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Portfolio (Quarterly) Guide ↗

Vigilare Wealth Management

· CIK 0001730889
13F Portfolio $326M AUM 123 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 39 Added 40 Reduced 7 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD SMALL CAP ETF 2,804.0 $850K 0.26% +1K +55.8% $303.17 -2.4%
22 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 26,229.0 $725K 0.22% +10K +62.0% $27.65 -0.9%
23 VTI VANGUARD TOTAL STK MKT 1,653.0 $612K 0.19% +171.0 +11.5% $370.10 +1.4%
24 AMGN AMGEN INC Healthcare 1,521.0 $551K 0.17% +11.0 +0.7% $362.04 +21.0%
25 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,081.0 $541K 0.17% +51.0 +5.0% $500.39
26 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 5,392.0 $518K 0.16% +2K +46.5% $96.12 -53.2%
27 OKE ONEOK INC NEW COM Energy 5,442.0 $473K 0.14% +1K +37.8% $86.94 +10.1%
28 VOOG VANGUARD S&P 500 GROWTH ETF 5,236.0 $433K 0.13% +5K +649.1% $82.62 +0.6%
29 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,870.0 $419K 0.13% +28.0 +1.0% $146.11 -4.7%
30 TJX TJX COS INC NEW COM Consumer Cyclical 2,743.0 $416K 0.13% +35.0 +1.3% $151.50 -12.0%
31 MCD MCDONALDS CORP COM Consumer Cyclical 1,292.0 $349K 0.11% +11.0 +0.9% $270.21 -3.4%
32 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 11,003.0 $335K 0.10% +3K +33.0% $30.49 -1.3%
33 SCHB SCHWAB U.S. BROAD MARKET ETF 11,130.0 $322K 0.10% +414.0 +3.9% $28.96 +1.5%
34 WM WASTE MGMT INC DEL COM Industrials 1,398.0 $312K 0.10% +13.0 +0.9% $222.89 -1.4%
35 NEE NEXTERA ENERGY INC COM Utilities 3,429.0 $301K 0.09% +32.0 +0.9% $87.77 -5.5%
36 MSOS ADVISORSHARES PURE US CANNABIS ETF 48,500.0 $246K 0.08% +10K +26.0% $5.08 -3.0%
37 DE DEERE & CO COM Industrials 385.0 $244K 0.07% +5.0 +1.3% $634.76 +6.5%
38 PEP PEPSICO INC COM Consumer Defensive 1,634.0 $221K 0.07% +34.0 +2.1% $135.41 +3.2%
39 KLAC KLA CORP COM NEW Technology 706.0 $213K 0.07% +569.0 +415.3% $301.54 -43.3%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.0%
Technology 22.7%
Consumer Cyclical 14.0%
Industrials 8.6%
Consumer Defensive 8.3%
Communication Services 8.0%
Healthcare 6.3%
Utilities 5.8%
Energy 1.9%
Basic Materials 1.5%