VSM Wealth Advisory, LLCETFConcentrated trader

CIK: 0002050660 | HUNT VALLEY, MD

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	507	$376.5M	2026-07-23	SEC ↗
Q1 2026	13F-HR	505	$334.8M	2026-05-06	SEC ↗
Q4 2025	13F-HR	455	$333.0M	2026-02-06	SEC ↗
Q3 2025	13F-HR	445	$321.5M	2025-11-13	SEC ↗
Q2 2025	13F-HR	516	$302.7M	2025-08-11	SEC ↗
Q1 2025	13F-HR	497	$278.3M	2025-05-06	SEC ↗
Q4 2024	13F-HR	485	$280.3M	2025-02-11	SEC ↗