Vsm Wealth Advisory, LLC Portfolio Holdings

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

Vsm Wealth Advisory, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $52B, Vanguard with a value of $18.5B, Vanguard Mega Cap ETF with a value of $17.4B, Vanguard Total Stock Market Et with a value of $15.6B, and Vanguard Whitehall Fds (Vangua with a value of $14.4B.

Examining the 13F form we can see an increase of $18.8B in the current position value, from $303B to 322B.

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 $322 Billion
ETFs: $283 Billion
Financial Services: $6.22 Billion
Technology: $5.84 Billion
Consumer Defensive: $5.5 Billion
Energy: $3.69 Billion
Healthcare: $2.9 Billion
Consumer Cyclical: $2.84 Billion
Industrials: $2.82 Billion
Other: $4.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29T
$558 Million 0.17% of portfolio
1,255
Q3 2025 Reduced 1.57%
$0
$515 Million 0.16% of portfolio
22,101
Q3 2025 Reduced 23.91%
$16.4B
$514 Million 0.16% of portfolio
7,675
Q2 2025 Reduced 20.66%
$85.9B
$475 Million 0.15% of portfolio
2,149
Q3 2025 Reduced 0.83%
$279B
$474 Million 0.15% of portfolio
4,598
Q3 2025 Added 0.04%
$0
$480 Million 0.15% of portfolio
2,323
Q3 2025 Added 0.17%
$0
$483 Million 0.15% of portfolio
6,122
Q3 2025 Reduced 11.43%
$140B
$435 Million 0.14% of portfolio
1,162
Q4 2024 New
$317B
$440 Million 0.14% of portfolio
5,250
Q2 2025 Added 2.78%
$605M
$418 Million 0.13% of portfolio
34,023
Q3 2025 Added 0.54%
$72.4B
$412 Million 0.13% of portfolio
1,155
Q1 2025 New
$2.39T
$388 Million 0.12% of portfolio
1,769
Q3 2025 Reduced 16.04%
$0
$365 Million 0.11% of portfolio
16,942
Q3 2025 Reduced 3.9%
$224B
$369 Million 0.11% of portfolio
1,213
Q3 2025 Reduced 1.62%
$73.4B
$369 Million 0.11% of portfolio
10,392
Q4 2024 New
$306B
$358 Million 0.11% of portfolio
5,405
Q2 2025 Added 0.02%
$0
$327 Million 0.1% of portfolio
9,787
Q3 2025 Reduced 1.86%
$181B
$331 Million 0.1% of portfolio
31,608
Q3 2025 Reduced 13.66%
$465B
$333 Million 0.1% of portfolio
1,784
Q3 2025 Reduced 1.76%
$45.6B
$333 Million 0.1% of portfolio
7,396
Q3 2025 Added 0.19%
Dimensnl Ultrashrt Fixedincm ETF
-
$279 Million 0.09% of portfolio
-
Q3 2025 Added 13.34%
$0
$279 Million 0.09% of portfolio
2,148
Q4 2024 New
$132B
$242 Million 0.08% of portfolio
1,150
Q3 2025 Added 4.55%
$143B
$226 Million 0.07% of portfolio
6,741
Q3 2025 Added 0.75%
$0
$235 Million 0.07% of portfolio
1,946
Q3 2025 Reduced 11.22%
$0
$218 Million 0.07% of portfolio
1,091
Q2 2025 Reduced 30.42%
$193B
$237 Million 0.07% of portfolio
2,067
Q3 2025 Added 0.05%
$388B
$211 Million 0.07% of portfolio
1,307
Q3 2025 Reduced 24.41%
$62.3B
$232 Million 0.07% of portfolio
2,060
Q3 2025 Reduced 3.29%
$43.5B
$218 Million 0.07% of portfolio
623
Q4 2024 New
$0
$236 Million 0.07% of portfolio
7,488
Q2 2025 Reduced 8.63%
$36B
$237 Million 0.07% of portfolio
2,354
Q4 2024 New
$414B
$235 Million 0.07% of portfolio
1,015
Q3 2025 Added 0.1%
$0
$239 Million 0.07% of portfolio
1,453
Q2 2025 Added 9.5%
$98.6B
$236 Million 0.07% of portfolio
2,493
Q3 2025 Reduced 4.19%
$255B
$177 Million 0.06% of portfolio
533
Q4 2024 New
$0
$190 Million 0.06% of portfolio
1,001
Q3 2025 Reduced 3.1%
$0
$186 Million 0.06% of portfolio
5,940
Q3 2025 Added 0.35%
$0
$187 Million 0.06% of portfolio
1,073
Q3 2025 Reduced 23.9%
Dimensionl Us Large Cap Value ETF
-
$191 Million 0.06% of portfolio
-
Q4 2024 New
$0
$185 Million 0.06% of portfolio
487
Q4 2024 New
$0
$193 Million 0.06% of portfolio
2,788
Q3 2025 Reduced 5.68%
$96.4B
$207 Million 0.06% of portfolio
1,669
Q3 2025 Reduced 53.6%
$291B
$192 Million 0.06% of portfolio
403
Q3 2025 Reduced 63.43%
$303B
$197 Million 0.06% of portfolio
1,271
Q3 2025 Reduced 24.79%
$593B
$167 Million 0.05% of portfolio
595
Q4 2024 New
$140B
$160 Million 0.05% of portfolio
638
Q4 2024 New
$61.6B
$156 Million 0.05% of portfolio
5,506
Q3 2025 Added 0.07%
$237B
$159 Million 0.05% of portfolio
980
Q1 2025 Reduced 16.95%

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $322 Billion
  • Prior Value $303 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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