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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$552M
$414 Million 0.14% of portfolio
33,840
Q2 2025 Added 38.82%
$831M
$80.9 Million 0.03% of portfolio
30,772
Q1 2025 Added 2.57%
$650M
$22.7 Million 0.01% of portfolio
4,000
Q1 2025 Added 300.0%
$784M
$25.8 Million 0.01% of portfolio
15,000
Q2 2025 Added 50.0%
$949M
$690,000 0.0% of portfolio
101
Q4 2024 New
$321M
$7.8 Million 0.0% of portfolio
3,000
Q2 2025 New
$1.2B
$1.31 Million 0.0% of portfolio
202
Q4 2024 New
$1.79B
$10.9 Million 0.0% of portfolio
1,000
Q1 2025 New
$516M
$1.59 Million 0.0% of portfolio
1,000
Q4 2024 New
$1.19B
$4.21 Million 0.0% of portfolio
75
Q1 2025 New
$1.17B
$3.59 Million 0.0% of portfolio
750
Q2 2025 New
$667M
$11.2 Million 0.0% of portfolio
1,000
Q4 2024 New
$511M
$3.32 Million 0.0% of portfolio
1,700
Q4 2024 New
$980M
$4.37 Million 0.0% of portfolio
300
Q2 2025 New
$466M
$1.58 Million 0.0% of portfolio
1,176
Q4 2024 New
$1.55B
$8.46 Million 0.0% of portfolio
2,000
Q4 2024 New
$951M
$1.9 Million 0.0% of portfolio
35
Q4 2024 New
$1.57B
$5.04 Million 0.0% of portfolio
97
Q4 2024 New
$1.18B
$4.05 Million 0.0% of portfolio
500
Q1 2025 Reduced 46.18%
$721M
$11 Million 0.0% of portfolio
5,000
Q4 2024 New
$797M
$174,000 0.0% of portfolio
18
Q4 2024 New
$793M
$2.93 Million 0.0% of portfolio
100
Q4 2024 New
$1.69B
$2.88 Million 0.0% of portfolio
100
Q1 2025 New
$439M
$4.64 Million 0.0% of portfolio
1,063
Q2 2025 Added 2.9%
$696M
$3.92 Million 0.0% of portfolio
300
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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