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CIK: 0001730889
Total reported value
$326.2M
$326.2M
119 檔
31.0%
At the close of Q2 2025, Vigilare Wealth Management disclosed equity holdings valued at approximately $326.2M, spread across 119 reported holdings.
In Q2 2025, Vigilare Wealth Management displayed an active expansion posture, initiating 16 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 15.37% | -8.08% | -45.46% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 7.71% | -0.81% | +119.73% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.75% | -0.93% | +186.56% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.64% | -0.41% | — | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.37% | — | +96.30% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.40% | +0.08% | -42.38% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.33% | +0.10% | — | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.83% | -2.61% | +276.94% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.82% | -0.72% | — | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.79% | — | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.11% | -0.63% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | -0.06% | +21.75% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | +0.13% | -25.89% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.20% | — | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.00% | +3.14% | -38.38% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | -1.49% | +1786.47% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.08% | +5.44% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.14% | +25.82% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.34% | +1.76% | -75.27% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.04% | +92.78% | |
| 21 | FNF | Fidelity National Financial | Stock-Financials | 1.06% | -0.06% | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.12% | -2.87% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.01% | +131.55% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | — | +105.14% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.86% | -0.09% | -14.63% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.16% | -1.72% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.15% | -40.89% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.06% | +159.48% | |
| 29 | VONE | Vanguard Russell 1000 | ETF-Other | 0.82% | +0.21% | -20.35% | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 0.71% | +0.16% | +258.37% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.08% | -49.65% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | -2.55% | -27.98% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.63% | +0.19% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.01% | -7.08% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.06% | +108.11% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.20% | +267.86% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.02% | -0.62% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.53% | -0.14% | +92.83% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.02% | +23.57% | |
| 40 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.47% | +0.18% | -2.57% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | -25.14% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.42% | +0.08% | +163.40% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.07% | EXIT | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.39% | +0.07% | NEW | |
| 45 | AMLP | Alerian Mlp ETF | ETF-Other | 0.37% | -0.02% | -1.94% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | +0.07% | — | |
| 47 | CCJ | Cameco CORP | Stock-Energy | 0.34% | -0.27% | — | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.34% | -0.02% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | — | -14.78% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.31% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +4.6% | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | +4.2% | +119.73% | Add |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +4% | +186.56% | Add |
| 4 | VB | Vanguard Small-cap ETF | +3.3% | NEW | New buy |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +2.8% | NEW | New buy |
| 6 | IWV | Ishares Russell 3000 ETF | +2.8% | NEW | New buy |
| 7 | IBIT | Ishares Bitcoin Trust ETF | +2.2% | NEW | New buy |
| 8 | USFR | Wisdomtree Floating Rate Tre | +2% | +276.94% | Add |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +2% | +96.30% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +1786.47% | Add |
| 11 | NVDA | Nvidia CORP | +0.7% | +92.78% | Add |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.6% | NEW | New buy |
| 13 | GEV | GE Vernova Inc | +0.6% | +258.37% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.6% | +131.55% | Add |
| 15 | AMZN | Amazon.com Inc | +0.6% | +21.75% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.6% | +159.48% | Add |
| 17 | TSLA | Tesla Inc | +0.5% | +105.14% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.5% | +267.86% | Add |
| 19 | MSFT | Microsoft CORP | +0.4% | +5.44% | Add |
| 20 | ORCL | Oracle CORP | +0.4% | +108.11% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.4% | +25.82% | Add |
| 22 | GS | Goldman Sachs Group Inc | +0.4% | NEW | New buy |
| 23 | CCJ | Cameco CORP | +0.3% | NEW | New buy |
| 24 | SCHW | Schwab (charles) CORP | +0.3% | NEW | New buy |
| 25 | NFLX | Netflix Inc | +0.3% | +140.30% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.3% | +163.40% | Add |
| 27 | RTX | Rtx CORP | +0.3% | +92.83% | Add |
| 28 | GE | General Electric | +0.2% | NEW | New buy |
| 29 | VST | Vistra CORP | +0.2% | NEW | New buy |
| 30 | LHX | L3harris Technologies Inc | +0.2% | NEW | New buy |
| 31 | BSX | Boston Scientific CORP | +0.2% | NEW | New buy |
| 32 | AEP | American Electric Power | +0.2% | NEW | New buy |
| 33 | ARKK | Ark Innovation ETF | +0.2% | NEW | New buy |
| 34 | SFM | Sprouts Farmers Market Inc | +0.2% | NEW | New buy |
| 35 | LLY | Eli Lilly & Co | -0.2% | -25.14% | Trim |
| 36 | FNF | Fidelity National Financial | -0.3% | — | Unchanged |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -27.98% | Trim |
| 38 | AAPL | Apple Inc | -0.4% | -0.63% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -25.89% | Trim |
| 40 | VOO | Vanguard S&p 500 ETF | -0.5% | -40.89% | Trim |
| 41 | MGK | Vanguard Mega Cap Growth ETF | -0.6% | -63.96% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.6% | -49.65% | Trim |
| 43 | JEPI | Jpmorgan Equity Premium Inco | -0.8% | EXIT | Sold out |
| 44 | PSQ | Proshares Short Qqq | -1% | EXIT | Sold out |
| 45 | VIG | Vanguard Dividend Apprec ETF | -1.3% | -38.38% | Trim |
| 46 | SH | Proshares Short S&p500 | -1.6% | EXIT | Sold out |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | -2.5% | -42.38% | Trim |
| 48 | SPLV | Invesco S&p 500 Low Volatili | -4.6% | -75.27% | Trim |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -8.4% | -97.65% | Trim |
| 50 | SGOV | Ishares 0-3 Month Treasury B | -14.6% | -45.46% | Trim |
According to official SEC Form 13F filings, Vigilare Wealth Management reported a total U.S. public equity portfolio value of $326.2M across 119 disclosed positions in Q2 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 SGOV, GLD, SPMO) accounted for 31.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
STIP
市值: $12.4M
Top Position Liquidated / Trimmed
SH
前期市值: $4.0M
During Q2 2025, Vigilare Wealth Management's top holdings by market value included SGOV (15.4%)、GLD (7.7%)、SPMO (5.8%). The largest single position, SGOV, represented 15.4% of total portfolio value.
In Q2 2025, Vigilare Wealth Management made 49 total portfolio adjustments, initiating 16 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 3 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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