13F Filings History of VSM Wealth Advisory, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$332,632,431
Signature - Title
Robert Mewshaw - Chief Compliance Officer
Location
Hunt Valley, MD
Summary
This page shows a list of all the recent 13F filings made by VSM Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VSM Wealth Advisory, LLC reported 441 stock holdings with total value $332,632,431 as of Q4 2025. Top holdings included VV, VCSH, MGC, VTI, and VYM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 441 $332,632,431 +$47,183,195 -$37,960,415 +$9,222,780 VV, VCSH, MGC, VTI, VYM 13F-HR 05 Feb 2026, 17:48
Q3 2025 440 $321,184,282 +$46,088,200 -$50,875,076 -$4,786,876 VV, VGSH, MGC, VTI, VYM 13F-HR 12 Nov 2025, 20:47
Q2 2025 511 $295,148,503 +$54,902,792 -$46,344,438 +$8,558,354 VV, VGSH, MGC, VTI, VYM 13F-HR 11 Aug 2025, 16:23
Q1 2025 493 $278,258,033 +$10,014,547 -$4,559,067 +$5,455,480 VV, VCSH, MGC, VYM, VTI 13F-HR 05 May 2025, 17:38
Q4 2024 481 $280,032,885 $0 $0 $0 VV, VCSH, MGC, VTI, VYM 13F-HR 10 Feb 2025, 17:31