VSM Wealth Advisory, LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$333.0B

Holdings

447

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (447 positions)

StockValue
IBITISHARES BITCOIN ETF
$48.0M
TSEMTOWER SEMICONDUCTOR LT F
$46.0M
RTXRTX CORP
$46.0M
ACWVISHARES MSCI GLOBAL MIN VOL FCT ETF
$46.0M
VTIPVANGUARD SHRT INF PROT SEC INDEX ETF
$46.0M
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
$46.0M
ORRFORRSTOWN FINL SVCS INC
$45.0M
PLTRPALANTIR TECHNOLOGIES INCLASS CLASS A
$45.0M
LUVSOUTHWEST AIRLS CO
$44.0M
BDXBECTON DICKINSON & CO
$44.0M
CITCINTAS CORP
$41.0M
ETRENTERGY CORP NEW
$41.0M
CVSCVS HEALTH CORP
$41.0M
IVOOVANGUARD S&P MID CAP 400ETF
$41.0M
WSFSWSFS FINL CORP
$41.0M
AWMSKYWORKS SOLUTIONS INC
$40.0M
TEAMATLASSIAN CORP CLASS A
$40.0M
VDCVANGUARD CONSUMER STAPLES ETF
$39.0M
TMOTHERMO FISHER SCIENTIFIC
$39.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$38.0M
IBBISHARES BIOTECHNOLOGY ETF
$38.0M
INTUINTUIT
$37.0M
GBDCGOLUB CAP BDC INC
$37.0M
MPLXMPLX LP LP
$37.0M
SPYVST STRT SPDR PRTFL S&P 500 VL ETF IV
$37.0M
FFORD MTR CO DEL
$37.0M
UNPUNION PAC CORP
$36.0M
OKEONEOK INC NEW
$36.0M
SYKSTRYKER CORP
$35.0M
HNMORMAT TECHNOLOGIES INC
$34.0M
CRKCOMSTOCK RES INC
$34.0M
PSIINVESCO SEMICONDUCTORS ETF
$33.0M
HLTHILTON WORLDWIDE HLDGS I
$33.0M
EAGGISHARES ESG AWARE US AGGRGT BND ETF
$33.0M
TCPCBLACKROCK TCP CAP CORP
$31.0M
GEGE AEROSPACE
$30.0M
DDOMINION ENERGY INC
$29.0M
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$29.0M
USMVISHARES MSCI USA MIN VOLFCTR ETF
$28.0M
WTRGESSENTIAL UTILS INC
$27.0M
SOXXISHARES SEMICONDUCTOR ETF
$27.0M
ALSALLSTATE CORP
$27.0M
SPYMSTATE STREET SPDR PORTFLS&P 500 ETF
$27.0M
CTRACOTERRA ENERGY INC
$26.0M
DYNFISHS US EQTY FACTR ROTATN ACT ETF
$25.0M
EFAISHARES MSCI EAFE ETF
$25.0M
MTBM&T BK CORP
$25.0M
QSQUANTUMSCAPE CORP CLASS CLASS A
$24.0M
PEGPUBLIC SVC ENTERPRISE GR
$24.0M
IYHISHARES US HEALTHCARE ETF
$24.0M
OXYOCCIDENTAL PETE CORP
$23.0M
METAMETA PLATFORMS INC CLASS A
$23.0M
UNHUNITEDHEALTH GROUP INC
$23.0M
GISGENERAL MILLS INC
$23.0M
EIS*ISHARES MSCI ISRAEL ETF
$22.0M
VEEVVEEVA SYS INC CLASS CLASS A
$22.0M
GBTCGRAYSCALE BITCOIN TRUST ETF
$22.0M
ACLSAXCELIS TECHNOLOGIES INC
$22.0M
ROPROPER TECHNOLOGIES INC
$22.0M
DOCSDOXIMITY INC CLASS A
$22.0M
AMATAPPLIED MATLS INC
$22.0M
SPEMSPDR INDEX SHARES EMERG MARKT ETF
$22.0M
AZOAUTOZONE INC
$20.0M
PKNREVVITY INC
$20.0M
IXUSISHARES CORE MSCI TOTL INTL STCK ETF
$20.0M
DUSADAVIS SELECT US EQUITY ETF
$19.0M
MARMARRIOTT INTL INC NEW CLASS CLASS A
$19.0M
NINISOURCE INC
$19.0M
BABOEING CO
$19.0M
IJHISHARES CORE S&P MID CAPETF
$19.0M
CTVACORTEVA INC
$18.0M
CRWDCROWDSTRIKE HLDGS INC CLASS A
$18.0M
BMY 2 PERPBRISTOL-MYERS SQU 4pcnt PFDCONV
$18.0M
IUSVISHARES CORE S&P US VALUE ETF
$17.0M
FTGSFIRST TRUST GROWTH STRENGTH ETF
$17.0M
BLKBLACKROCK INC NEW
$17.0M
FICSFIRST TRUST INTL DELP CAPTL SGTH ETF
$16.0M
GEVGE VERNOVA INC
$16.0M
BIIBBIOGEN INC
$16.0M
RDVYFT RISING DIVIDEND ACHIEVERS ETF
$16.0M
VRTVERTIV HLDGS CO CLASS CLASS A
$16.0M
OBDCBLUE OWL CAP CORP
$16.0M
VLOVALERO ENERGY CORP NEW
$16.0M
SNOWSNOWFLAKE INC CLASS CLASS A
$16.0M
CMPXCOMPASS THERAPEUTICS INC
$16.0M
RFGINVSC S P MIDCAP 400 PURE GROWTH ETF
$15.0M
DEODIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
$15.0M
BCCCGLOBAL X US INFRA DVLPMNT ETF
$15.0M
RIVNRIVIAN AUTOMOTIVE INC CLASS CLASS A
$15.0M
VOTVANGUARD MID CAP GROWTH ETF
$15.0M
NBYBNORTHWEST BIOTHERAPEUTIC
$15.0M
MPCMARATHON PETE CORP
$14.0M
VGHYVANGUARD HIGH YIELD ACTIVE ETF
$14.0M
SHWSHERWIN-WILLIAMS CO
$14.0M
IAU*ISHARES GOLD ETF
$14.0M
IJKISHARES S&P MID CAP 400 GRWTH ETF
$14.0M
PANWPALO ALTO NETWORKS INC
$14.0M
UPSUNITED PARCEL SVC INC CLASS CLASS B
$14.0M
AVGOBROADCOM INC
$13.0M
PSTGPURE STORAGE INC CLASS CLASS A
$13.0M
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