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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,229.0 $554K 0.19% NEW $131.08 -0.1%
62 KO COCA COLA CO COM Consumer Defensive 7,112.0 $541K 0.18% NEW $76.05 +5.8%
63 DRLL STRIVE U.S. ENERGY ETF 13,470.0 $532K 0.18% NEW $39.48 -8.4%
64 AMGN AMGEN INC Healthcare 1,510.0 $531K 0.18% NEW $351.85 -4.5%
65 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,030.0 $494K 0.17% NEW $479.20
66 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,530.0 $490K 0.17% NEW $320.55 -2.9%
67 EMR EMERSON ELEC CO COM Industrials 3,700.0 $485K 0.16% NEW $131.01 +7.6%
68 VTI VANGUARD TOTAL STK MKT 1,482.0 $475K 0.16% NEW $320.84 +15.2%
69 PWR QUANTA SVCS INC COM Industrials 862.0 $473K 0.16% NEW $549.02 +35.2%
70 VB VANGUARD SMALL CAP ETF 1,800.0 $472K 0.16% NEW $261.95 +11.8%
71 TJX TJX COS INC NEW COM Consumer Cyclical 2,708.0 $432K 0.15% NEW $159.70 -0.5%
72 NUE NUCOR CORP COM Basic Materials 2,486.0 $420K 0.14% NEW $169.10 +42.1%
73 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 5,301.0 $419K 0.14% NEW $79.06 +15.0%
74 EEM ISHARES MSCI EMERGING MARKETS ETF 7,114.0 $404K 0.14% NEW $56.79 +20.4%
75 MCD MCDONALDS CORP COM Consumer Cyclical 1,281.0 $398K 0.14% NEW $310.79 -10.1%
76 ORCL ORACLE CORPORATION Technology 2,680.0 $394K 0.13% NEW $147.11 +31.2%
77 AXP AMERICAN EXPRESS CO COM Financial Services 1,291.0 $391K 0.13% NEW $302.48 +2.7%
78 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 16,193.0 $387K 0.13% NEW $23.87 +14.3%
79 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,842.0 $372K 0.13% NEW $130.95 +7.1%
80 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 4,817.0 $369K 0.12% NEW $76.55 +15.4%
Page 4 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%