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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$170 Million 0.05% of portfolio
1,533
Q3 2025 Added 0.13%
$0
$145 Million 0.05% of portfolio
241
Q2 2025 Added 0.42%
$0
$113 Million 0.04% of portfolio
380
Q3 2025 Reduced 99.3%
$0
$139 Million 0.04% of portfolio
2,415
Q3 2025 Added 18.21%
$0
$115 Million 0.04% of portfolio
4,553
Q3 2025 Added 16.21%
$0
$110 Million 0.03% of portfolio
835
Q3 2025 Added 0.24%
$0
$105 Million 0.03% of portfolio
836
Q3 2025 Added 0.12%
$0
$99.7 Million 0.03% of portfolio
1,936
Q3 2025 Added 0.26%
$0
$109 Million 0.03% of portfolio
558
Q1 2025 Reduced 2.45%
$0
$86.2 Million 0.03% of portfolio
184
Q4 2024 New
$0
$93.2 Million 0.03% of portfolio
214
Q3 2025 Added 7.54%
$0
$94.1 Million 0.03% of portfolio
1,501
Q3 2025 Added 0.54%
$0
$80.6 Million 0.03% of portfolio
771
Q3 2025 Added 47.42%
$0
$95.6 Million 0.03% of portfolio
339
Q3 2025 Reduced 5.31%
$0
$84.4 Million 0.03% of portfolio
1,972
Q2 2025 Added 35.91%
$0
$86.1 Million 0.03% of portfolio
2,704
Q4 2024 New
$0
$56.9 Million 0.02% of portfolio
235
Q4 2024 New
$0
$61.3 Million 0.02% of portfolio
594
Q2 2025 Added 0.17%
$0
$56.3 Million 0.02% of portfolio
474
Q2 2025 Reduced 6.51%
$0
$79.3 Million 0.02% of portfolio
1,760
Q3 2025 Added 0.34%
$0
$75.7 Million 0.02% of portfolio
3,033
Q3 2025 Reduced 39.25%
$0
$69.3 Million 0.02% of portfolio
495
Q4 2024 New
$0
$61.4 Million 0.02% of portfolio
237
Q3 2025 Added 0.42%
$0
$49.3 Million 0.02% of portfolio
974
Q3 2025 Added 0.93%
$0
$72.5 Million 0.02% of portfolio
510
Q3 2025 Added 0.79%
$0
$60.5 Million 0.02% of portfolio
600
Q4 2024 New
$0
$76.3 Million 0.02% of portfolio
1,297
Q2 2025 Reduced 99.39%
$0
$65.9 Million 0.02% of portfolio
1,744
Q3 2025 Added 74.4%
$0
$40.1 Million 0.01% of portfolio
188
Q3 2025 Added 0.53%
$0
$26.1 Million 0.01% of portfolio
66
Q4 2024 New
$0
$27.3 Million 0.01% of portfolio
92
Q4 2024 New
$0
$21.9 Million 0.01% of portfolio
107
Q4 2024 New
$0
$32.3 Million 0.01% of portfolio
172
Q4 2024 New
$0
$22.3 Million 0.01% of portfolio
477
Q2 2025 Added 64.48%
$0
$27.1 Million 0.01% of portfolio
346
Q4 2024 New
$0
$36.4 Million 0.01% of portfolio
658
Q3 2025 Added 0.46%
$0
$24.4 Million 0.01% of portfolio
90
Q4 2024 New
$0
$22.3 Million 0.01% of portfolio
380
Q4 2024 New
$0
$37.7 Million 0.01% of portfolio
185
Q4 2024 New
$0
$33.6 Million 0.01% of portfolio
589
Q3 2025 Added 84.06%
$0
$32.9 Million 0.01% of portfolio
228
Q4 2024 New
$0
$34.7 Million 0.01% of portfolio
420
Q3 2025 Added 71.43%
$0
$18.9 Million 0.01% of portfolio
290
Q4 2024 New
$0
$17.4 Million 0.01% of portfolio
174
Q4 2024 New
$0
$24.6 Million 0.01% of portfolio
263
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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