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Portfolio (Quarterly) Guide ↗

Vigilare Wealth Management

· CIK 0001730889
13F Portfolio $297M AUM 116 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New
Page 1 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 1,338,450.0 $35.7M 12.01% NEW $26.68 -1.1%
2 JPIE JPMORGAN INCOME ETF 447,971.0 $20.7M 6.97% NEW $46.29 -0.6%
3 GLD SPDR GOLD ETF Financial Services 49,406.0 $19.6M 6.59% NEW $396.31 +4.0%
4 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 161,864.0 $16.2M 5.46% NEW $100.38 +0.3%
5 SPY SPDR S&P 500 ETF Financial Services 20,363.0 $13.9M 4.67% NEW $681.92 +9.9%
6 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 72,298.0 $13.8M 4.66% NEW $191.56 +8.4%
7 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 227,510.0 $13.8M 4.65% NEW $60.81 +10.4%
8 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 243,217.0 $12.0M 4.02% NEW $49.14 -0.2%
9 AAPL APPLE INC Technology 33,618.0 $9.1M 3.07% NEW $271.86 +14.0%
10 SPHQ INVESCO S&P 500 QUALITY ETF 104,979.0 $7.9M 2.65% NEW $75.05 +14.0%
11 SPMO INVESCO S&P 500 MOMENTUM ETF 65,477.0 $7.8M 2.63% NEW $119.32 +25.4%
12 AMZN AMAZON.COM INC Consumer Cyclical 28,378.0 $6.6M 2.20% NEW $230.82 +14.1%
13 IEFA ISHARES CORE MSCI EAFE ETF 70,443.0 $6.3M 2.12% NEW $89.46 +9.7%
14 GOOGL GOOGLE INC Communication Services 19,539.0 $6.1M 2.06% NEW $313.00 +23.7%
15 QQQ POWERSHARES QQQ TR Financial Services 9,272.0 $5.7M 1.92% NEW $614.29 +18.7%
16 VIG VANGUARD DIVIDEND APPRECIATION ETF 24,986.0 $5.5M 1.85% NEW $219.78 +6.1%
17 BND VANGUARD TOTAL BOND MARKET ETF 70,720.0 $5.2M 1.76% NEW $74.07 -1.2%
18 MSFT MICROSOFT Technology 8,847.0 $4.3M 1.44% NEW $483.61 -14.2%
19 VOO VANGUARD S&P 500 ETF 6,509.0 $4.1M 1.37% NEW $627.14 +9.9%
20 IWM ISHARES RUSSELL 2000 ETF 16,338.0 $4.0M 1.35% NEW $246.16 +17.8%
Page 1 of 6  ·  116 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 44.1%
Technology 18.9%
Consumer Cyclical 11.0%
Communication Services 7.4%
Consumer Defensive 5.1%
Industrials 3.8%
Healthcare 3.4%
Utilities 3.0%
Basic Materials 1.8%
Energy 1.4%