Home › VSM Wealth Advisory, LLC

VSM Wealth Advisory, LLC 13F holdings

Filed 2026-07-23 · VSM Wealth Advisory, LLC · 507 positions · $376.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VVVANGUARD LARGE-CAP INDEXFUND ETF SHARES166.9K$57.4M15.2%
VCSHVANGUARD SHORT TERM COR BD ETF277.2K$21.9M5.8%
MGCVANGUARD MEGA CAP INDEX FUND ETF SHARES69.6K$19.1M5.1%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES48.6K$18.0M4.8%
VBVANGUARD SMALL-CAP INDEXFUND ETF SHARES54.5K$16.5M4.4%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES100.1K$15.8M4.2%
VTVVANGUARD VALUE INDEX FUND ETF SHARES63.2K$13.8M3.7%
VUGVANGUARD GROWTH INDEX FUND ETF SHARES158.4K$13.6M3.6%
VOVANGUARD MID-CAP INDEX FUND ETF SHARES160.8K$13.0M3.4%
SCHBSCHWAB U.S. BROAD MARKETETF442.5K$12.8M3.4%
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES152.5K$12.8M3.4%
DFAUDIMENSIONAL US CORE COMMON STOCK MARKET ETF226.1K$11.7M3.1%
DFUSDIMENSIONAL U.S. COMMON STOCK MARKET ETF123.7K$10.1M2.7%
VEAVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES140.9K$10.0M2.7%
SCHXSCHWAB U.S. LARGE-CAP ETF340.7K$10.0M2.7%
DFACDIMENSIONAL U.S. CORE COMMON STOCK 2 ETF223.9K$9.9M2.6%
VXFVANGUARD EXTENDED MARKETINDEX FUND ETF SHARES37.6K$9.2M2.5%
EMNTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND50.5K$5.1M1.4%
VOOVANGUARD S&P 500 ETF6.5K$4.5M1.2%
SCHZSCHWAB U.S. AGGREGATE BOND ETF178.0K$4.1M1.1%
VWOVANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES64.5K$3.9M1.0%
EXMOCEXXON MOBIL CORP23.3K$3.2M0.8%
AAPLAPPLE INC11.0K$3.2M0.8%
VTEBVANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES62.1K$3.1M0.8%
PGPROCTER & GAMBLE CO21.1K$3.1M0.8%
SCHASCHWAB U.S. SMALL-CAP ETF67.5K$2.4M0.6%
MGVVANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES13.5K$2.2M0.6%
SCHMSCHWAB U.S. MID-CAP ETF57.5K$2.1M0.6%
MSFTMICROSOFT CORP5.0K$1.9M0.5%
DFASDIMENSIONAL U.S. SMALL CAP ETF20.4K$1.7M0.4%
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND17.2K$1.6M0.4%
BRK-BBERKSHIRE HATHAWAY CLASS B3.0K$1.5M0.4%
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES12.6K$1.5M0.4%
MGKVANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES16.9K$1.5M0.4%
VBRVANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES6.1K$1.5M0.4%
SPYSTATE STREET SPDR S&P 500 ETF TRUST1.6K$1.2M0.3%
JNJJOHNSON & JOHNSON4.2K$1.1M0.3%
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF28.5K$965,4880.3%
DFAIDIMENSIONAL INTERNATIONAL CORE COMMON STOCK MARKET ETF22.1K$910,3310.2%
LLYELI LILLY AND CO755$905,5660.2%
INTCINTEL CORP6.3K$883,1650.2%
HDHOME DEPOT INC2.5K$872,6760.2%
JPMJPMORGAN CHASE & CO2.7K$869,9550.2%
MUMICRON TECHNOLOGY INC709$818,4230.2%
IVVISHARES CORE S&P 500 ETF1.0K$766,1140.2%
IBMIBM CORP2.6K$741,0090.2%
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF21.0K$732,2930.2%
AMDADVANCED MICRO DEVICES I1.2K$726,1380.2%
CEGCONSTELLATION ENERGY COR2.9K$714,4440.2%
VSDMVANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES7.0K$708,0180.2%
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.4K$643,0050.2%
GLDSPDR GOLD SHARES1.7K$642,0860.2%
SCHFSCHWAB INTERNATIONAL COMMON STOCK ETF22.5K$623,3730.2%
ESGVVANGUARD ESG U.S. STOCK ETF4.6K$605,5080.2%
DXDYNEX CAP INC REIT46.2K$605,2760.2%
BSVVANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES7.8K$603,9740.2%
WFCWELLS FARGO & CO7.1K$587,6530.2%
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES2.4K$567,0570.2%
VTVANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES3.6K$564,4360.1%
VNQVANGUARD REAL ESTATE INDEX FUND ETF SHARES5.7K$549,6630.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}