VSM Wealth Advisory, LLC

Name: VSM Wealth Advisory, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002050660 · HUNT VALLEY, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗

VSM Wealth Advisory, LLC reported 507 positions worth $376.5M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VV (15.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$376.5M

2026 Q2

Positions

507

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

53.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 507 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VV	VANGUARD LARGE-CAP INDEXFUND ETF SHARES	SH	$57.4M	15.25%	166,932	—	—
▸ 2	VCSH	VANGUARD SHORT TERM COR BD ETF	SH	$21.9M	5.82%	277,158	—	—
▸ 3	MGC	VANGUARD MEGA CAP INDEX FUND ETF SHARES	SH	$19.1M	5.06%	69,643	—	—
▸ 4	VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	SH	$18.0M	4.77%	48,563	—	—
▸ 5	VB	VANGUARD SMALL-CAP INDEXFUND ETF SHARES	SH	$16.5M	4.39%	54,504	—	—
▸ 6	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	SH	$15.8M	4.20%	100,115	—	—
▸ 7	VTV	VANGUARD VALUE INDEX FUND ETF SHARES	SH	$13.8M	3.66%	63,154	—	—
▸ 8	VUG	VANGUARD GROWTH INDEX FUND ETF SHARES	SH	$13.6M	3.62%	158,390	—	—
▸ 9	VO	VANGUARD MID-CAP INDEX FUND ETF SHARES	SH	$13.0M	3.44%	160,789	—	—
▸ 10	SCHB	SCHWAB U.S. BROAD MARKETETF	SH	$12.8M	3.40%	442,453	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does VSM Wealth Advisory, LLC hold as of Q2 2026?

VSM Wealth Advisory, LLC reported 507 positions worth $376.5M in its Q2 2026 13F filing. Largest positions: VV (15.3%), VCSH (5.8%), MGC (5.1%), VTI (4.8%) and VB (4.4%).

What did VSM Wealth Advisory, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did VSM Wealth Advisory, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.