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CIK: 0002107625
Total reported value
$140.2M
$140.2M
77 檔
36.7%
According to the latest 13F quarterly dataset, Vigil Wealth Management, LLC managed an equity portfolio of $140.2M at the end of Q4 2025, spanning 77 distinct U.S. exchange-listed positions.
During Q4 2025, Vigil Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | ETF-Other | 9.79% | +0.46% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.72% | +0.35% | — | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 9.69% | +0.38% | — | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 7.04% | +0.14% | — | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 6.52% | -0.22% | — | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 4.86% | +0.43% | — | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.49% | -0.71% | — | |
| 8 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.02% | -0.74% | — | |
| 9 | CGCB | Cap Group Core Bond | ETF-Other | 3.91% | -0.65% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | — | — | |
| 11 | TPR | Tapestry Inc | Stock-Consumer Disc | 2.19% | -0.20% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.09% | +0.17% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.01% | — | |
| 14 | NUGO | Nuveen Growth Opportunities | ETF-Other | 1.79% | +0.09% | — | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.57% | -0.20% | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.54% | +0.01% | — | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.53% | — | — | |
| 18 | VTR | Ventas Inc | Stock-Real Estate | 1.29% | -0.05% | — | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 1.21% | -0.10% | — | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 1.17% | -0.05% | — | |
| 21 | MS | Morgan Stanley | Stock-Financials | 0.91% | +0.10% | — | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.91% | -0.02% | — | |
| 23 | VET | Vermilion Energy Inc | Stock-Other | 0.90% | — | — | |
| 24 | CNQ | Canadian Natural Resources | Stock-Energy | 0.84% | -0.33% | — | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.34% | — | |
| 26 | ENB | Enbridge Inc | Stock-Energy | 0.78% | -0.10% | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.05% | — | |
| 28 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.61% | +0.17% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.28% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | — | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.47% | -0.09% | — | |
| 32 | FVD | First Trust Value Line Dvd | ETF-Other | 0.46% | -0.06% | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.08% | — | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.39% | +0.01% | — | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | — | |
| 36 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.37% | -0.02% | — | |
| 37 | CGXU | Cap Group Intl Focus | ETF-Other | 0.37% | +0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | — | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.09% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.15% | — | |
| 41 | FXL | First Trust Technology Alpha | ETF-Tech | 0.35% | +0.07% | — | |
| 42 | GM | General Motors Co | Stock-Consumer Disc | 0.35% | -0.02% | — | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.35% | -0.04% | — | |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.32% | -0.03% | — | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.32% | -0.02% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.11% | — | |
| 47 | Q | Qnity Electronics Inc | Stock-Tech | 0.31% | — | — | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.31% | -0.02% | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | -0.05% | — | |
| 50 | CGGO | Cap Group Global Growth | ETF-Other | 0.29% | +0.02% | — |
According to official SEC Form 13F filings, Vigil Wealth Management, LLC reported a total U.S. public equity portfolio value of $140.2M across 77 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGDV, DFAC, CGUS) accounted for 36.7% of total reported equity market value during Q4 2025.
During Q4 2025, Vigil Wealth Management, LLC's top holdings by market value included CGDV (9.8%)、DFAC (9.7%)、CGUS (9.7%). The largest single position, CGDV, represented 9.8% of total portfolio value.
In Q4 2025, Vigil Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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