VSM Wealth Advisory, LLC
•CIK: 2050660•Filing: Q4 2025
**VSM Wealth Advisory, LLC** manages $333M across a diversified portfolio of 441 positions. The strategy exhibits significant concentration in core equity holdings, notably allocating $52.0M to VV and $20.7M to VCSH. Further substantial allocations include $17.5M in MGC, alongside major positions in broad market ETFs such as VTI ($15.8M) and VYM ($14.5M). This structure suggests a disciplined, large-cap equity focus across multiple asset classes.
Total AUM
$332.9M
QoQ Performance
+3.5%
Positions
441
Top 10 Concentration
54.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
VCSH
MGC
VV15.6%
VCSH6.2%
MGC5.2%
VTI4.8%
VYM4.4%
VB4.2%
VO3.6%
SCHB3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.0%
Technology2.5%
ETF1.9%
Financial1.3%
Consumer0.9%
Energy0.9%
Healthcare0.8%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+244 more exited positions
Changes from Q3 2025
NEW10 new positions
↑81 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024