Vigil Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$123.7M
Q ending 2026-03-31
Prior quarter
$120.3M
Q ending 2025-12-31
Change
+2.9% QoQ
Positions
75
reported holdings

Largest positions

All 75 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Capital Group Dividend ValueCGDVShares$12.3M290K
Dimensional Etf TrustDFACShares$11.8M304K
Capital Group Core Equity EtCGUSShares$11.7M305K
Dimensional Etf TrustDFAUShares$8.3M184K
Philip Morris Intl IncPMShares$8.1M49K
Capital Group Growth EtfCGGRShares$6.5M161K
Capital Grp Fixed Incm Etf TCGMSShares$5.7M210K
Capital Grp Fixed Incm Etf TCGCPShares$5.2M231K
Capital Grp Fixed Incm Etf TCGCBShares$5.0M192K
Ishares TrIVVShares$3.4M5K
Tapestry IncTPRShares$2.9M21K
Apple IncAAPLShares$2.3M9K
Alphabet IncGOOGShares$2.3M8K
Dimensional Etf TrustDFSDShares$2.1M44K
Nushares Etf TrNUGOShares$2.1M58K
Ishares TrIWDShares$1.9M9K
Dimensional Etf TrustDFICShares$1.8M50K
Ishares TrIWFShares$1.7M4K
Ventas IncVTRShares$1.6M20K
Altria Group IncMOShares$1.6M24K
Canadian Nat Res Ltd Med TerCNQShares$1.5M30K
Caterpillar IncCATShares$1.2M2K
Enbridge IncENBShares$1.1M20K
Dimensional Etf TrustDFUSShares$1.1M15K
Morgan StanleyMSShares$1.0M6K
Amplify Etf TrHACKShares$911K12K
Amazon Com IncAMZNShares$895K4K
Ishares TrIVWShares$802K7K
Kinder Morgan Inc DelKMIShares$691K21K
John Hancock Exchange TradedJHIDShares$670K17K
Exxon Mobil CorpXOMShares$601K4K
First Tr Exchange-Traded FdFVDShares$559K12K
Microsoft CorpMSFTShares$534K1K
Spdr Gold TrGLDShares$510K1K
Vanguard Tax-Managed FdsVEAShares$501K8K
Ubs Group AgShares$496K13K
Dimensional Etf TrustDFASShares$481K7K
Pepsico IncPEPShares$477K3K
Capital Group Intl Focus EqtCGXUShares$449K15K
Ishares TrIUSVShares$446K4K
Vanguard Admiral Fds IncVOOGShares$423K1K
Spinnaker Etf SeriesEUADShares$421K10K
Nvidia CorporationNVDAShares$421K2K
State Str Spdr S&P 500 Etf TSPYShares$406K624
First Tr Exchange-Traded FdFXLShares$399K3K
General Mtrs CoGMShares$387K5K
Blackrock Etf Trust IiBINCShares$384K7K
J P Morgan Exchange Traded FJEPIShares$382K7K
Dimensional Etf TrustDFAIShares$374K10K
Uber Technologies IncUBERShares$367K5K
Vanguard Whitehall FdsVYMShares$361K2K
Ark Etf TrARKKShares$347K5K
Capital Group Gbl Growth EqtCGGOShares$340K10K
Vanguard Malvern FdsVCRBShares$319K4K
Vanguard Index FdsVTIShares$315K981
Tc Energy CorpTRPShares$313K5K
Dimensional Etf TrustDFCFShares$311K7K
Ishares TrIWMShares$307K1K
Ishares TrIYZShares$302K8K
Dow Hldgs IncDOWShares$286K7K
Vanguard Index FdsVUGShares$275K629
Ishares TrITOTShares$262K2K
Colgate Palmolive CoCLShares$258K3K
Jpmorgan Chase & CoJPMShares$247K839
Ishares TrIEFAShares$245K3K
First Tr Exchange-Traded FdFTCSShares$244K3K
Ishares TrIWSShares$241K2K
Vanguard Specialized FundsVIGShares$226K1K
Select Sector Spdr TrXLFShares$226K5K
Invesco Qqq TrQQQShares$222K385
Capital Group Dividend GroweCGDGShares$220K6K
Nu Hldgs LtdShares$207K14K
Wisdomtree TrDGRWShares$203K2K
Procept Biorobotics CorpPRCTShares$200K8K
Cleveland-Cliffs Inc NewCLFShares$85K10K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.