Vsm Wealth Advisory, LLC filed its 13F report for Q4 2025 on February 05, 2026. The portfolio totaled 332.96 M reflecting a +3.55% change from the prior quarter, spanning 447 assets. The top 10 holdings comprised 54.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 56 new positions and 39 complete exits.
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Vsm Wealth Advisory submitted their Form 13F-HR for the Q4 2025 period on 02/05/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Vsm Wealth Advisory reported a managed portfolio value of 332.96 M, consisting of 455 individual positions.
This page displays the raw filing documents. To see which stocks Vsm Wealth Advisory bought or sold during Q4 2025, please visit Vsm Wealth Advisory's Portfolio Analysis page.