billion 15.58% of portfolio
165,286
Q2 2025 Reduced 1.0%
$0
$17.6 Billion 5.81% of portfolio
221,234
Q2 2025 Added 16,957.36%
$0
$15.9 Billion 5.26% of portfolio
70,796
Q2 2025 Reduced 4.39%
$0
$14.3 Billion 4.73% of portfolio
47,067
Q2 2025 Added 0.77%
$0
$13.6 Billion 4.5% of portfolio
102,117
Q2 2025 Added 0.51%
$0
$12.8 Billion 4.22% of portfolio
53,961
Q2 2025 Added 8,125.76%
$0
$11.5 Billion 3.81% of portfolio
41,243
Q2 2025 Reduced 2.74%
$0
$11.2 Billion 3.69% of portfolio
469,414
Q2 2025 Reduced 1.61%
$0
$10.4 Billion 3.44% of portfolio
155,019
Q2 2025 Reduced 0.3%
$0
$8.6 Billion 2.84% of portfolio
203,074
Q2 2025 Added 20,207.4%
$0
$8.19 Billion 2.71% of portfolio
18,690
Q2 2025 Added 16.47%
$0
$8.13 Billion 2.68% of portfolio
332,453
Q2 2025 Added 3,873.38%
$0
$7.97 Billion 2.63% of portfolio
45,076
Q2 2025 Added 9.83%
$0
$7.98 Billion 2.63% of portfolio
41,388
Q2 2025 Reduced 3.52%
$0
$7.6 Billion 2.51% of portfolio
113,405
Q2 2025 Reduced 43.1%
$0
$7.55 Billion 2.49% of portfolio
132,394
Q2 2025 Added 2.32%
$0
$4.12 Billion 1.36% of portfolio
177,281
Q2 2025 Added 0.58%
$0
$3.87 Billion 1.28% of portfolio
6,812
Q2 2025 Added 9.18%
$377B
$3.7 Billion 1.22% of portfolio
23,237
Q2 2025 Added 0.26%
$0
$3.64 Billion 1.2% of portfolio
36,201
Q2 2025 Added 4.88%
$3.79T
$3.22 Billion 1.07% of portfolio
6,483
Q1 2025 Reduced 0.34%
$0
$3.15 Billion 1.04% of portfolio
63,756
Q2 2025 Added 0.74%
$0
$3.16 Billion 1.04% of portfolio
64,362
Q2 2025 Reduced 22.08%
$468B
$2.63 Billion 0.87% of portfolio
24,426
Q2 2025 Reduced 1.32%
$3.85T
$2.35 Billion 0.78% of portfolio
11,455
Q2 2025 Reduced 0.47%
$0
$1.71 Billion 0.56% of portfolio
60,961
Q2 2025 Reduced 22.74%
$0
$1.64 Billion 0.54% of portfolio
64,794
Q2 2025 Reduced 7.47%
$652B
$1.48 Billion 0.49% of portfolio
3,057
Q2 2025 Reduced 0.62%
$706B
$1.36 Billion 0.45% of portfolio
1,739
Q2 2025 Reduced 1.02%
$0
$1.3 Billion 0.43% of portfolio
20,449
Q2 2025 Reduced 2.12%
$0
$1.19 Billion 0.39% of portfolio
12,867
Q2 2025 Added 3.94%
$0
$1.16 Billion 0.38% of portfolio
8,854
Q2 2025 Added 12.09%
$0
$992 Million 0.33% of portfolio
11,143
Q2 2025 Reduced 12.9%
$0
$1.01 Billion 0.33% of portfolio
1,639
Q2 2025 Reduced 0.36%
$100B
$993 Million 0.33% of portfolio
3,078
Q2 2025 Added 14.17%
$0
$949 Million 0.31% of portfolio
1,431
Q2 2025 Added 7.59%
$421B
$944 Million 0.31% of portfolio
2,576
Q2 2025 Added 0.55%
$0
$939 Million 0.31% of portfolio
4,813
Q2 2025 Reduced 7.25%
$0
$896 Million 0.3% of portfolio
1,443
Q2 2025 Added 4.04%
$891B
$859 Million 0.28% of portfolio
2,963
Q2 2025 Added 2.6%
$222B
$804 Million 0.27% of portfolio
2,728
Q2 2025 Added 1.15%
$467B
$813 Million 0.27% of portfolio
5,323
Q2 2025 Added 0.19%
$0
$801 Million 0.26% of portfolio
23,178
Q2 2025 Reduced 2.67%
$0
$683 Million 0.23% of portfolio
1,866
Q2 2025 Added 82.05%
$0
$660 Million 0.22% of portfolio
6,018
Q2 2025 Reduced 0.03%
$0
$667 Million 0.22% of portfolio
22,822
Q2 2025 Added 436.48%
$0
$642 Million 0.21% of portfolio
26,347
Q2 2025 Reduced 6.08%
$0
$642 Million 0.21% of portfolio
29,045
Q2 2025 Reduced 0.74%
$0
$596 Million 0.2% of portfolio
11,852
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 516
  • Current Value $303 Billion
  • Prior Value $278 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 51 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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