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 Market Cap. of $200 Billions or more
