Position in CRSP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,454
+$697 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#421
of 519 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $237,135 across 9 Biotechnology names. CRSP ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
150 | $93,531 | |
| 2 | VALN |
Valneva SE
|
10,000 | $52,300 | |
| 3 | MDGL |
Madrigal Pharmaceuticals, Inc.
|
60 | $32,217 | |
| 4 | 80,574 | $15,309 | |||
| 5 | TNYA |
Tenaya Therapeutics, Inc.
|
20,000 | $14,780 | |
| 6 | CMPX |
Compass Therapeutics, Inc.
|
6,100 | $13,359 | |
| 7 | DNA |
Ginkgo Bioworks Holdings, Inc.
|
1,000 | $9,910 | |
| 8 | CRSP |
CRISPR Therapeutics AG
This page
|
100 | $5,454 |
All Filings in CRSP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,454 | 100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,757 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $6,481 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,864 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,403 | 100 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||