Vigilare Wealth Management

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

Reported value
$296.0M
Q ending 2026-03-31
Prior quarter
$297.3M
Q ending 2025-12-31
Change
-0.5% QoQ · +18.2% YoY
Positions
109
reported holdings

Largest positions

Top 100 of 109 reported positions by value, 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
Ishares 0-3 Month Treasury Bond EtSGOVShares$89.7M891K
State Street Spdr Bloomberg 1-3 MoBILShares$24.2M264K
Invesco S&P 500 Quality EtfSPHQShares$15.7M209K
Ishares U.S. Equity Factor RotatioDYNFShares$12.6M217K
Wisdomtree Floating Rate Treasury USFRShares$11.8M235K
Apple IncAAPLShares$8.5M34K
Spdr S&P 500 EtfSPYShares$7.6M12K
Janus Henderson Short Duration IncVNLAShares$6.6M135K
Amazon.Com IncAMZNShares$5.9M28K
Vanguard Dividend Appreciation EtfVIGShares$5.6M26K
Google IncGOOGLShares$5.5M19K
Spdr Gold EtfGLDShares$5.1M12K
Ishares 0-5 Year Tips Bond EtfSTIPShares$5.0M49K
Invesco S&P 500 Momentum EtfSPMOShares$4.2M38K
Jpmorgan Income EtfJPIEShares$3.8M83K
Ge Vernova Inc ComGEVShares$3.3M4K
Nvidia Corporation ComNVDAShares$3.1M18K
Tesla Motors IncTSLAShares$3.0M8K
Ishares Core Msci Eafe EtfIEFAShares$2.9M32K
MicrosoftMSFTShares$2.8M7K
Walmart Inc ComWMTShares$2.6M21K
Ishares Tr Russell Midcap Index FdIWRShares$2.6M27K
Invesco S&P 500 Low Volatility EtfSPLVShares$2.6M35K
Costco Wholesale CorpCOSTShares$2.4M2K
Fidelity Natl Finl Inc Com ShsFNFShares$2.3M50K
Vanguard Russell 1000 EtfVONEShares$2.1M7K
Jpmorgan Chase & Co ComJPMShares$2.0M7K
Powershares Qqq TrQQQShares$2.0M3K
Invesco S&P 500 Equal Weight EtfRSPShares$1.9M10K
Vanguard Total Bond Market EtfBNDShares$1.9M25K
Rtx Corporation ComRTXShares$1.8M9K
Proshares Short QqqPSQShares$1.7M53K
Ishares S&P 500 IndexIVVShares$1.7M3K
Proshares Tr Short S&P 500 ProsharSHShares$1.6M42K
Vanguard S&P 500 EtfVOOShares$1.5M3K
Johnson & Johnson ComJNJShares$1.5M6K
Visa IncVShares$1.3M4K
Goldman Sachs Group Inc ComGSShares$1.3M2K
Palantir Technologies Inc Cl APLTRShares$1.3M9K
Eli Lilly & Co ComLLYShares$1.2M1K
Home DepotHDShares$1.2M4K
Cameco Corp ComCCJShares$1.2M11K
Alphabet Inc Cap Stk Cl CGOOGShares$971K3K
L3Harris Technologies Inc ComLHXShares$944K3K
Albemarle Corp ComALBShares$939K5K
Procter & Gamble Co ComPGShares$863K6K
Ge Aerospace Com NewGEShares$772K3K
State Street Utilities Select SectXLUShares$766K17K
Amplify Cybersecurity EtfHACKShares$756K10K
Abbvie Inc ComABBVShares$705K3K
Schwab Charles Corp ComSCHWShares$692K7K
Alps Trust Etf Alerian MlpAMLPShares$691K13K
Pimco Enhanced Short Maturity ActiMINTShares$690K7K
Valero Energy CorpVLOShares$677K3K
Ishares Aggregate Bond EtfAGGShares$657K7K
Vanguard Ftse Developed Markets EtVEAShares$655K10K
Echostar Corp Cl AECHOShares$607K5K
Ishares S&P Smallcap 600 EtfIJRShares$575K5K
Caterpillar Inc ComCATShares$575K811
Meta Platforms Inc Cl AMETAShares$554K969
American Elec Pwr Co Inc ComAEPShares$554K4K
Coca Cola Co ComKOShares$541K7K
Strive U.S. Energy EtfDRLLShares$532K13K
Amgen IncAMGNShares$531K2K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$494K1K
Sherwin Williams Co ComSHWShares$490K2K
Emerson Elec Co ComEMRShares$485K4K
Vanguard Total Stk MktVTIShares$475K1K
Quanta Svcs Inc ComPWRShares$473K862
Vanguard Small Cap EtfVBShares$472K2K
Tjx Cos Inc New ComTJXShares$432K3K
Nucor Corp ComNUEShares$420K2K
State Street Spdr Portfolio S&P 15SPTMShares$419K5K
Ishares Msci Emerging Markets EtfEEMShares$404K7K
Mcdonalds Corp ComMCDShares$398K1K
Oracle CorporationORCLShares$394K3K
American Express Co ComAXPShares$391K1K
Fundstrat Granny Shots Us Large CaGRNYShares$387K16K
Johnson Ctls Intl Plc ShsShares$372K3K
State Street Spdr Portfolio S&P 50SPYMShares$369K5K
Oneok Inc New ComOKEShares$357K4K
Philip Morris Intl IncPMShares$328K2K
Waste Mgmt Inc Del ComWMShares$318K1K
Nextera Energy Inc ComNEEShares$316K3K
Mastercard IncMAShares$310K620
Spdr Dow Jones Industrial EtfDIAShares$294K634
Xtrackers Msci Eafe Hedged Equity DBEFShares$292K6K
Vanguard S&P 500 Growth EtfVOOGShares$285K699
Lumentum Hldgs Inc ComLITEShares$280K399
Schwab U.S. Broad Market EtfSCHBShares$269K11K
Palo Alto Networks Inc ComPANWShares$267K2K
Monster Beverage Corp New ComMNSTShares$267K4K
Robo Global Robotics & Automation ROBOShares$251K4K
Ishares Preferred & Income SecuritPFFShares$251K8K
Pepsico Inc ComPEPShares$248K2K
Bank New York Mellon Corp ComBNYShares$239K2K
Ishares U.S. Aerospace & Defense EITAShares$232K1K
Intuitive Surgical Inc Com NewISRGShares$217K470
Merck & Co IncMRKShares$215K2K
Deere & Co ComDEShares$214K380

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.