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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 476,258.0 $12.6M 3.87% NEW $26.52 -2.1%
2 SCHD SCHWAB US DIVIDEND EQUITY ETF 197,121.0 $6.3M 1.92% NEW $31.71 +9.8%
3 VNQ VANGUARD REIT INDEX ETF 33,825.0 $3.3M 1.00% NEW $96.43 -0.1%
4 VEU VANGUARD FTSE ALL-WORLD EX-US 38,388.0 $3.2M 0.99% NEW $83.75 +1.1%
5 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 11,988.0 $897K 0.28% NEW $74.85 -2.9%
6 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 8,759.0 $696K 0.21% NEW $79.42 +8.0%
7 INTC INTEL CORP COM Technology 4,500.0 $628K 0.19% NEW $139.63 -36.7%
8 DELL DELL TECHNOLOGIES INC CL C Technology 1,436.0 $620K 0.19% NEW $431.46 -1.2%
9 DAL DELTA AIR LINES INC DEL CMN Industrials 5,746.0 $538K 0.17% NEW $93.66 -18.3%
10 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 1,866.0 $498K 0.15% NEW $266.70 -61.0%
11 VMI VALMONT INDS INC COM Industrials 474.0 $274K 0.08% NEW $577.60 -19.4%
12 AMD ADVANCED MICRO DEVICES INC COM Technology 467.0 $271K 0.08% NEW $580.40 -21.6%
13 MGK VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF 2,590.0 $228K 0.07% NEW $87.91 +1.3%
14 CRS CARPENTER TECHNOLOGY CORP COM Industrials 358.0 $221K 0.07% NEW $616.84 -23.9%
15 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 885.0 $219K 0.07% NEW $247.89 +7.7%
16 RKLB ROCKET LAB CORP COM Industrials 2,107.0 $214K 0.07% NEW $101.65 -38.6%
17 PSIL ADVISORSHARES PSYCHEDELICS ETF 8,800.0 $212K 0.07% NEW $24.05 +2.1%
18 LECO LINCOLN ELEC HLDGS INC COM Industrials 782.0 $208K 0.06% NEW $265.51 +1.5%
19 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 6,718.0 $206K 0.06% NEW $30.61 +3.1%
20 SLF SUN LIFE FINANCIAL INC Financial Services 2,570.0 $202K 0.06% NEW $78.42 -1.4%
Page 1 of 2  ·  21 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%