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
$0
$52 Billion 16.17% of portfolio
168,831
Q3 2025 Added 2.14%
$0
$18.5 Billion 5.75% of portfolio
231,320
Q3 2025 Added 4.56%
$0
$17.4 Billion 5.41% of portfolio
71,252
Q3 2025 Added 0.64%
$0
$15.6 Billion 4.87% of portfolio
47,668
Q3 2025 Added 1.28%
$0
$14.4 Billion 4.47% of portfolio
101,872
Q3 2025 Reduced 0.24%
$0
$14 Billion 4.35% of portfolio
55,007
Q3 2025 Added 14,375.53%
$0
$12.3 Billion 3.83% of portfolio
41,968
Q3 2025 Added 1.76%
$0
$11.8 Billion 3.67% of portfolio
458,575
Q3 2025 Reduced 2.31%
$0
$11 Billion 3.42% of portfolio
154,179
Q3 2025 Reduced 0.54%
$0
$10.7 Billion 3.33% of portfolio
402,351
Q3 2025 Added 520.97%
$0
$10.5 Billion 3.28% of portfolio
21,988
Q3 2025 Added 17.65%
$0
$10.1 Billion 3.14% of portfolio
54,109
Q3 2025 Added 20.04%
$0
$9.69 Billion 3.01% of portfolio
211,772
Q3 2025 Added 86.74%
$0
$8.61 Billion 2.68% of portfolio
118,814
Q3 2025 Added 8,368.57%
$0
$8.23 Billion 2.56% of portfolio
39,315
Q3 2025 Reduced 5.01%
$0
$8.06 Billion 2.51% of portfolio
134,436
Q3 2025 Added 1.54%
$0
$4.78 Billion 1.49% of portfolio
198,888
Q3 2025 Added 771.47%
$0
$4.17 Billion 1.3% of portfolio
6,805
Q3 2025 Reduced 0.1%
$0
$3.84 Billion 1.19% of portfolio
38,131
Q3 2025 Added 5.33%
$0
$3.48 Billion 1.08% of portfolio
64,279
Q3 2025 Added 0.82%
$3.8T
$3.33 Billion 1.03% of portfolio
6,424
Q3 2025 Reduced 0.91%
$350B
$3.27 Billion 1.02% of portfolio
21,259
Q3 2025 Reduced 8.51%
$0
$3.14 Billion 0.98% of portfolio
62,636
Q3 2025 Reduced 2.68%
Apple Inc
-
$2.92 Billion 0.91% of portfolio
-
Q3 2025 New
$497B
$2.69 Billion 0.84% of portfolio
23,885
Q3 2025 Reduced 2.21%
$662B
$1.54 Billion 0.48% of portfolio
3,057
Q2 2025 Reduced 0.62%
$0
$1.41 Billion 0.44% of portfolio
20,621
Q3 2025 Added 0.84%
$0
$1.23 Billion 0.38% of portfolio
8,896
Q3 2025 Added 0.47%
$0
$1.23 Billion 0.38% of portfolio
13,203
Q3 2025 Added 2.61%
$0
$1.1 Billion 0.34% of portfolio
1,468
Q3 2025 Added 2.59%
$0
$1.09 Billion 0.34% of portfolio
1,640
Q3 2025 Added 0.06%
$0
$1.05 Billion 0.33% of portfolio
1,562
Q3 2025 Added 8.25%
$371B
$1.03 Billion 0.32% of portfolio
2,553
Q3 2025 Reduced 0.89%
$111B
$1.01 Billion 0.32% of portfolio
3,079
Q3 2025 Added 0.03%
$0
$1.01 Billion 0.31% of portfolio
4,822
Q3 2025 Added 0.19%
$512B
$838 Million 0.26% of portfolio
4,518
Q3 2025 Reduced 15.12%
$891B
$840 Million 0.26% of portfolio
2,664
Q3 2025 Reduced 10.09%
$0
$825 Million 0.26% of portfolio
9,021
Q3 2025 Reduced 19.04%
$0
$801 Million 0.25% of portfolio
22,025
Q3 2025 Reduced 4.97%
$0
$759 Million 0.24% of portfolio
23,777
Q3 2025 Reduced 92.85%
$0
$769 Million 0.24% of portfolio
1,911
Q3 2025 Added 2.41%
$274B
$770 Million 0.24% of portfolio
2,730
Q3 2025 Added 0.07%
$974B
$716 Million 0.22% of portfolio
939
Q3 2025 Reduced 46.0%
Van Sht Tx Expt Bnd
-
$628 Million 0.2% of portfolio
-
Q3 2025 Added 24.09%
$0
$615 Million 0.19% of portfolio
25,218
Q3 2025 Reduced 4.29%
$130B
$616 Million 0.19% of portfolio
1,732
Q4 2024 New
$0
$610 Million 0.19% of portfolio
5,152
Q3 2025 Reduced 14.39%
$0
$584 Million 0.18% of portfolio
2,706
Q3 2025 Added 0.07%
$0
$554 Million 0.17% of portfolio
4,021
Q3 2025 Added 0.35%

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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