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Portfolio (Quarterly) Guide ↗

Vigilare Wealth Management

· CIK 0001730889
13F Portfolio $296M AUM 109 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New 23 Exited
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC COM Consumer Defensive 21,211.0 $2.6M 0.89% NEW $124.28 -3.2%
22 IWR ISHARES TR RUSSELL MIDCAP INDEX FD 26,829.0 $2.6M 0.88% NEW $97.23 +9.9%
23 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 35,172.0 $2.6M 0.87% NEW $73.14 +1.0%
24 COST COSTCO WHOLESALE CORP Consumer Defensive 2,440.0 $2.4M 0.82% NEW $996.45 +0.7%
25 FNF FIDELITY NATL FINL INC COM SHS Financial Services 50,440.0 $2.3M 0.79% NEW $46.38 +4.4%
26 VONE VANGUARD RUSSELL 1000 ETF 7,048.0 $2.1M 0.70% NEW $295.12 +14.8%
27 JPM JPMORGAN CHASE & CO COM Financial Services 6,852.0 $2.0M 0.68% NEW $294.17 +4.3%
28 QQQ POWERSHARES QQQ TR Financial Services 3,415.0 $2.0M 0.67% NEW $577.18 +26.5%
29 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 9,690.0 $1.9M 0.63% NEW $191.93 +8.2%
30 BND VANGUARD TOTAL BOND MARKET ETF 25,185.0 $1.9M 0.63% NEW $73.64 -0.6%
31 RTX RTX CORPORATION COM Industrials 9,320.0 $1.8M 0.61% NEW $192.90 -7.2%
32 PSQ PROSHARES SHORT QQQ 53,340.0 $1.7M 0.58% NEW $32.19 -20.6%
33 IVV ISHARES S&P 500 INDEX 2,562.0 $1.7M 0.56% NEW $653.10 +15.5%
34 SH PROSHARES TR SHORT S&P 500 PROSHARES 41,784.0 $1.6M 0.54% NEW $37.93 -12.7%
35 VOO VANGUARD S&P 500 ETF 2,591.0 $1.5M 0.52% NEW $597.51 +15.5%
36 JNJ JOHNSON & JOHNSON COM Healthcare 5,962.0 $1.5M 0.49% NEW $244.43 -5.8%
37 V VISA INC Financial Services 4,416.0 $1.3M 0.45% NEW $302.25 +8.0%
38 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,516.0 $1.3M 0.43% NEW $845.99 +17.6%
39 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 8,592.0 $1.3M 0.42% NEW $146.28 -6.6%
40 LLY ELI LILLY & CO COM Healthcare 1,348.0 $1.2M 0.42% NEW $919.77 +15.8%
Page 2 of 6  ·  109 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 27.5%
Technology 20.5%
Consumer Cyclical 13.2%
Consumer Defensive 8.5%
Communication Services 8.4%
Industrials 6.9%
Healthcare 5.1%
Utilities 4.8%
Energy 2.6%
Basic Materials 2.4%