Long-term investor
Vsm Wealth Advisory, LLC @vsmwealthadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002050660).
Record
- Tracked since 2025-06-30 (434 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months +9.4% · 1 year +16.6% · all +16.6%
- Max drawdown -2.0% · Sharpe 0.93 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 15.2% · long · since 2025-06-30
- VCSH · 5.8% · long · since 2025-06-30
- MGC · 5.1% · long · since 2025-06-30
- VTI · 4.8% · long · since 2025-06-30
- VB · 4.4% · long · since 2025-06-30
- VYM · 4.2% · long · since 2025-06-30
- VTV · 3.7% · long · since 2025-06-30
- VUG · 3.6% · long · since 2025-06-30
- VO · 3.4% · long · since 2025-06-30
- SCHB · 3.4% · long · since 2025-06-30
- VEU · 3.4% · long · since 2025-06-30
- DFAU · 3.1% · long · since 2025-06-30