🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 774.47 -0.4% NASDAQ 100: 753.81 -0.5% Dow Jones: 534.08 -0.5%

Vsm Wealth Advisory - Q2 2026 13F Filings

VS

Vsm Wealth Advisory, LLC

CIK: 0002050660
Address: Maryland Hunt Valley 11350 Mccormick Rd Ep 1, Ste300
$376.46 M
Portfolio Value
504
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/22/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$11.47 M
2. VO Vanguard Mid-Cap Etf
+$9.63 M
3. EMNT Pimco Enhcd St M-Active Esg
+$5.09 M
4. VGT Vanguard Information Technology Etf
+$1.31 M
5. MGK Vanguard Mega Cap Growth Etf
+$1.19 M

Top Sells

Q2 2026
1. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
−$4.72 M
2. VTES Vanguard Short-Term Tax Exempt Bond Etf
−$731,114
3. LMT Lockheed Martin Corporation
−$308,223.19
4. Dfa Us Lrg Cap Val Port-Inst
−$207,511
5. VYM Vanguard High Dividend Yield Index Etf
−$199,750.66

Asset Allocation

Stocks/ETFs
+12.43%
$376.46 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Vsm Wealth Advisory Q2 2026 Filing Summary

Vsm Wealth Advisory, LLC filed its 13F report for Q2 2026 on July 22, 2026. The portfolio totaled 376.46 M reflecting a +12.43% change from the prior quarter, spanning 504 assets. The top 10 holdings comprised 53.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 30 new positions and 26 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Vsm Wealth Advisory’s Q2 2026 Filing

Vsm Wealth Advisory submitted their Form 13F-HR for the Q2 2026 period on 07/22/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Vsm Wealth Advisory reported a managed portfolio value of 376.46 M, consisting of 507 individual positions.

This page displays the raw filing documents. To see which stocks Vsm Wealth Advisory bought or sold during Q2 2026, please visit Vsm Wealth Advisory's Portfolio Analysis page.