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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$3.7 Billion 1.22% of portfolio
23,237
Q2 2025 Added 0.26%
$3.95T
$3.22 Billion 1.07% of portfolio
6,483
Q1 2025 Reduced 0.34%
$442B
$2.63 Billion 0.87% of portfolio
24,426
Q2 2025 Reduced 1.32%
$3.69T
$2.35 Billion 0.78% of portfolio
11,455
Q2 2025 Reduced 0.47%
$621B
$1.48 Billion 0.49% of portfolio
3,057
Q2 2025 Reduced 0.62%
$608B
$1.36 Billion 0.45% of portfolio
1,739
Q2 2025 Reduced 1.02%
$111B
$993 Million 0.33% of portfolio
3,078
Q2 2025 Added 14.17%
$405B
$944 Million 0.31% of portfolio
2,576
Q2 2025 Added 0.55%
$859B
$859 Million 0.28% of portfolio
2,963
Q2 2025 Added 2.6%
$210B
$804 Million 0.27% of portfolio
2,728
Q2 2025 Added 1.15%
$452B
$813 Million 0.27% of portfolio
5,323
Q2 2025 Added 0.19%
$17.3B
$582 Million 0.19% of portfolio
7,675
Q2 2025 Reduced 20.66%
$95.6B
$496 Million 0.16% of portfolio
2,167
Q2 2025 Reduced 0.37%
$281B
$449 Million 0.15% of portfolio
4,596
Q2 2025 Added 2.75%
$2.26T
$462 Million 0.15% of portfolio
2,107
Q2 2025 Added 17.45%
$302B
$421 Million 0.14% of portfolio
5,250
Q2 2025 Added 2.78%
$75.3B
$412 Million 0.14% of portfolio
1,155
Q1 2025 New
$95.8B
$424 Million 0.14% of portfolio
3,597
Q4 2024 New
$552M
$414 Million 0.14% of portfolio
33,840
Q2 2025 Added 38.82%
$145B
$415 Million 0.14% of portfolio
1,162
Q4 2024 New
$306B
$382 Million 0.13% of portfolio
5,405
Q2 2025 Added 0.02%
$1.08T
$405 Million 0.13% of portfolio
1,275
Q2 2025 Reduced 3.41%
$222B
$360 Million 0.12% of portfolio
1,233
Q2 2025 Added 1.99%
$75.3B
$339 Million 0.11% of portfolio
10,392
Q4 2024 New
$44.3B
$321 Million 0.11% of portfolio
7,382
Q2 2025 Added 0.19%
$158B
$304 Million 0.1% of portfolio
36,608
Q4 2024 New
$58.4B
$260 Million 0.09% of portfolio
6,045
Q2 2025 Added 22.62%
$456B
$287 Million 0.09% of portfolio
1,816
Q2 2025 Reduced 18.31%
$36.8B
$236 Million 0.08% of portfolio
2,354
Q4 2024 New
$302B
$242 Million 0.08% of portfolio
1,690
Q2 2025 Reduced 3.48%
$282B
$245 Million 0.08% of portfolio
1,729
Q2 2025 Added 37.55%
$146B
$256 Million 0.08% of portfolio
1,100
Q1 2025 New
$102B
$239 Million 0.08% of portfolio
2,602
Q2 2025 Reduced 26.68%
$207B
$256 Million 0.08% of portfolio
2,066
Q1 2025 Reduced 22.48%
$39.2B
$207 Million 0.07% of portfolio
623
Q4 2024 New
$57.5B
$221 Million 0.07% of portfolio
2,130
Q2 2025 Reduced 3.27%
$351B
$188 Million 0.06% of portfolio
1,014
Q2 2025 Added 4.97%
$227B
$170 Million 0.06% of portfolio
533
Q4 2024 New
$1.24T
$176 Million 0.06% of portfolio
994
Q2 2025 Added 71.08%
$14B
$187 Million 0.06% of portfolio
3,420
Q4 2024 New
$261B
$178 Million 0.06% of portfolio
980
Q1 2025 Reduced 16.95%
$182B
$195 Million 0.06% of portfolio
4,517
Q2 2025 Reduced 4.02%
$152B
$142 Million 0.05% of portfolio
638
Q4 2024 New
$548B
$151 Million 0.05% of portfolio
269
Q4 2024 New
$89.6B
$150 Million 0.05% of portfolio
6,691
Q1 2025 Reduced 13.0%
$59.7B
$162 Million 0.05% of portfolio
5,502
Q2 2025 Added 0.07%
$439B
$137 Million 0.05% of portfolio
139
Q2 2025 Added 3.73%
$138B
$148 Million 0.05% of portfolio
6,104
Q2 2025 Added 90.81%
$29.5B
$143 Million 0.05% of portfolio
550
Q4 2024 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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