VSM Wealth Advisory, LLC
RIA/Wealth
VSM Wealth Advisory, LLC is a RIA/Wealth based in Hunt Valley, MD led by Robert Frank Mewshaw, reporting $587.1M in AUM as of Q3 2025 with 89% ETF concentration, 56% concentrated in top 10 holdings, 16% allocation to VV, and minimal technology exposure.
PresidentRobert Frank Mewshaw
- Portfolio Value
- $318.3M
- Positions
- 426
- Top Holding
- VV at 16.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VSM Wealth Advisory, LLC's portfolio (55.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $52.0M | 16.33% | +$1.1M Bought | — 168.8K shares | |
ETF ETF | $18.5M | 5.81% | +$806.2K Bought | — 231.3K shares | |
ETF ETF | $17.4M | 5.46% | +$111.3K Bought | — 71.3K shares | |
ETF ETF | $15.6M | 4.91% | +$197.2K Bought | — 47.7K shares | |
ETF ETF | $14.4M | 4.51% | -$34.5K Sold | — 101.9K shares | |
ETF ETF | $14.0M | 4.39% | +$13.9M Bought | — 55.0K shares | |
ETF ETF | $12.3M | 3.87% | +$213.0K Bought | — 42.0K shares | |
ETF ETF | $11.8M | 3.70% | -$278.7K Sold | — 458.6K shares | |
ETF ETF | $11.0M | 3.46% | -$60.0K Sold | — 154.2K shares | |
ETF ETF | $10.7M | 3.36% | +$9.0M Bought | — 402.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VSM Wealth Advisory, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+14,375.53% | |
+8,368.57% | |
+1,000.0% | |
+771.47% | |
+520.97% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for VSM Wealth Advisory, LLC
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