VSM Wealth Advisory, LLC

Q1 2026 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
505
Total value ($000)
$334,835
Net value change ($000)
+1,875 (0.6%)
New positions
80
Sold out positions
22
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTV 1,400 13.3%
XOM 1,120 39.0%
LMT 655 606.5%
VB 502 3.6%
VCSH 500 2.4%
VYM 484 3.3%
ETN 416 NEW
VEA 381 4.5%
MCHP 366 6100.0%
SAN 357 NEW
Top Reduces (Value $000, Stocks/ETFs)
VV -2,020 -3.9%
MSFT -1,251 -40.3%
MGC -1,008 -5.8%
LLY -887 -98.3%
SCHB -601 -5.1%
VTI -383 -2.4%
MCD -345 -94.5%
SCHX -342 -3.8%
IVV -231 -25.7%
VOO -216 -5.1%
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