VSM Wealth Advisory, LLC
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 332,960
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 447 | 332,960 | 13F-HR | VSM Wealth Advisory, LLC |
| Q3 2025 | 11/13/2025 | 442 | 321,532 | 13F-HR | VSM Wealth Advisory, LLC |
| Q2 2025 | 8/11/2025 | 516 | 302,749 | 13F-HR | VSM Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.89 K | 10.8% | 0 | 1.712 K | -1.712 K |
| ETFs | 297 K | 89.2% | 13.03 K | 0 | 13.03 K |
| Other | 106 | 0.0% | 106 | 0 | 106 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
332,960
Holdings
447
QoQ value change ($000)
11,428
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.