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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143M
$85.4 Million 0.03% of portfolio
1,686
Q3 2025 Added 10.99%
$191M
$4,000 0.0% of portfolio
1
Q2 2025 Reduced 99.8%
$278M
$3.98 Million 0.0% of portfolio
122
Q1 2025 Reduced 71.09%
$77.7M
$62,000 0.0% of portfolio
33
Q4 2024 New
$210M
$38,000 0.0% of portfolio
10
Q3 2025 Reduced 90.0%
$207M
$2.57 Million 0.0% of portfolio
91
Q4 2024 New
$249M
$15.8 Million 0.0% of portfolio
65,574
Q4 2024 New
$93.6M
$6.5 Million 0.0% of portfolio
5,000
Q4 2024 New

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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