Vsm Wealth Advisory, LLC filed its 13F report for Q1 2026 on May 06, 2026. The portfolio totaled 334.83 M reflecting a +0.56% change from the prior quarter, spanning 500 assets. The top 10 holdings comprised 53.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 82 new positions and 19 complete exits.
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Vsm Wealth Advisory submitted their Form 13F-HR for the Q1 2026 period on 05/06/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Vsm Wealth Advisory reported a managed portfolio value of 334.83 M, consisting of 505 individual positions.
This page displays the raw filing documents. To see which stocks Vsm Wealth Advisory bought or sold during Q1 2026, please visit Vsm Wealth Advisory's Portfolio Analysis page.