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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 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWR ISHARES TR RUSSELL MIDCAP INDEX FD 31,748.0 $3.5M 1.07% +5K +18.3% $110.32 +0.2%
22 TSLA TESLA MOTORS INC Consumer Cyclical 7,845.0 $3.3M 1.01% -204.0 -2.5% $420.60 -15.3%
23 VNQ VANGUARD REIT INDEX ETF 33,825.0 $3.3M 1.00% NEW $96.43 -0.1%
24 VEU VANGUARD FTSE ALL-WORLD EX-US 38,388.0 $3.2M 0.99% NEW $83.75 +1.1%
25 GLD SPDR GOLD ETF Financial Services 8,218.0 $3.0M 0.93% -4K -31.2% $368.38 +7.7%
26 VONE VANGUARD RUSSELL 1000 ETF 8,771.0 $3.0M 0.91% +2K +24.4% $338.72 +1.7%
27 MSFT MICROSOFT Technology 7,542.0 $2.8M 0.86% +54.0 +0.7% $373.02 +34.3%
28 QQQ POWERSHARES QQQ TR Financial Services 3,555.0 $2.6M 0.80% +140.0 +4.1% $736.40 -3.9%
29 WMT WALMART INC COM Consumer Defensive 21,155.0 $2.4M 0.73% $113.26 -6.5%
30 FNF FIDELITY NATL FINL INC COM SHS Financial Services 50,440.0 $2.4M 0.73% $47.16 -2.4%
31 COST COSTCO WHOLESALE CORP Consumer Defensive 2,448.0 $2.3M 0.70% $935.59 +0.5%
32 JPM JPMORGAN CHASE & CO COM Financial Services 6,897.0 $2.3M 0.69% +45.0 +0.7% $327.34 +8.4%
33 VOO VANGUARD S&P 500 ETF 3,181.0 $2.2M 0.67% +590.0 +22.8% $686.71 +2.0%
34 BND VANGUARD TOTAL BOND MARKET ETF 24,189.0 $1.8M 0.54% -996.0 -4.0% $73.41 -2.2%
35 LLY ELI LILLY & CO COM Healthcare 1,369.0 $1.6M 0.50% +21.0 +1.6% $1199.48 -3.3%
36 SPMO INVESCO S&P 500 MOMENTUM ETF 10,110.0 $1.6M 0.50% -28K -73.3% $161.54 -9.9%
37 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,600.0 $1.6M 0.50% +84.0 +5.5% $1011.37 -0.9%
38 IVV ISHARES S&P 500 INDEX 2,116.0 $1.6M 0.49% -446.0 -17.4% $748.90 +2.2%
39 JNJ JOHNSON & JOHNSON COM Healthcare 6,233.0 $1.6M 0.48% +271.0 +4.5% $253.99 +6.8%
40 RTX RTX CORPORATION COM Industrials 8,102.0 $1.5M 0.47% -1K -13.1% $189.74 +8.1%
Page 2 of 7  ·  123 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%