Vsm Wealth Advisory, LLC Top Holdings and 13F Report (2025) About Vsm Wealth Advisory, LLCInvestment ActivityVsm Wealth Advisory, LLC has $280.32 million in total holdings as of December 31, 2024.Vsm Wealth Advisory, LLC owns shares of 485 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Large-Cap ETF $45,587,214Vanguard Short-Term Corporate Bond ETF $15,278,414Vanguard Mega Cap ETF $15,010,037Vanguard Total Stock Market ETF $13,299,759Vanguard High Dividend Yield ETF $12,920,857 Sector AllocationMap of 500 Largest Holdings ofVsm Wealth Advisory, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$45,587,214169,02916.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$15,278,414195,8525.5%ETFMGCVanguard Mega Cap ETF$15,010,03770,5825.4%ETFVTIVanguard Total Stock Market ETF$13,299,75945,8914.7%ETFVYMVanguard High Dividend Yield ETF$12,920,857101,2694.6%ETFVBVanguard Small-Cap ETF$12,843,56353,4524.6%ETFVOVanguard Mid-Cap ETF$11,713,39944,3474.2%ETFSCHBSchwab US Broad Market ETF$10,904,442480,3723.9%ETFVEUVanguard FTSE All-World ex-US ETF$8,966,262156,1793.2%ETFSCHXSchwab US Large-Cap ETF$8,542,742368,5393.0%ETFVXFVanguard Extended Market ETF$8,532,09844,9113.0%ETFDFAUDimensional US Core Equity Market ETF$7,532,757186,0402.7%ETFDFUSDimensional U.S. Equity ETF$6,649,931104,3132.4%ETFVEAVanguard FTSE Developed Markets ETF$6,109,563127,7622.2%ETFDFACDimensional U.S. Core Equity 2 ETF$5,800,639167,6972.1%ETFVTVVanguard Value ETF$5,516,62532,5852.0%ETFVUGVanguard Growth ETF$4,849,84711,8161.7%ETFVTEBVanguard Tax-Exempt Bond ETF$4,202,28683,8281.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,003,326176,3581.4%ETFPGProcter & Gamble$3,885,19323,1741.4%Consumer StaplesVOOVanguard S&P 500 ETF$3,361,0386,2381.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,346,24933,3491.2%ETFVWOVanguard FTSE Emerging Markets ETF$2,828,86764,2341.0%ETFAAPLApple$2,818,20111,2541.0%Computer and TechnologyMSFTMicrosoft$2,741,9106,5051.0%Computer and TechnologyXOMExxon Mobil$2,665,54924,7801.0%Oils/EnergySCHMSchwab U.S. Mid-Cap ETF$2,221,85480,1820.8%ETFSCHASchwab US Small-Cap ETF$1,822,78470,4870.7%ETFVNQVanguard Real Estate ETF$1,546,84017,3650.6%ETFDFASDimensional U.S. Small Cap ETF$1,420,48121,8270.5%ETFBRK.BBerkshire Hathaway$1,419,2203,1310.5%FinanceLLYEli Lilly and Company$1,356,6041,7570.5%MedicalPIMCO ACTIVE BOND ETF$1,114,93912,3310.4%ETFVBRVanguard Small-Cap Value ETF$1,058,9855,3440.4%ETFHDHome Depot$995,7412,5600.4%Retail/WholesaleMGVVanguard Mega Cap Value ETF$993,5347,9540.4%ETFSPYSPDR S&P 500 ETF Trust$944,9051,6120.3%FinanceIVViShares Core S&P 500 ETF$816,4991,3870.3%ETFVGTVanguard Information Technology ETF$783,3001,2600.3%ETFJNJJohnson & Johnson$766,9225,3030.3%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$754,83831,3730.3%ETFJPMJPMorgan Chase & Co.$739,9513,0870.3%FinanceMKCMcCormick & Company, Incorporated$737,4909,6730.3%Consumer StaplesDFAIDimensional International Core Equity Market ETF$717,21524,5620.3%ETFESGVVanguard ESG US Stock ETF$625,0705,9590.2%ETFCEGConstellation Energy$603,0332,6960.2%Oils/EnergySCHFSchwab International Equity ETF$581,91031,4550.2%ETFVIGVanguard Dividend Appreciation ETF$526,3152,6880.2%ETFCATCaterpillar$508,1361,4010.2%Industrial ProductsVTVanguard Total World Stock ETF$481,7174,1000.2%ETFSCHHSchwab U.S. REIT ETF$464,39422,0510.2%ETFBSVVanguard Short-Term Bond ETF$463,5715,9990.2%ETFTSLATesla$455,1281,1270.2%Auto/Tires/TrucksIVEiShares S&P 500 Value ETF$453,9132,3780.2%ETFWMWaste Management$447,0422,2150.2%Business ServicesWFCWells Fargo & Company$429,0266,1080.2%FinanceGLDSPDR Gold Shares$419,3691,7320.1%FinanceAON PLC FCLASS A$414,8301,1550.1%StockWMTWalmart$413,0414,5720.1%Retail/WholesaleDUKDuke Energy$387,5413,5970.1%UtilitiesETNEaton$385,6331,1620.1%Industrial ProductsAMZNAmazon.com$383,7131,7490.1%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$351,9951,0250.1%ETFMCDMcDonald's$347,5291,1990.1%Retail/WholesaleIBMInternational Business Machines$338,1311,5380.1%Computer and TechnologyKOCoca-Cola$336,4535,4040.1%Consumer StaplesCSXCSX$335,35010,3920.1%TransportationVTESVanguard Short-Term Tax-Exempt Bond ETF$316,7343,1590.1%ETFDXDynex Capital$301,27223,8160.1%FinanceSOSouthern$292,0073,5470.1%UtilitiesVOOVVanguard S&P 500 Value ETF$289,3121,5680.1%ETFNVDANVIDIA$286,9252,1370.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$281,32110,5640.1%ETFEXCExelon$276,8387,3550.1%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$268,4142,1480.1%ETFJEFJefferies Financial Group$268,1283,4200.1%FinanceCVXChevron$253,6241,7510.1%Oils/EnergyDIMENSNL ULTRASHRT FIXEDINCM ETF$249,7634,9370.1%ETFDISWalt Disney$241,0462,1650.1%Consumer DiscretionaryHONEYWELL INTL INC$237,1851,0500.1%StockVOEVanguard Mid-Cap Value ETF$227,6811,4070.1%ETFBNDVanguard Total Bond Market ETF$226,4253,1490.1%ETFDFAEDimensional Emerging Core Equity Market ETF$225,0798,8720.1%ETFIVWiShares S&P 500 Growth ETF$222,1482,1880.1%ETFTFCTruist Financial$213,8634,9300.1%FinanceEDConsolidated Edison$210,0472,3540.1%UtilitiesAEPAmerican Electric Power$203,0492,2020.1%UtilitiesVZVerizon Communications$187,2804,6830.1%Computer and TechnologyVPUVanguard Utilities ETF$186,4621,1410.1%ETFIUSGiShares Core S&P U.S. Growth ETF$184,9171,3270.1%ManufacturingVBKVanguard Small-Cap Growth ETF$183,5516550.1%ETFROKRockwell Automation$178,1146230.1%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$174,5045,8110.1%ETFTPLTexas Pacific Land$172,5301560.1%Oils/EnergyABBVAbbVie$171,5729660.1%MedicalSANBanco Santander$166,93236,6080.1%FinanceIJSiShares S&P Small-Cap 600 Value ETF$165,8341,5270.1%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$165,4627,1090.1%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$164,6747,1380.1%ETFIWViShares Russell 3000 ETF$162,7804870.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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