13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730889
Total reported value
$326.2M
$326.2M
116 檔
32.5%
The Q4 2025 SEC filing reveals that Vigilare Wealth Management held a total portfolio value of $326.2M, covering 116 public equity positions.
In Q4 2025, Vigilare Wealth Management adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 12.01% | +3.87% | NEW | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 6.97% | +1.31% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 6.59% | -0.81% | -37.92% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.46% | -8.08% | +14.90% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.67% | -1.49% | +170.75% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.66% | +1.81% | +5574.88% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.65% | -0.79% | +59.61% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.02% | +1.07% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.11% | +2.71% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.65% | +0.08% | -7.85% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.63% | -0.93% | -45.38% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.06% | +2.98% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.12% | -0.72% | -29.57% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.14% | -1.63% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | +0.13% | -10.79% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.85% | +3.14% | +0.64% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.76% | -0.09% | -6.36% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.08% | -1.85% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.15% | +103.03% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.35% | — | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | +0.97% | — | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | — | +3.16% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.04% | -2.82% | |
| 24 | FNF | Fidelity National Financial | Stock-Financials | 0.93% | -0.06% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.01% | -2.56% | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 0.80% | +0.16% | +1.08% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.16% | — | |
| 28 | VONE | Vanguard Russell 1000 | ETF-Other | 0.76% | +0.21% | -5.89% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.12% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | +0.10% | -86.97% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.08% | -5.25% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.63% | -0.20% | -7.92% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.61% | -0.41% | -67.84% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.14% | — | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.52% | +0.07% | NEW | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.01% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.08% | +0.15% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | +0.07% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.02% | -1.97% | |
| 40 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.40% | +0.18% | +3.81% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | — | +0.02% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | -2.55% | +18.54% | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.33% | -0.02% | -12.82% | |
| 44 | CCJ | Cameco CORP | Stock-Energy | 0.31% | -0.27% | -23.59% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.02% | -12.47% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.01% | — | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.29% | +0.08% | -30.42% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | — | +0.22% | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.27% | -0.19% | -1.57% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | -72.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +4.6% | +5574.88% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.9% | +170.75% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.7% | +59.61% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.7% | +103.03% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +14.90% | Add |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | +325.08% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.63% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | +2.71% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | +0.15% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +2.98% | Add |
| 11 | USFR | Wisdomtree Floating Rate Tre | -0.2% | -52.13% | Trim |
| 12 | MSFT | Microsoft CORP | -0.2% | -1.85% | Trim |
| 13 | PANW | Palo Alto Networks Inc | -0.2% | -30.42% | Trim |
| 14 | BND | Vanguard Total Bond Market | -0.2% | -6.36% | Trim |
| 15 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -10.79% | Trim |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | -0.2% | -7.85% | Trim |
| 17 | KRE | Ss Spdr S&p Regional Bank | -0.3% | -59.47% | Trim |
| 18 | META | Meta Platforms Inc-class A | -0.5% | -61.93% | Trim |
| 19 | ORCL | Oracle CORP | -0.5% | -63.95% | Trim |
| 20 | PYLD | Pimco Multisector Bond Actv | -0.6% | -1.06% | Trim |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | -0.8% | -72.33% | Trim |
| 22 | IWR | Ishares Russell Mid-cap ETF | -0.8% | -78.41% | Trim |
| 23 | IEFA | Ishares Core Msci Eafe ETF | -0.9% | -29.57% | Trim |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | -1.4% | -67.84% | Trim |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | -2.4% | -45.38% | Trim |
| 26 | IWV | Ishares Russell 3000 ETF | -2.7% | -97.17% | Trim |
| 27 | GLD | Spdr Gold Shares | -3.2% | -37.92% | Trim |
| 28 | VB | Vanguard Small-cap ETF | -4.4% | -86.97% | Trim |
| 29 | JPIE | Jpmorgan Income ETF | — | NEW | New buy |
| 30 | VNLA | Janus Henderson Short Durati | — | NEW | New buy |
| 31 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 32 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 33 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 34 | ETHA | Ishares Ethereum Trust ETF | — | EXIT | Sold out |
| 35 | ALB | Albemarle CORP | — | NEW | New buy |
| 36 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 37 | RDDT | Reddit Inc-cl A | — | EXIT | Sold out |
| 38 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 39 | ECHO | Echostar Corp-a | — | NEW | New buy |
| 40 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 41 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 42 | COIN | Coinbase Global Inc -class A | — | EXIT | Sold out |
| 43 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 44 | AU | AngloGold Ashanti plc | — | EXIT | Sold out |
| 45 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 46 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 47 | AMT | American Tower CORP | — | EXIT | Sold out |
| 48 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 49 | CRWV | Coreweave Inc-cl A | — | EXIT | Sold out |
| 50 | TJX | Tjx Companies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Vigilare Wealth Management reported a total U.S. public equity portfolio value of $326.2M across 116 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 PYLD, JPIE, GLD) accounted for 32.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPIE
市值: $20.7M
Top Position Liquidated / Trimmed
IBIT
前期市值: $8.9M
During Q4 2025, Vigilare Wealth Management's top holdings by market value included PYLD (12.0%)、JPIE (7.0%)、GLD (6.6%). The largest single position, PYLD, represented 12.0% of total portfolio value.
In Q4 2025, Vigilare Wealth Management made 50 total portfolio adjustments, initiating 10 new buys, adding to 9 positions, trimming 19 holdings, and fully liquidating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.