StockDriftsStockDriftsTop 50 Vigilare Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 22.24% | 720.8K | $72.6M | -19.14%(-170.58K) | $100.53(+0.04%) | 2026-06-30 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 5.62% | 200.2K | $18.3M | -24.09%(-63.53K) | $91.51(+0.03%) | 2026-06-30 | |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 5.39% | 195.0K | $17.6M | -6.69%(-13.98K) | $68.66(+27.93%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 5.03% | 69.4K | $16.4M | +167.49%(+43.45K) | $190.61(+28.57%) | 2026-06-30 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 3.87% | 476.3K | $12.6M | new | $26.30(-0.44%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3.47% | 166.6K | $11.3M | -23.05%(-49.92K) | $58.02(+20.94%) | 2026-06-30 | |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 3.3% | 220.3K | $10.8M | +62.91%(+85.08K) | $49.11(-0.38%) | 2026-06-30 | |
| AAPL | APPLE INC | 3% | 33.8K | $9.8M | +0.36%(+122) | $82.87(+268.52%) | 2026-06-30 | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 2.63% | 114.4K | $8.6M | +225.23%(+79.22K) | $73.01(+3.97%) | 2026-06-30 | |
| JPIE | JPMORGAN INCOME ETF | 2.6% | 184.1K | $8.5M | +122.80%(+101.49K) | $46.13(-0.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.39% | +30.91% | +3.38% | +18.09% |
| Top 20 Holdings Unweighted | +15.33% | +53.41% | +8.50% | +50.37% |
Vigilare Wealth Management reports $326.23M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (22.2%), BIL (5.6%) and SPHQ (5.4%). The top 20 holdings account for 72.69% of reported assets. Its disclosed equity book has returned +30.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Vigilare Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Vigilare Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730889). View Vigilare Wealth Management’s 13F filings on SEC