VSM Wealth Advisory, LLC - Portfolio Stock Holdings
VSM Wealth Advisory, LLC disclosed 528 stock positions in a recent SEC 13F filing. $376,312,380 of stock holdings were filed, with the largest holdings including VV, VCSH, and MGC. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $677,516,349 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
528Est. Stock Holding Value:
$376,312,380Top Stock Holdings By Sector
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Portfolio Stock Holdings - VSM Wealth Advisory, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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