• 13F History

VSM Wealth Advisory, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$280M
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 481 stock holdings with total value $280M as of Q4 2024. Top holdings included VV, VCSH, MGC, VTI, and VYM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 481 $280M $0 $0 VV, VCSH, MGC, VTI, VYM 13F-HR 2/10/2025, 05:31 PM