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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OKE ONEOK INC NEW COM Energy 3,948.0 $357K 0.12% NEW $90.39 -1.2%
82 PM PHILIP MORRIS INTL INC Consumer Defensive 1,984.0 $328K 0.11% NEW $165.34 +9.8%
83 WM WASTE MGMT INC DEL COM Industrials 1,385.0 $318K 0.11% NEW $229.79 -5.6%
84 NEE NEXTERA ENERGY INC COM Utilities 3,397.0 $316K 0.11% NEW $92.88 -5.8%
85 MA MASTERCARD INC Financial Services 620.0 $310K 0.10% NEW $499.66 -0.4%
86 DIA SPDR DOW JONES INDUSTRIAL ETF Financial Services 634.0 $294K 0.10% NEW $463.00 +9.3%
87 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 5,910.0 $292K 0.10% NEW $49.40 +7.9%
88 VOOG VANGUARD S&P 500 GROWTH ETF 699.0 $285K 0.10% NEW $407.69 -79.7%
89 LITE LUMENTUM HLDGS INC COM Technology 399.0 $280K 0.10% NEW $702.76 +23.1%
90 SCHB SCHWAB U.S. BROAD MARKET ETF 10,716.0 $269K 0.09% NEW $25.10 +15.1%
91 PANW PALO ALTO NETWORKS INC COM Technology 1,666.0 $267K 0.09% NEW $160.32 +55.4%
92 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 3,681.0 $267K 0.09% NEW $72.46 +23.5%
93 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 3,668.0 $251K 0.09% NEW $68.43 +29.2%
94 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 8,274.0 $251K 0.09% NEW $30.32 +3.2%
95 PEP PEPSICO INC COM Consumer Defensive 1,600.0 $248K 0.08% NEW $155.29 -4.8%
96 BK BANK NEW YORK MELLON CORP COM Financial Services 2,013.0 $239K 0.08% NEW $118.63 +18.9%
97 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1,061.0 $232K 0.08% NEW $218.75 +4.6%
98 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 470.0 $217K 0.07% NEW $460.99 -5.8%
99 MRK MERCK & CO INC Healthcare 1,785.0 $215K 0.07% NEW $120.29 +1.1%
100 DE DEERE & CO COM Industrials 380.0 $214K 0.07% NEW $563.30 -5.6%
Page 5 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%