VSM Wealth Advisory, LLC holds a focused book of 507 stocks worth $376.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Pimco Enhcd ST M-Active Esg and trimmed Vanguard Large-Cap ETF. Their largest long position is Vanguard Large-Cap ETF at 15% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2050660/holdings"
Use Arkolith to show VSM Wealth Advisory, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning VSM Wealth Advisory, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as VSM Wealth Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $356.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $119.4B |
| UBS Group AG | 80 / 80 | $116.5B |
| LPL Financial LLC | 80 / 80 | $75.5B |
| Corient Private Wealth LLC | 80 / 80 | $25.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.7B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $16.6B |
Ranked by how many of VSM Wealth Advisory, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Large-Cap Indexfund ETF Shares ETF | $57.4M | 166.9K | 15.2% | ▼−0.3% Reduced · −436 sh | |
| 2 | Vanguard Short Term Cor BD ETF ETF | $21.9M | 277.2K | 5.8% | ▲+3.7% Added · +10K sh | |
| 3 | Vanguard Mega Cap Index Fund ETF Shares ETF | $19.1M | 69.6K | 5.1% | ▲~0% Added · +9 sh | |
| 4 | Vanguard Total Stock Market Index Fund ETF Shares ETF | $18.0M | 48.6K | 4.8% | ▲+0.8% Added · +401 sh | |
| 5 | Vanguard Small-Cap Indexfund ETF Shares ETF | $16.5M | 54.5K | 4.4% | ▼−0.9% Reduced · −486 sh | |
| 6 | Vanguard High Dividend Yield Index Fund ETF Shares ETF | $15.8M | 100.1K | 4.2% | ▼−1.2% Reduced · −1K sh | |
| 7 | Vanguard Value Index Fund ETF Shares ETF | $13.8M | 63.2K | 3.7% | ▲+4.0% Added · +2K sh | |
| 8 | Vanguard Growth Index Fund ETF Shares ETF | $13.6M | 158.4K | 3.6% | ▲+529% Added · +133K sh | |
| 9 | Vanguard Mid-Cap Index Fund ETF Shares ETF | $13.0M | 160.8K | 3.4% | ▲+290% Added · +120K sh | |
| 10 | Schwab U.S. Broad Marketetf ETF | $12.8M | 442.5K | 3.4% | ▼−1.0% Reduced · −5K sh | |
| 11 | Vanguard Ftse All-World Ex-US Index Fund ETF Shares ETF | $12.8M | 152.5K | 3.4% | ▼−1.2% Reduced · −2K sh | |
| 12 | Dimensional US Core Common Stock Market ETF ETF | $11.7M | 226.1K | 3.1% | ▲+1.8% Added · +4K sh | |
| 13 | Dimensional U.S. Common Stock Market ETF ETF | $10.1M | 123.7K | 2.7% | ▲+0.3% Added · +320 sh | |
| 14 | Vanguard Ftse Developed Markets Index Fund ETF Shares ETF | $10.0M | 140.9K | 2.7% | ▲+1.3% Added · +2K sh | |
| 15 | Schwab U.S. Large-Cap ETF ETF | $10.0M | 340.7K | 2.7% | ▲+0.7% Added · +2K sh | |
| 16 | Dimensional U.S. Core Common Stock 2 ETF ETF | $9.9M | 223.9K | 2.6% | ▲+1.9% Added · +4K sh | |
| 17 | Vanguard Extended Marketindex Fund ETF Shares ETF | $9.2M | 37.6K | 2.5% | ▼−1.9% Reduced · −743 sh | |
| 18 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund ETF | $5.1M | 50.5K | 1.4% | ▲New New position | |
| 19 | Vanguard S&P 500 ETF ETF | $4.5M | 6.5K | 1.2% | ▼−2.6% Reduced · −174 sh | |
| 20 | Schwab U.S. Aggregate Bond ETF ETF | $4.1M | 178.0K | 1.1% | ▼−0.2% Reduced · −366 sh | |
| 21 | Vanguard Ftse Emerging Markets Index Fund ETF Shares ETF | $3.9M | 64.5K | 1.0% | ▼−0.3% Reduced · −232 sh | |
| 22 | Exxon Mobil Corp COMMON STOCK | $3.2M | 23.3K | 0.8% | ▼−0.9% Reduced · −210 sh | |
| 23 | Apple Inc COMMON STOCK | $3.2M | 11.0K | 0.8% | ▼−1.1% Reduced · −123 sh | |
| 24 | Vanguard Tax-Exempt Bondindex Fund ETF Shares ETF | $3.1M | 62.1K | 0.8% | ▲+2.6% Added · +2K sh | |
| 25 | Procter & Gamble Co COMMON STOCK | $3.1M | 21.1K | 0.8% | ▲~0% Added · +10 sh | |
| 26 | Schwab U.S. Small-Cap ETF ETF | $2.4M | 67.5K | 0.6% | ▲+0.7% Added · +458 sh | |
| 27 | Vanguard Mega Cap Value Index Fund ETF Shares ETF | $2.2M | 13.5K | 0.6% | ▲+6.4% Added · +812 sh | |
| 28 | Schwab U.S. Mid-Cap ETF ETF | $2.1M | 57.5K | 0.6% | ▼−0.2% Reduced · −105 sh | |
| 29 | Microsoft Corp COMMON STOCK | $1.9M | 5.0K | 0.5% | ▼−0.4% Reduced · −19 sh | |
| 30 | Dimensional U.S. Small Cap ETF ETF | $1.7M | 20.4K | 0.4% | ▲+0.2% Added · +35 sh | |
| 31 | Pimco Active Bond Exchange-Traded Fund ETF | $1.6M | 17.2K | 0.4% | ▲+4.0% Added · +666 sh | |
| 32 | Berkshire Hathaway Class B COMMON STOCK | $1.5M | 3.0K | 0.4% | —Held | |
| 33 | Vanguard Information Technology Index Fund ETF Shares ETF | $1.5M | 12.6K | 0.4% | ▲+710% Added · +11K sh | |
| 34 | Vanguard Mega Cap Growthindex Fund ETF Shares ETF | $1.5M | 16.9K | 0.4% | ▲+394% Added · +13K sh | |
| 35 | Vanguard Small-Cap Valueindex Fund ETF Shares ETF | $1.5M | 6.1K | 0.4% | ▲+1.2% Added · +73 sh | |
| 36 | State Street SPDR S&P 500 ETF Trust ETF | $1.2M | 1.6K | 0.3% | ▲+0.1% Added · +1 sh | |
| 37 | Johnson & Johnson COMMON STOCK | $1.1M | 4.2K | 0.3% | ▼−2.9% Reduced · −128 sh | |
| 38 | Schwab U.S. Large-Cap Growth ETF ETF | $965K | 28.5K | 0.3% | ▲+7.8% Added · +2K sh | |
| 39 | Dimensional International Core Common Stock Market ETF ETF | $910K | 22.1K | 0.2% | ▲+0.2% Added · +42 sh | |
| 40 | Eli Lilly And Co COMMON STOCK | $906K | 755 | 0.2% | ▲18× Added · +712 sh | |
| 41 | Intel Corp COMMON STOCK | $883K | 6.3K | 0.2% | ▼−6.2% Reduced · −416 sh | |
| 42 | Home Depot Inc COMMON STOCK | $873K | 2.5K | 0.2% | ▼−1.3% Reduced · −32 sh | |
| 43 | JPMorgan Chase & Co COMMON STOCK | $870K | 2.7K | 0.2% | ▲+0.1% Added · +2 sh | |
| 44 | Micron Technology Inc COMMON STOCK | $818K | 709 | 0.2% | —Held | |
| 45 | Ishares Core S&P 500 ETF ETF | $766K | 1.0K | 0.2% | —Held | |
| 46 | Ibm Corp COMMON STOCK | $741K | 2.6K | 0.2% | ▼−2.5% Reduced · −68 sh | |
| 47 | Schwab U.S. Large-Cap Value ETF ETF | $732K | 21.0K | 0.2% | ▲+3.5% Added · +719 sh | |
| 48 | Advanced Micro Devices I COMMON STOCK | $726K | 1.3K | 0.2% | —Held | |
| 49 | Constellation Energy Cor COMMON STOCK | $714K | 2.9K | 0.2% | ▲~0% Added · +1 sh | |
| 50 | Vanguard Short-Term Tax-Exempt Bond ETF Shares ETF | $708K | 7.0K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.