Vigilare Wealth Management Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$266.7M

Holdings

119

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (119 positions)

StockValue
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$41.0M
GQ9SPDR GOLD ETF
$20.6M
KLMNINVESCO S&P 500 MOMENTUM ETF
$15.3M
STIPISHARES 0-5 YEAR TIPS BOND ETF
$12.4M
SHYISHARES 1-3 YR TREASURY BOND ETF
$11.7M
SPHQINVESCO S&P 500 QUALITY ETF
$9.1M
VBVANGUARD SMALL CAP ETF
$8.9M
USFRWISDOMTREE FLOATING RATE TREASURY FUND
$7.6M
AQLTISHARES CORE MSCI EAFE ETF
$7.5M
IWVISHARES RUSSELL 3000 ETF
$7.5M
AAPLAPPLE INC
$7.0M
AMZNAMAZON.COM INC
$6.2M
NDQPOWERSHARES QQQ TR
$6.0M
IBITISHARES BITCOIN TRUST ETF
$5.9M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$5.3M
SPYSPDR S&P 500 ETF
$4.8M
MSFTMICROSOFT
$4.5M
GOOGLGOOGLE INC
$3.7M
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$3.6M
NVDANVIDIA CORPORATION COM
$3.0M
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
$2.8M
COSTCOSTCO WHOLESALE CORP
$2.5M
JPMJPMORGAN CHASE & CO. COM
$2.5M
TSLATESLA MOTORS INC
$2.4M
BNDVANGUARD TOTAL BOND MARKET ETF
$2.3M
WMTWALMART INC COM
$2.3M
VOOVANGUARD S&P 500 ETF
$2.2M
METAMETA PLATFORMS INC CL A
$2.2M
VONEVANGUARD RUSSELL 1000 ETF
$2.2M
GEVGE VERNOVA INC COM
$1.9M
IVVISHARES S&P 500 INDEX
$1.9M
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$1.8M
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$1.7M
VVISA INC
$1.6M
ORCLORACLE CORPORATION
$1.5M
PLTRPALANTIR TECHNOLOGIES INC CL A
$1.5M
HDHOME DEPOT
$1.4M
RTXRTX CORPORATION COM
$1.4M
PGPROCTER AND GAMBLE CO COM
$1.4M
HACKAMPLIFY CYBERSECURITY ETF
$1.2M
LLYELI LILLY & CO COM
$1.2M
PANWPALO ALTO NETWORKS INC COM
$1.1M
NFLXNETFLIX INC COM
$1.1M
MGKVANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF
$1.0M
AMLPALPS TRUST ETF ALERIAN MLP
$988K
GSGOLDMAN SACHS GROUP INC COM
$945K
CCOCAMECO CORP COM
$918K
SCHWSCHWAB CHARLES CORP COM
$915K
JNJJOHNSON & JOHNSON COM
$861K
TFLOISHARES TREASURY FLOATING RATE BOND ETF
$831K
AMTAMERICAN TOWER CORP NEW COM
$797K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$710K
WMWASTE MGMT INC DEL COM
$702K
BACVERIZON COMMUNICATIONS
$670K
AGGISHARES AGGREGATE BOND ETF
$661K
ISRGINTUITIVE SURGICAL INC COM NEW
$638K
GEGE AEROSPACE COM NEW
$627K
XLUUTILITIES SELECT SECTOR SPDR FUND
$625K
SHWSHERWIN WILLIAMS CO COM
$625K
VSTVISTRA CORP COM
$611K
4I1PHILIP MORRIS INTL INC
$602K
LHXL3HARRIS TECHNOLOGIES INC COM
$563K
SPYMSPDR PORTFOLIO S&P 500 ETF
$561K
BSXBOSTON SCIENTIFIC CORP COM
$558K
AEPAMERICAN ELEC PWR CO INC COM
$556K
ARKKARK INNOVATION ETF
$527K
SFMSPROUTS FMRS MKT INC COM
$525K
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$514K
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$510K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$488K
INTUINTUIT COM
$485K
GOOGALPHABET INC CAP STK CL C
$475K
SPOTSPOTIFY TECHNOLOGY S A SHS
$448K
COINCOINBASE GLOBAL INC COM CL A
$443K
ABBVABBVIE INC COM
$437K
AMGNAMGEN INC
$422K
AXPAMERICAN EXPRESS CO COM
$412K
PEPPEPSICO INC COM
$399K
MCDMCDONALDS CORP COM
$397K
CATCATERPILLAR INC COM
$392K
VTIVANGUARD TOTAL STK MKT
$390K
TMUST-MOBILE US INC COM
$366K
DRLLSTRIVE U.S. ENERGY ETF
$366K
CNNECANNAE HLDGS INC COM
$351K
MAMASTERCARD INC
$348K
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$342K
SNOWSNOWFLAKE INC CL A
$341K
MRKMERCK & CO INC
$339K
UBERUBER TECHNOLOGIES INC COM
$330K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$324K
TAT&T INC COM
$314K
SCISERVICE CORP INTL COM
$314K
GDXMARKET VECTORS GOLD MINERS INDEX ETF
$313K
NEENEXTERA ENERGY INC COM
$306K
DONSPDR DOW JONES INDUSTRIAL ETF
$287K
AUANGLOGOLD ASHANTI PLC COM SHS
$283K
AAAUGOLDMAN SACHS PHYSICAL GOLD ETF
$267K
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$259K
SCHBSCHWAB U.S. BROAD MARKET ETF
$255K
MTBASIMPLIFY MBS ETF
$253K
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