VSM Wealth Advisory, LLC

Position in LUV — Southwest Airlines Co

CIK 2050660 HUNT VALLEY, MD

Position in LUV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$55,327

+$15,090 QoQ

Shares Held

1,076

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#688

of 924 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

VSM Wealth Advisory, LLC holds $75,574 across 3 Airlines names. LUV ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	1,076	$55,327
2	DAL	Delta Air Lines, Inc.	155	$14,517
3	JBLU	Jetblue Airways Corp	1,000	$5,730

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,327	1,076	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$40,237	1,071	+0.4%	Shares	Sole	2026-05-06
2025-12-31	$44,099	1,067	0.0%	Shares	Sole	2026-02-06
2025-09-30	$34,047	1,067	+1.0%	Shares	Sole	2025-11-13
2025-06-30	$34,256	1,056	-15.5%	Shares	Sole	2025-08-11
2025-03-31	$41,975	1,250	+0.5%	Shares	Sole	2025-05-06
2024-12-31	$41,823	1,244	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.