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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 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HACK AMPLIFY CYBERSECURITY ETF 13,791.0 $1.4M 0.44% +4K +37.0% $104.93 +6.6%
42 V VISA INC Financial Services 4,216.0 $1.4M 0.44% -200.0 -4.5% $343.10 +8.6%
43 HD HOME DEPOT Consumer Cyclical 3,725.0 $1.3M 0.40% -37.0 -1.0% $352.65 -9.3%
44 GE GE AEROSPACE COM NEW Industrials 3,379.0 $1.3M 0.39% +658.0 +24.2% $373.73 -11.4%
45 GOOG ALPHABET INC CAP STK CL C 3,085.0 $1.1M 0.33% -300.0 -8.9% $353.33
46 MRK MERCK & CO INC Healthcare 7,267.0 $934K 0.29% +5K +307.1% $128.50 +16.7%
47 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 11,988.0 $897K 0.28% NEW $74.85 -3.0%
48 PG PROCTER & GAMBLE CO COM Consumer Defensive 6,034.0 $885K 0.27% +57.0 +0.9% $146.64 -0.3%
49 CAT CATERPILLAR INC COM Industrials 821.0 $875K 0.27% +10.0 +1.2% $1065.30 -26.9%
50 VB VANGUARD SMALL CAP ETF 2,804.0 $850K 0.26% +1K +55.8% $303.17 -2.4%
51 IEFA ISHARES CORE MSCI EAFE ETF 8,656.0 $836K 0.26% -23K -73.0% $96.58 +2.9%
52 PSQ PROSHARES SHORT QQQ 32,345.0 $811K 0.25% -21K -39.4% $25.06 +4.4%
53 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 26,229.0 $725K 0.22% +10K +62.0% $27.65 -0.9%
54 VLO VALERO ENERGY CORP Energy 2,739.0 $713K 0.22% $260.44 +39.0%
55 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 6,074.0 $709K 0.22% -3K -29.3% $116.67 +54.2%
56 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 8,759.0 $696K 0.21% NEW $79.42 +7.8%
57 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 9,602.0 $684K 0.21% -620.0 -6.1% $71.25 +1.2%
58 ABBV ABBVIE INC COM Healthcare 2,705.0 $681K 0.21% -535.0 -16.5% $251.64 +3.3%
59 AMLP ALPS TRUST ETF ALERIAN MLP 13,121.0 $680K 0.21% $51.85 +7.7%
60 SCHW SCHWAB CHARLES CORP COM Financial Services 7,308.0 $674K 0.21% -55.0 -0.8% $92.27 +17.3%
Page 3 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%