VSM Wealth Advisory, LLC

Q3 2025 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
442
Total value ($000)
$321,532
Net value change ($000)
+18,783 (6.2%)
New positions
3
Sold out positions
77
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VB 13,882 13221.0%
SCHA 9,062 552.9%
DFUS 8,557 17114.0%
VV 4,820 10.2%
SCHV 4,108 615.9%
GRIFX 2,918 NEW
VUG 2,351 28.7%
VTV 2,124 26.7%
DFAU 2,091 27.5%
MGC 1,469 9.2%
Top Reduces (Value $000, Stocks/ETFs)
VBK -12,675 -99.1%
DFUV -8,602 -100.0%
SCHG -7,366 -90.7%
SCHZ -4,120 -100.0%
AAPL -2,332 -99.2%
SCHM -1,710 -100.0%
LLY -639 -47.2%
USFR -596 -100.0%
SCHX -494 -100.0%
PG -436 -11.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type