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
109 檔
47.2%
In Q1 2026, Vigilare Wealth Management's U.S. equity holdings reached a combined market value of $326.2M, distributed across 109 disclosed stock positions.
In Q1 2026, Vigilare Wealth Management adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 30.32% | -8.08% | +450.69% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.17% | -2.55% | +2186.61% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 5.31% | +0.08% | +99.09% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.26% | -0.79% | -4.82% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.99% | -2.61% | +2883.23% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.11% | +0.10% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.58% | -1.49% | -42.27% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.23% | +1.07% | -44.40% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.06% | -0.86% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.89% | +3.14% | +3.84% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.14% | -1.89% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.74% | -0.81% | -75.82% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.70% | -0.41% | +172.09% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.43% | -0.93% | -42.23% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.29% | +1.31% | -81.55% | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 1.10% | +0.16% | +2.52% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.04% | -1.85% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.01% | — | +4.03% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.72% | -54.40% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.08% | -15.36% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.16% | — | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.88% | +0.19% | +303.87% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.87% | +1.76% | +560.38% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.12% | -2.01% | |
| 25 | FNF | Fidelity National Financial | Stock-Financials | 0.79% | -0.06% | — | |
| 26 | VONE | Vanguard Russell 1000 | ETF-Other | 0.70% | +0.21% | -3.27% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.01% | -15.41% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.13% | -63.17% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | +1.81% | -86.60% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.09% | -64.39% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.14% | — | |
| 32 | PSQ | Proshares Short Qqq | ETF-Other | 0.58% | -0.33% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.08% | -7.78% | |
| 34 | SH | Proshares Short S&p500 | ETF-Other | 0.54% | -0.36% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.15% | -60.19% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | — | +5.21% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | -0.20% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.07% | +1.68% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.20% | -18.50% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.08% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.02% | -0.61% | |
| 42 | CCJ | Cameco CORP | Stock-Energy | 0.40% | -0.27% | +6.32% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | — | +26.12% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.32% | -0.19% | -0.98% | |
| 45 | ALB | Albemarle CORP | Stock-Materials | 0.32% | -0.32% | EXIT | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.02% | -4.69% | |
| 47 | GE | General Electric | Stock-Industrials | 0.26% | +0.13% | +10.39% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.26% | -0.06% | — | |
| 49 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.26% | +0.18% | -31.52% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | -0.03% | +38.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +24.9% | +450.69% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +7.8% | +2186.61% | Add |
| 3 | USFR | Wisdomtree Floating Rate Tre | +3.9% | +2883.23% | Add |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | +2.7% | +99.09% | Add |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | +1.1% | +172.09% | Add |
| 6 | SPLV | Invesco S&p 500 Low Volatili | +0.7% | +560.38% | Add |
| 7 | IWR | Ishares Russell Mid-cap ETF | +0.7% | +303.87% | Add |
| 8 | GEV | GE Vernova Inc | +0.3% | +2.52% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | +5.21% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | -2.01% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 12 | MINT | Pimco Enhanced Short Maturit | +0.1% | +64.27% | Add |
| 13 | CCJ | Cameco CORP | +0.1% | +6.32% | Add |
| 14 | ALB | Albemarle CORP | +0.1% | -1.00% | Trim |
| 15 | ABBV | Abbvie Inc | +0.1% | +38.40% | Add |
| 16 | DRLL | Strive US Energy ETF | +0.1% | — | Unchanged |
| 17 | LHX | L3harris Technologies Inc | +0.1% | -0.98% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +26.12% | Add |
| 19 | EEM | Ishares Msci Emerging Market | 0% | +34.43% | Add |
| 20 | RTX | Rtx CORP | 0% | — | Unchanged |
| 21 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.84% | Add |
| 22 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 23 | IBRX | Immunitybio Inc | 0% | +57.20% | Add |
| 24 | PM | Philip Morris International | 0% | +27.42% | Add |
| 25 | ECHO | Echostar Corp-a | 0% | +4.05% | Add |
| 26 | AMLP | Alerian Mlp ETF | 0% | — | Unchanged |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | +17.25% | Add |
| 29 | AEP | American Electric Power | 0% | -3.29% | Trim |
| 30 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 31 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 32 | NUE | Nucor CORP | 0% | +4.89% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | +2.85% | Add |
| 34 | WM | Waste Management Inc | 0% | — | Unchanged |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | — | — | Unchanged |
| 36 | PEP | Pepsico Inc | — | — | Unchanged |
| 37 | GE | General Electric | — | +10.39% | Add |
| 38 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | +2.49% | Add |
| 40 | DBEF | Xtrackers Msci Eafe Hedged E | — | — | Unchanged |
| 41 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 42 | AGG | Ishares Core U.s. Aggregate | — | -0.09% | Trim |
| 43 | ITA | Ishares U.s. Aerospace & Def | — | — | Unchanged |
| 44 | AZO | Autozone Inc | — | — | Unchanged |
| 45 | PG | Procter & Gamble Co/the | 0% | -4.69% | Trim |
| 46 | GS | Goldman Sachs Group Inc | 0% | +1.68% | Add |
| 47 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -2.91% | Trim |
| 49 | ROBO | Robo Global Robotics And Aut | 0% | — | Unchanged |
| 50 | SHW | Sherwin-williams Co/the | 0% | -13.66% | Trim |
According to official SEC Form 13F filings, Vigilare Wealth Management reported a total U.S. public equity portfolio value of $326.2M across 109 disclosed positions in Q1 2026.
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, BIL, SPHQ) accounted for 47.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSQ
市值: $1.7M
Top Position Liquidated / Trimmed
PYLD
前期市值: $35.7M
During Q1 2026, Vigilare Wealth Management's top holdings by market value included SGOV (30.3%)、BIL (8.2%)、SPHQ (5.3%). The largest single position, SGOV, represented 30.3% of total portfolio value.
In Q1 2026, Vigilare Wealth Management made 108 total portfolio adjustments, initiating 16 new buys, adding to 26 positions, trimming 43 holdings, and fully liquidating 23 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.