Vigilare Wealth Management 13F Filings (Q2 2026) — Charts, AI Insights & Developer API

Name: Vigilare Wealth Management — 13F Holdings, 2026-06-30
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730889

Diversified strategyQuality / disciplined sizing

Total reported value

$326.2M

Reporting period: 2026-06-30 · Number of holdings: 123

Vigilare Wealth Management disclosed 123 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $326.2M and a quarterly turnover rate of 43.2%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "V"

Personality snowflake

Concentration: 27.26
Portfolio Stability: 43.24
Momentum/Contrarian: 45.07
Sector conviction: 45.22
Diversification: 100
Sizing Uniformity: 72.72

Vigilare Wealth Management's disclosed holdings carry a Herfindahl concentration index of 0.068 — mathematically equivalent to about 15 equally-sized positions, well below its 123 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.73), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 24% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/vigilare-wealth-management

Recent moves

View source Form 13F filing on SEC.gov

Trim SGOV
-19.1%　-$17.2M
New buy PYLD
Add VIG
+167.5%　$10.8M
Trim USFR
-62.0%　-$7.3M
Trim BIL
-24.1%　-$5.8M
New buy SCHD

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	22.24%	-8.08%	-19.14%
2	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	5.62%	-2.55%	-24.09%
3	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	5.39%	+0.08%	-6.69%
4	VIG	Vanguard Dividend Apprec ETF	ETF-Other	5.03%	+3.14%	+167.49%
5	PYLD	Pimco Multisector Bond Actv	ETF-Other	3.87%	+3.87%	NEW
6	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.47%	-0.79%	-23.05%
7	VNLA	Janus Henderson Short Durati	ETF-Other	3.30%	+1.07%	+62.91%
8	AAPL	Apple INC	Stock-Tech	3.00%	+0.11%	+0.36%
9	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	2.63%	+1.76%	+225.23%
10	JPIE	Jpmorgan Income ETF	ETF-Other	2.60%	+1.31%	+122.80%
11	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	2.44%	+1.81%	+286.55%
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.00%	+0.14%	-4.96%
13	AMZN	Amazon.com INC	Stock-Consumer Disc	1.92%	-0.06%	-6.35%
14	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.92%	+1.92%	NEW
15	USFR	Wisdomtree Floating Rate Tre	ETF-Other	1.38%	-2.61%	-62.00%
16	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.29%	-0.41%	-15.33%
17	GEV	GE Vernova INC	Stock-Industrials	1.26%	+0.16%	-6.50%
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.16%	+0.97%	+449.47%
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.09%	-1.49%	-59.48%
20	NVDA	Nvidia CORP	Stock-Tech	1.08%	+0.04%	-0.46%
21	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.07%	+0.19%	+18.33%
22	TSLA	Tesla INC	Stock-Consumer Disc	1.01%	—	-2.53%
23	VNQ	Vanguard Real Estate ETF	ETF-Other	1.00%	+1.00%	NEW
24	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.99%	+0.99%	NEW
25	GLD	Spdr Gold Shares	ETF-Commodities	0.93%	-0.81%	-31.21%
26	VONE	Vanguard Russell 1000	ETF-Other	0.91%	+0.21%	+24.45%
27	MSFT	Microsoft CORP	Stock-Tech	0.86%	—	+0.72%
28	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.80%	+0.13%	+4.10%
29	WMT	Walmart INC	Stock-Consumer Staples	0.73%	—	-0.26%
30	FNF	Fidelity National Financial	Stock-Financials	0.73%	—	—
31	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.70%	—	+0.33%
32	JPM	Jpmorgan Chase & Co	Stock-Financials	0.69%	—	+0.66%
33	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.67%	+0.15%	+22.77%
34	BND	Vanguard Total Bond Market	ETF-Other	0.54%	—	-3.95%
35	LLY	Eli Lilly & Co	Stock-Healthcare	0.50%	+0.08%	+1.56%
36	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.50%	-0.93%	-73.27%
37	GS	Goldman Sachs Group INC	Stock-Financials	0.50%	—	+5.54%
38	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.49%	—	-17.41%
39	JNJ	Johnson & Johnson	Stock-Healthcare	0.49%	—	+4.55%
40	RTX	Rtx CORP	Stock-Industrials	0.47%	—	-13.07%
41	HACK	Amplify Cybersecurity ETF	ETF-Other	0.44%	+0.18%	+36.96%
42	V	Visa Inc-class A Shares	Stock-Financials	0.44%	—	-4.53%
43	HD	Home Depot INC	Stock-Consumer Disc	0.40%	—	-0.98%
44	GE	General Electric	Stock-Industrials	0.39%	+0.13%	+24.18%
45	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.33%	—	-8.86%
46	MRK	Merck & Co. INC.	Stock-Healthcare	0.29%	+0.22%	+307.11%
47	KRE	Ss Spdr S&p Regional Bank	ETF-Other	0.28%	+0.28%	NEW
48	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.27%	—	+0.95%
49	CAT	Caterpillar INC	Stock-Industrials	0.27%	—	+1.23%
50	VB	Vanguard Small-cap ETF	ETF-Other	0.26%	+0.10%	+55.78%

1–50 of 123

Portfolio Performance

Performance for Q3 2026

+1.7%

Performance Last 4 Quarters

+19%

Based on 58% of reported portfolio value with available pricing

Stdev: +7.6%
Beta: +0.56
Alpha: +3.7%
Max Drawdown: -4.3%
Annualized Perf: +15.7%
Batting Avg vs S&P: +48.5%
Sortino: +4.15
Stutzer: +0.56
Treynor: +0.27
Sterling: +1.21
Calmar: +3.63
Information Ratio: -0.83
Tracking Error: +6.3%
Stdev Down: +3.6%
Winning Months %: +72.7%
Losing Months %: +27.3%
Best 12 Months: +25.4%
Worst 12 Months: +12.6%
Efficiency Ratio: +0.72
Sharpe: +1.97
Stdev Sectors: +7.1%
Skewness: -0.29
Kurtosis: +0.45
Upside Potential: +5.55

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q2	123	$326.2M	43	1SGOV 2BIL 3SPHQ Top holdings2026 Q2 1.SGOV 2.BIL 3.SPHQ 4.VIG 5.PYLD 6.DYNF 7.VNLA 8.AAPL 9.SPLV 10.JPIE
2026 Q1	109	$296.0M	92	1SGOV 2BIL 3SPHQ Top holdings2026 Q1 1.SGOV 2.BIL 3.SPHQ 4.DYNF 5.USFR 6.AAPL 7.SPY 8.VNLA 9.AMZN 10.VIG
2025 Q4	116	$297.3M	55	1PYLD 2JPIE 3GLD Top holdings2025 Q4 1.PYLD 2.JPIE 3.GLD 4.SGOV 5.SPY 6.RSP 7.DYNF 8.VNLA 9.AAPL 10.SPHQ
2025 Q3	120	$288.6M	100	1PYLD 2GLD 3VB Top holdings2025 Q3 1.PYLD 2.GLD 3.VB 4.SPMO 5.SGOV 6.IBIT 7.IEFA 8.DYNF 9.SPHQ 10.AAPL
2025 Q2	119	$266.7M	0	1SGOV 2GLD 3SPMO Top holdings2025 Q2 1.SGOV 2.GLD 3.SPMO 4.STIP 5.SHY 6.SPHQ 7.VB 8.USFR 9.IEFA 10.IWV
2025 Q1	102	$250.4M	0	1SGOV 2SPYM 3SPLV Top holdings2025 Q1 1.SGOV 2.SPYM 3.SPLV 4.SPHQ 5.GLD 6.VIG 7.AAPL 8.QQQ 9.SHY 10.SPMO
2024 Q4	90	$246.3M	0	1SGOV 2SPLV 3SPHQ Top holdings2024 Q4 1.SGOV 2.SPLV 3.SPHQ 4.BIL 5.AAPL 6.VIG 7.GLD 8.SHY 9.AMZN 10.BND
2024 Q3	90	$247.4M	0	1BND 2SGOV 3SPLV Top holdings2024 Q3 1.BND 2.SGOV 3.SPLV 4.SPHQ 5.SHY 6.AAPL 7.GLD 8.VIG 9.IEF 10.VONE
2024 Q2	91	$226.3M	0	1BND 2SPHQ 3SGOV Top holdings2024 Q2 1.BND 2.SPHQ 3.SGOV 4.SPLV 5.SHY 6.VIG 7.AAPL 8.GLD 9.VONE 10.AMZN
2024 Q1	94	$202.9M	0	1SGOV 2SHY 3BND Top holdings2024 Q1 1.SGOV 2.SHY 3.BND 4.VIG 5.BIL 6.AAPL 7.SPLV 8.VONE 9.AMZN 10.GLD
2023 Q4	98	$194.2M	0	1BND 2SGOV 3BIL Top holdings2023 Q4 1.BND 2.SGOV 3.BIL 4.VIG 5.AAPL 6.VONE 7.SPLV 8.MSFT 9.AMZN 10.GLD
2023 Q3	83	$156.7M	0	1SGOV 2BIL 3SHY Top holdings2023 Q3 1.SGOV 2.BIL 3.SHY 4.VIG 5.AAPL 6.TFLO 7.MSFT 8.AMZN 9.AGG 10.GLD
2023 Q2	93	$173.3M	0	1BIL 2SGOV 3SHY Top holdings2023 Q2 1.BIL 2.SGOV 3.SHY 4.AAPL 5.VIG 6.AGG 7.MSFT 8.TFLO 9.AMZN 10.PSQUSD
2023 Q1	105	$177.1M	0	1BIL 2SHY 3SGOV Top holdings2023 Q1 1.BIL 2.SHY 3.SGOV 4.AAPL 5.VIG 6.AGG 7.MSFT 8.AMZN 9.TFLO 10.QQQ
2022 Q4	106	$171.4M	0	1SHY 2BIL 3AGG Top holdings2022 Q4 1.SHY 2.BIL 3.AGG 4.DIA 5.VIG 6.AAPL 7.MSFT 8.BND 9.AMZN 10.IVV
2022 Q3	104	$77.3M	0	1AAPL 2VIG 3AMZN Top holdings2022 Q3 1.AAPL 2.VIG 3.AMZN 4.MSFT 5.QQQ 6.GOOGL 7.IVV 8.JNJ 9.PEP 10.COST
2022 Q2	111	$92.1M	0	1VIG 2AAPL 3AMZN Top holdings2022 Q2 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.GOOGL 6.SH1USD 7.QQQ 8.IVV 9.JNJ 10.RSP
2022 Q1	137	$121.8M	0	1VIG 2AAPL 3AMZN Top holdings2022 Q1 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.GOOGL 6.QQQ 7.IVV 8.RSP 9.F 10.NVDA
2021 Q4	176	$169.2M	0	1VIG 2AAPL 3MSFT Top holdings2021 Q4 1.VIG 2.AAPL 3.MSFT 4.AMZN 5.RSP 6.GOOGL 7.QQQ 8.AOK 9.IVV 10.HD
2021 Q3	189	$161.7M	0	1VIG 2AAPL 3AMZN Top holdings2021 Q3 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.RSP 6.GOOGL 7.QQQ 8.AOK 9.AMLP 10.IVV
2021 Q2	206	$164.7M	100	1VIG 2AAPL 3AMZN Top holdings2021 Q2 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.RSP 6.AMLP 7.QQQ 8.GOOGL 9.IVV 10.AOK
2021 Q1	196	$140.8M	56	1VIG 2AAPL 3AMZN Top holdings2021 Q1 1.VIG 2.AAPL 3.AMZN 4.RSP 5.MSFT 6.QQQ 7.AMLP 8.GOOGL 9.IVV 10.JNJ
2020 Q4	149	$105.6M	32	1VIG 2AAPL 3AMZN Top holdings2020 Q4 1.VIG 2.AAPL 3.AMZN 4.IVV 5.MSFT 6.MINT 7.JPST 8.AGGY 9.QQQ 10.GOOGL
2020 Q3	138	$96.0M	27	1VIG 2AAPL 3QQQ Top holdings2020 Q3 1.VIG 2.AAPL 3.QQQ 4.SH1USD 5.AMZN 6.MSFT 7.AGGY 8.IVV 9.USMV 10.HD
2020 Q2	125	$98.5M	59	1SPY 2VIG 3AAPL Top holdings2020 Q2 1.SPY 2.VIG 3.AAPL 4.SH1USD 5.MSFT 6.AMZN 7.INTC 8.QQQ 9.AGGY 10.IVV
2020 Q1	114	$83.6M	71	1VIG 2AAPL 3INTC Top holdings2020 Q1 1.VIG 2.AAPL 3.INTC 4.USMV 5.IVV 6.AGGY 7.MSFT 8.JPM 9.AMZN 10.VZ
2019 Q4	150	$150.1M	—	1BSJL 2BSJM1EUR 3VIG Top holdings2019 Q4 1.BSJL 2.BSJM1EUR 3.VIG 4.IVV 5.JPST 6.AAPL 7.JPM 8.INTC 9.BND 10.VNQ

Holding changes this quarter

View source Form 13F filing on SEC.gov

Vigilare Wealth Management's most significant position changes for 2026-06-30: New buy: Pimco Multisector Bond Actv (PYLD); New buy: Schwab US Dvd Equity ETF (SCHD); New buy: Vanguard Real Estate ETF (VNQ); New buy: Vanguard Ftse All-world Ex-u (VEU); Sold out: Albemarle CORP (ALB).

Position changes disclosed by Vigilare Wealth Management for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PYLD	Pimco Multisector Bond Actv	+3.9%	NEW	New buy
2	VIG	Vanguard Dividend Apprec ETF	+3.1%	+167.49%	Add
3	SCHD	Schwab US Dvd Equity ETF	+1.9%	NEW	New buy
4	RSP	Invesco S&p 500 Equal Weight	+1.8%	+286.55%	Add
5	SPLV	Invesco S&p 500 Low Volatili	+1.8%	+225.23%	Add
6	JPIE	Jpmorgan Income ETF	+1.3%	+122.80%	Add
7	VNLA	Janus Henderson Short Durati	+1.1%	+62.91%	Add
8	VNQ	Vanguard Real Estate ETF	+1%	NEW	New buy
9	VEU	Vanguard Ftse All-world Ex-u	+1%	NEW	New buy
10	IJR	Ishares Core S&p Small-cap E	+1%	+449.47%	Add
11	KRE	Ss Spdr S&p Regional Bank	+0.3%	NEW	New buy
12	MRK	Merck & Co. INC.	+0.2%	+307.11%	Add
13	VONE	Vanguard Russell 1000	+0.2%	+24.45%	Add
14	GLDM	Spdr Gold Minishares Trust	+0.2%	NEW	New buy
15	IWR	Ishares Russell Mid-cap ETF	+0.2%	+18.33%	Add
16	INTC	Intel CORP	+0.2%	NEW	New buy
17	DELL	Dell Technologies -c	+0.2%	NEW	New buy
18	HACK	Amplify Cybersecurity ETF	+0.2%	+36.96%	Add
19	GEV	GE Vernova INC	+0.2%	-6.50%	Trim
20	DAL	Delta Air Lines INC	+0.2%	NEW	New buy
21	VOO	Vanguard S&p 500 ETF	+0.2%	+22.77%	Add
22	SOXL	Direx Dail Semi Bu 3x Et-usd	+0.2%	NEW	New buy
23	GOOGL	Alphabet Inc-cl A	+0.1%	-4.96%	Trim
24	QQQ	Invesco Qqq Trust Series 1	+0.1%	+4.10%	Add
25	GE	General Electric	+0.1%	+24.18%	Add
26	AAPL	Apple INC	+0.1%	+0.36%	Add
27	VB	Vanguard Small-cap ETF	+0.1%	+55.78%	Add
28	GRNY	Fundstr Gran Sh US Lrg Cap	+0.1%	+61.98%	Add
29	SPHQ	Invesco S&p 500 Quality ETF	+0.1%	-6.69%	Trim
30	LLY	Eli Lilly & Co	+0.1%	+1.56%	Add
31	NVDA	Nvidia CORP	0%	-0.46%	Trim
32	AMZN	Amazon.com INC	-0.1%	-6.35%	Trim
33	EEM	Ishares Msci Emerging Market	-0.1%	EXIT	Sold out
34	LHX	L3harris Technologies INC	-0.2%	-48.15%	Trim
35	PLTR	Palantir Technologies Inc-a	-0.2%	-29.31%	Trim
36	ECHO	Echostar Corp-a	-0.2%	EXIT	Sold out
37	AGG	Ishares Core U.s. Aggregate	-0.2%	EXIT	Sold out
38	CCJ	Cameco CORP	-0.3%	-61.35%	Trim
39	ALB	Albemarle CORP	-0.3%	EXIT	Sold out
40	PSQ	Proshares Short Qqq	-0.3%	-39.36%	Trim
41	SH	Proshares Short S&p500	-0.4%	-56.82%	Trim
42	STIP	Ishares 0-5 Year Tips Bond E	-0.4%	-15.33%	Trim
43	IEFA	Ishares Core Msci Eafe ETF	-0.7%	-73.05%	Trim
44	DYNF	Ishrs US E F R A Etf-usd INC	-0.8%	-23.05%	Trim
45	GLD	Spdr Gold Shares	-0.8%	-31.21%	Trim
46	SPMO	Invesco S&p 500 Momentum ETF	-0.9%	-73.27%	Trim
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.5%	-59.48%	Trim
48	BIL	Ss Spdr Bb 1-3m T-bill ETF	-2.6%	-24.09%	Trim
49	USFR	Wisdomtree Floating Rate Tre	-2.6%	-62.00%	Trim
50	SGOV	Ishares 0-3 Month Treasury B	-8.1%	-19.14%	Trim

Filing History

Period	Filed	Type	EDGAR
2026 Q2	2026-07-06	13F-HR	View on EDGAR
2026 Q1	2026-04-01	13F-HR	View on EDGAR
2025 Q4	2026-01-07	13F-HR	View on EDGAR
2025 Q3	2025-10-01	13F-HR	View on EDGAR
2025 Q2	2025-07-18	13F-HR	View on EDGAR
2025 Q1	2025-07-18	13F-HR	View on EDGAR
2024 Q4	2025-01-13	13F-HR	View on EDGAR
2024 Q3	2024-10-29	13F-HR	View on EDGAR
2024 Q2	2024-07-15	13F-HR	View on EDGAR
2024 Q1	2024-04-26	13F-HR	View on EDGAR
2023 Q4	2024-01-08	13F-HR	View on EDGAR
2023 Q3	2023-10-10	13F-HR	View on EDGAR
2023 Q2	2023-07-11	13F-HR	View on EDGAR
2023 Q1	2023-04-18	13F-HR	View on EDGAR
2022 Q4	2023-01-11	13F-HR	View on EDGAR
2022 Q3	2022-10-20	13F-HR	View on EDGAR
2022 Q2	2022-07-11	13F-HR	View on EDGAR
2022 Q1	2022-04-06	13F-HR	View on EDGAR
2021 Q4	2022-01-07	13F-HR	View on EDGAR
2021 Q3	2021-10-19	13F-HR	View on EDGAR
2021 Q2	2021-07-16	13F-HR	View on EDGAR
2021 Q1	2021-04-29	13F-HR	View on EDGAR
2020 Q4	2021-01-14	13F-HR	View on EDGAR
2020 Q3	2020-10-15	13F-HR	View on EDGAR
2020 Q2	2020-07-20	13F-HR	View on EDGAR
2020 Q1	2020-05-04	13F-HR	View on EDGAR
2019 Q4	2020-03-26	Amendment	View on EDGAR
2019 Q4	2020-02-13	13F-HR	View on EDGAR

FAQ

What is Vigilare Wealth Management and what type of investor is it?

Vigilare Wealth Management is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $326.2M, spread across 123 disclosed positions.

What are Vigilare Wealth Management's largest equity positions?

Based on the latest 13F filing, Vigilare Wealth Management's top holdings by market value are: 1. Ishares 0-3 Month Treasury B (SGOV) — $72.6M (22.2%) 2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $18.3M (5.6%) 3. Invesco S&p 500 Quality ETF (SPHQ) — $17.6M (5.4%) 4. Vanguard Dividend Apprec ETF (VIG) — $16.4M (5.0%) 5. Pimco Multisector Bond Actv (PYLD) — $12.6M (3.9%)

What changes did Vigilare Wealth Management make in its most recent portfolio filing?

In the latest reported quarter, Vigilare Wealth Management made 50 notable position adjustments: 10 new positions were initiated, 17 existing holdings were added to, 19 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Pimco Multisector Bond Actv (PYLD); New buy: Schwab US Dvd Equity ETF (SCHD); New buy: Vanguard Real Estate ETF (VNQ); New buy: Vanguard Ftse All-world Ex-u (VEU); Sold out: Albemarle CORP (ALB)

What sectors does Vigilare Wealth Management focus on?

Vigilare Wealth Management is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 25.4% • Consumer Discretionary: 15.4% • Industrials: 14.4% • Financials: 12.5% • Communication Services: 10.4% • Consumer Staples: 9.3%

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Vigilare Wealth Management 13F Filings (Q2 2026) — Charts, AI Insights & Developer API

CIK: 0001730889

Diversified strategyQuality / disciplined sizing

Total reported value

$326.2M

Reporting period: 2026-06-30 · Number of holdings: 123

Vigilare Wealth Management disclosed 123 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $326.2M and a quarterly turnover rate of 43.2%.

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Personality snowflake

Concentration: 27.26
Portfolio Stability: 43.24
Momentum/Contrarian: 45.07
Sector conviction: 45.22
Diversification: 100
Sizing Uniformity: 72.72

Position sizes vary widely across the portfolio (a coefficient of variation of 2.73), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/vigilare-wealth-management

Recent moves

View source Form 13F filing on SEC.gov

Trim SGOV
-19.1%　-$17.2M
New buy PYLD
Add VIG
+167.5%　$10.8M
Trim USFR
-62.0%　-$7.3M
Trim BIL
-24.1%　-$5.8M
New buy SCHD

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	22.24%	-8.08%	-19.14%
2	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	5.62%	-2.55%	-24.09%
3	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	5.39%	+0.08%	-6.69%
4	VIG	Vanguard Dividend Apprec ETF	ETF-Other	5.03%	+3.14%	+167.49%
5	PYLD	Pimco Multisector Bond Actv	ETF-Other	3.87%	+3.87%	NEW
6	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.47%	-0.79%	-23.05%
7	VNLA	Janus Henderson Short Durati	ETF-Other	3.30%	+1.07%	+62.91%
8	AAPL	Apple INC	Stock-Tech	3.00%	+0.11%	+0.36%
9	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	2.63%	+1.76%	+225.23%
10	JPIE	Jpmorgan Income ETF	ETF-Other	2.60%	+1.31%	+122.80%
11	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	2.44%	+1.81%	+286.55%
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.00%	+0.14%	-4.96%
13	AMZN	Amazon.com INC	Stock-Consumer Disc	1.92%	-0.06%	-6.35%
14	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.92%	+1.92%	NEW
15	USFR	Wisdomtree Floating Rate Tre	ETF-Other	1.38%	-2.61%	-62.00%
16	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.29%	-0.41%	-15.33%
17	GEV	GE Vernova INC	Stock-Industrials	1.26%	+0.16%	-6.50%
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.16%	+0.97%	+449.47%
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.09%	-1.49%	-59.48%
20	NVDA	Nvidia CORP	Stock-Tech	1.08%	+0.04%	-0.46%
21	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.07%	+0.19%	+18.33%
22	TSLA	Tesla INC	Stock-Consumer Disc	1.01%	—	-2.53%
23	VNQ	Vanguard Real Estate ETF	ETF-Other	1.00%	+1.00%	NEW
24	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.99%	+0.99%	NEW
25	GLD	Spdr Gold Shares	ETF-Commodities	0.93%	-0.81%	-31.21%
26	VONE	Vanguard Russell 1000	ETF-Other	0.91%	+0.21%	+24.45%
27	MSFT	Microsoft CORP	Stock-Tech	0.86%	—	+0.72%
28	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.80%	+0.13%	+4.10%
29	WMT	Walmart INC	Stock-Consumer Staples	0.73%	—	-0.26%
30	FNF	Fidelity National Financial	Stock-Financials	0.73%	—	—
31	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.70%	—	+0.33%
32	JPM	Jpmorgan Chase & Co	Stock-Financials	0.69%	—	+0.66%
33	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.67%	+0.15%	+22.77%
34	BND	Vanguard Total Bond Market	ETF-Other	0.54%	—	-3.95%
35	LLY	Eli Lilly & Co	Stock-Healthcare	0.50%	+0.08%	+1.56%
36	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.50%	-0.93%	-73.27%
37	GS	Goldman Sachs Group INC	Stock-Financials	0.50%	—	+5.54%
38	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.49%	—	-17.41%
39	JNJ	Johnson & Johnson	Stock-Healthcare	0.49%	—	+4.55%
40	RTX	Rtx CORP	Stock-Industrials	0.47%	—	-13.07%
41	HACK	Amplify Cybersecurity ETF	ETF-Other	0.44%	+0.18%	+36.96%
42	V	Visa Inc-class A Shares	Stock-Financials	0.44%	—	-4.53%
43	HD	Home Depot INC	Stock-Consumer Disc	0.40%	—	-0.98%
44	GE	General Electric	Stock-Industrials	0.39%	+0.13%	+24.18%
45	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.33%	—	-8.86%
46	MRK	Merck & Co. INC.	Stock-Healthcare	0.29%	+0.22%	+307.11%
47	KRE	Ss Spdr S&p Regional Bank	ETF-Other	0.28%	+0.28%	NEW
48	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.27%	—	+0.95%
49	CAT	Caterpillar INC	Stock-Industrials	0.27%	—	+1.23%
50	VB	Vanguard Small-cap ETF	ETF-Other	0.26%	+0.10%	+55.78%

1–50 of 123

Portfolio Performance

Performance for Q3 2026

+1.7%

Performance Last 4 Quarters

+19%

Based on 58% of reported portfolio value with available pricing

Stdev: +7.6%
Beta: +0.56
Alpha: +3.7%
Max Drawdown: -4.3%
Annualized Perf: +15.7%
Batting Avg vs S&P: +48.5%
Sortino: +4.15
Stutzer: +0.56
Treynor: +0.27
Sterling: +1.21
Calmar: +3.63
Information Ratio: -0.83
Tracking Error: +6.3%
Stdev Down: +3.6%
Winning Months %: +72.7%
Losing Months %: +27.3%
Best 12 Months: +25.4%
Worst 12 Months: +12.6%
Efficiency Ratio: +0.72
Sharpe: +1.97
Stdev Sectors: +7.1%
Skewness: -0.29
Kurtosis: +0.45
Upside Potential: +5.55

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q2	123	$326.2M	43	1SGOV 2BIL 3SPHQ Top holdings2026 Q2 1.SGOV 2.BIL 3.SPHQ 4.VIG 5.PYLD 6.DYNF 7.VNLA 8.AAPL 9.SPLV 10.JPIE
2026 Q1	109	$296.0M	92	1SGOV 2BIL 3SPHQ Top holdings2026 Q1 1.SGOV 2.BIL 3.SPHQ 4.DYNF 5.USFR 6.AAPL 7.SPY 8.VNLA 9.AMZN 10.VIG
2025 Q4	116	$297.3M	55	1PYLD 2JPIE 3GLD Top holdings2025 Q4 1.PYLD 2.JPIE 3.GLD 4.SGOV 5.SPY 6.RSP 7.DYNF 8.VNLA 9.AAPL 10.SPHQ
2025 Q3	120	$288.6M	100	1PYLD 2GLD 3VB Top holdings2025 Q3 1.PYLD 2.GLD 3.VB 4.SPMO 5.SGOV 6.IBIT 7.IEFA 8.DYNF 9.SPHQ 10.AAPL
2025 Q2	119	$266.7M	0	1SGOV 2GLD 3SPMO Top holdings2025 Q2 1.SGOV 2.GLD 3.SPMO 4.STIP 5.SHY 6.SPHQ 7.VB 8.USFR 9.IEFA 10.IWV
2025 Q1	102	$250.4M	0	1SGOV 2SPYM 3SPLV Top holdings2025 Q1 1.SGOV 2.SPYM 3.SPLV 4.SPHQ 5.GLD 6.VIG 7.AAPL 8.QQQ 9.SHY 10.SPMO
2024 Q4	90	$246.3M	0	1SGOV 2SPLV 3SPHQ Top holdings2024 Q4 1.SGOV 2.SPLV 3.SPHQ 4.BIL 5.AAPL 6.VIG 7.GLD 8.SHY 9.AMZN 10.BND
2024 Q3	90	$247.4M	0	1BND 2SGOV 3SPLV Top holdings2024 Q3 1.BND 2.SGOV 3.SPLV 4.SPHQ 5.SHY 6.AAPL 7.GLD 8.VIG 9.IEF 10.VONE
2024 Q2	91	$226.3M	0	1BND 2SPHQ 3SGOV Top holdings2024 Q2 1.BND 2.SPHQ 3.SGOV 4.SPLV 5.SHY 6.VIG 7.AAPL 8.GLD 9.VONE 10.AMZN
2024 Q1	94	$202.9M	0	1SGOV 2SHY 3BND Top holdings2024 Q1 1.SGOV 2.SHY 3.BND 4.VIG 5.BIL 6.AAPL 7.SPLV 8.VONE 9.AMZN 10.GLD
2023 Q4	98	$194.2M	0	1BND 2SGOV 3BIL Top holdings2023 Q4 1.BND 2.SGOV 3.BIL 4.VIG 5.AAPL 6.VONE 7.SPLV 8.MSFT 9.AMZN 10.GLD
2023 Q3	83	$156.7M	0	1SGOV 2BIL 3SHY Top holdings2023 Q3 1.SGOV 2.BIL 3.SHY 4.VIG 5.AAPL 6.TFLO 7.MSFT 8.AMZN 9.AGG 10.GLD
2023 Q2	93	$173.3M	0	1BIL 2SGOV 3SHY Top holdings2023 Q2 1.BIL 2.SGOV 3.SHY 4.AAPL 5.VIG 6.AGG 7.MSFT 8.TFLO 9.AMZN 10.PSQUSD
2023 Q1	105	$177.1M	0	1BIL 2SHY 3SGOV Top holdings2023 Q1 1.BIL 2.SHY 3.SGOV 4.AAPL 5.VIG 6.AGG 7.MSFT 8.AMZN 9.TFLO 10.QQQ
2022 Q4	106	$171.4M	0	1SHY 2BIL 3AGG Top holdings2022 Q4 1.SHY 2.BIL 3.AGG 4.DIA 5.VIG 6.AAPL 7.MSFT 8.BND 9.AMZN 10.IVV
2022 Q3	104	$77.3M	0	1AAPL 2VIG 3AMZN Top holdings2022 Q3 1.AAPL 2.VIG 3.AMZN 4.MSFT 5.QQQ 6.GOOGL 7.IVV 8.JNJ 9.PEP 10.COST
2022 Q2	111	$92.1M	0	1VIG 2AAPL 3AMZN Top holdings2022 Q2 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.GOOGL 6.SH1USD 7.QQQ 8.IVV 9.JNJ 10.RSP
2022 Q1	137	$121.8M	0	1VIG 2AAPL 3AMZN Top holdings2022 Q1 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.GOOGL 6.QQQ 7.IVV 8.RSP 9.F 10.NVDA
2021 Q4	176	$169.2M	0	1VIG 2AAPL 3MSFT Top holdings2021 Q4 1.VIG 2.AAPL 3.MSFT 4.AMZN 5.RSP 6.GOOGL 7.QQQ 8.AOK 9.IVV 10.HD
2021 Q3	189	$161.7M	0	1VIG 2AAPL 3AMZN Top holdings2021 Q3 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.RSP 6.GOOGL 7.QQQ 8.AOK 9.AMLP 10.IVV
2021 Q2	206	$164.7M	100	1VIG 2AAPL 3AMZN Top holdings2021 Q2 1.VIG 2.AAPL 3.AMZN 4.MSFT 5.RSP 6.AMLP 7.QQQ 8.GOOGL 9.IVV 10.AOK
2021 Q1	196	$140.8M	56	1VIG 2AAPL 3AMZN Top holdings2021 Q1 1.VIG 2.AAPL 3.AMZN 4.RSP 5.MSFT 6.QQQ 7.AMLP 8.GOOGL 9.IVV 10.JNJ
2020 Q4	149	$105.6M	32	1VIG 2AAPL 3AMZN Top holdings2020 Q4 1.VIG 2.AAPL 3.AMZN 4.IVV 5.MSFT 6.MINT 7.JPST 8.AGGY 9.QQQ 10.GOOGL
2020 Q3	138	$96.0M	27	1VIG 2AAPL 3QQQ Top holdings2020 Q3 1.VIG 2.AAPL 3.QQQ 4.SH1USD 5.AMZN 6.MSFT 7.AGGY 8.IVV 9.USMV 10.HD
2020 Q2	125	$98.5M	59	1SPY 2VIG 3AAPL Top holdings2020 Q2 1.SPY 2.VIG 3.AAPL 4.SH1USD 5.MSFT 6.AMZN 7.INTC 8.QQQ 9.AGGY 10.IVV
2020 Q1	114	$83.6M	71	1VIG 2AAPL 3INTC Top holdings2020 Q1 1.VIG 2.AAPL 3.INTC 4.USMV 5.IVV 6.AGGY 7.MSFT 8.JPM 9.AMZN 10.VZ
2019 Q4	150	$150.1M	—	1BSJL 2BSJM1EUR 3VIG Top holdings2019 Q4 1.BSJL 2.BSJM1EUR 3.VIG 4.IVV 5.JPST 6.AAPL 7.JPM 8.INTC 9.BND 10.VNQ

Holding changes this quarter

View source Form 13F filing on SEC.gov

Position changes disclosed by Vigilare Wealth Management for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PYLD	Pimco Multisector Bond Actv	+3.9%	NEW	New buy
2	VIG	Vanguard Dividend Apprec ETF	+3.1%	+167.49%	Add
3	SCHD	Schwab US Dvd Equity ETF	+1.9%	NEW	New buy
4	RSP	Invesco S&p 500 Equal Weight	+1.8%	+286.55%	Add
5	SPLV	Invesco S&p 500 Low Volatili	+1.8%	+225.23%	Add
6	JPIE	Jpmorgan Income ETF	+1.3%	+122.80%	Add
7	VNLA	Janus Henderson Short Durati	+1.1%	+62.91%	Add
8	VNQ	Vanguard Real Estate ETF	+1%	NEW	New buy
9	VEU	Vanguard Ftse All-world Ex-u	+1%	NEW	New buy
10	IJR	Ishares Core S&p Small-cap E	+1%	+449.47%	Add
11	KRE	Ss Spdr S&p Regional Bank	+0.3%	NEW	New buy
12	MRK	Merck & Co. INC.	+0.2%	+307.11%	Add
13	VONE	Vanguard Russell 1000	+0.2%	+24.45%	Add
14	GLDM	Spdr Gold Minishares Trust	+0.2%	NEW	New buy
15	IWR	Ishares Russell Mid-cap ETF	+0.2%	+18.33%	Add
16	INTC	Intel CORP	+0.2%	NEW	New buy
17	DELL	Dell Technologies -c	+0.2%	NEW	New buy
18	HACK	Amplify Cybersecurity ETF	+0.2%	+36.96%	Add
19	GEV	GE Vernova INC	+0.2%	-6.50%	Trim
20	DAL	Delta Air Lines INC	+0.2%	NEW	New buy
21	VOO	Vanguard S&p 500 ETF	+0.2%	+22.77%	Add
22	SOXL	Direx Dail Semi Bu 3x Et-usd	+0.2%	NEW	New buy
23	GOOGL	Alphabet Inc-cl A	+0.1%	-4.96%	Trim
24	QQQ	Invesco Qqq Trust Series 1	+0.1%	+4.10%	Add
25	GE	General Electric	+0.1%	+24.18%	Add
26	AAPL	Apple INC	+0.1%	+0.36%	Add
27	VB	Vanguard Small-cap ETF	+0.1%	+55.78%	Add
28	GRNY	Fundstr Gran Sh US Lrg Cap	+0.1%	+61.98%	Add
29	SPHQ	Invesco S&p 500 Quality ETF	+0.1%	-6.69%	Trim
30	LLY	Eli Lilly & Co	+0.1%	+1.56%	Add
31	NVDA	Nvidia CORP	0%	-0.46%	Trim
32	AMZN	Amazon.com INC	-0.1%	-6.35%	Trim
33	EEM	Ishares Msci Emerging Market	-0.1%	EXIT	Sold out
34	LHX	L3harris Technologies INC	-0.2%	-48.15%	Trim
35	PLTR	Palantir Technologies Inc-a	-0.2%	-29.31%	Trim
36	ECHO	Echostar Corp-a	-0.2%	EXIT	Sold out
37	AGG	Ishares Core U.s. Aggregate	-0.2%	EXIT	Sold out
38	CCJ	Cameco CORP	-0.3%	-61.35%	Trim
39	ALB	Albemarle CORP	-0.3%	EXIT	Sold out
40	PSQ	Proshares Short Qqq	-0.3%	-39.36%	Trim
41	SH	Proshares Short S&p500	-0.4%	-56.82%	Trim
42	STIP	Ishares 0-5 Year Tips Bond E	-0.4%	-15.33%	Trim
43	IEFA	Ishares Core Msci Eafe ETF	-0.7%	-73.05%	Trim
44	DYNF	Ishrs US E F R A Etf-usd INC	-0.8%	-23.05%	Trim
45	GLD	Spdr Gold Shares	-0.8%	-31.21%	Trim
46	SPMO	Invesco S&p 500 Momentum ETF	-0.9%	-73.27%	Trim
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.5%	-59.48%	Trim
48	BIL	Ss Spdr Bb 1-3m T-bill ETF	-2.6%	-24.09%	Trim
49	USFR	Wisdomtree Floating Rate Tre	-2.6%	-62.00%	Trim
50	SGOV	Ishares 0-3 Month Treasury B	-8.1%	-19.14%	Trim

Filing History

Period	Filed	Type	EDGAR
2026 Q2	2026-07-06	13F-HR	View on EDGAR
2026 Q1	2026-04-01	13F-HR	View on EDGAR
2025 Q4	2026-01-07	13F-HR	View on EDGAR
2025 Q3	2025-10-01	13F-HR	View on EDGAR
2025 Q2	2025-07-18	13F-HR	View on EDGAR
2025 Q1	2025-07-18	13F-HR	View on EDGAR
2024 Q4	2025-01-13	13F-HR	View on EDGAR
2024 Q3	2024-10-29	13F-HR	View on EDGAR
2024 Q2	2024-07-15	13F-HR	View on EDGAR
2024 Q1	2024-04-26	13F-HR	View on EDGAR
2023 Q4	2024-01-08	13F-HR	View on EDGAR
2023 Q3	2023-10-10	13F-HR	View on EDGAR
2023 Q2	2023-07-11	13F-HR	View on EDGAR
2023 Q1	2023-04-18	13F-HR	View on EDGAR
2022 Q4	2023-01-11	13F-HR	View on EDGAR
2022 Q3	2022-10-20	13F-HR	View on EDGAR
2022 Q2	2022-07-11	13F-HR	View on EDGAR
2022 Q1	2022-04-06	13F-HR	View on EDGAR
2021 Q4	2022-01-07	13F-HR	View on EDGAR
2021 Q3	2021-10-19	13F-HR	View on EDGAR
2021 Q2	2021-07-16	13F-HR	View on EDGAR
2021 Q1	2021-04-29	13F-HR	View on EDGAR
2020 Q4	2021-01-14	13F-HR	View on EDGAR
2020 Q3	2020-10-15	13F-HR	View on EDGAR
2020 Q2	2020-07-20	13F-HR	View on EDGAR
2020 Q1	2020-05-04	13F-HR	View on EDGAR
2019 Q4	2020-03-26	Amendment	View on EDGAR
2019 Q4	2020-02-13	13F-HR	View on EDGAR

FAQ

What is Vigilare Wealth Management and what type of investor is it?

What are Vigilare Wealth Management's largest equity positions?

What changes did Vigilare Wealth Management make in its most recent portfolio filing?

What sectors does Vigilare Wealth Management focus on?

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Developer Access

Access Vigilare Wealth Management's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/vigilare-wealth-management

CLI

npx alphasmo institutions get vigilare-wealth-management

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