Vigilare Wealth Management - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Vigilare Wealth Management held in its portfolio 116 assets valued at $297,313,535 (i.e. $297.31M).

The most valuable assets in the portfolio included: PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND ($35.71M), JPMORGAN INCOME ETF ($20.74M), and SPDR GOLD ETF ($19.58M).

The chart below shows the top 10 valuable assets, and the table below shows the top 116 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Vigilare Wealth Management Portfolio
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
JPMORGAN INCOME ETF
SPDR GOLD ETF
ISHARES 0-3 MONTH TREASURY BOND ETF
SPDR S&P 500 ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
JANUS HENDERSON SHORT DURATION INCOME ETF
APPLE INC
INVESCO S&P 500 QUALITY ETF
Vigilare Wealth Management - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 1338450 35709844 ETF
JPMORGAN INCOME ETF 447971 20736592 ETF
SPDR GOLD ETF 49406 19580092 ETF
ISHARES 0-3 MONTH TREASURY BOND ETF 161864 16247956 ETF
SPDR S&P 500 ETF 20363 13885876 ETF
INVESCO S&P 500 EQUAL WEIGHT ETF 72298 13849369 ETF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 227510 13834859 ETF
JANUS HENDERSON SHORT DURATION INCOME ETF 243217 11951683 ETF
APPLE INC 33618 9139315 Stock
INVESCO S&P 500 QUALITY ETF 104979 7878698 ETF
INVESCO S&P 500 MOMENTUM ETF 65477 7812687 ETF
AMAZON.COM INC 28378 6550210 Stock
ISHARES CORE MSCI EAFE ETF 70443 6301852 ETF
GOOGLE INC 19539 6115673 Stock
POWERSHARES QQQ TR 9272 5695685 ETF
VANGUARD DIVIDEND APPRECIATION ETF 24986 5491419 ETF
VANGUARD TOTAL BOND MARKET ETF 70720 5238233 ETF
MICROSOFT 8847 4278462 Stock
VANGUARD S&P 500 ETF 6509 4082058 ETF
ISHARES RUSSELL 2000 ETF 16338 4021769 ETF
ISHARES S&P SMALLCAP 600 ETF 30987 3723969 ETF
TESLA MOTORS INC 7737 3479484 Stock
NVIDIA CORPORATION COM 18008 3358488 Stock
FIDELITY NATIONAL FINANCIAL IN COM SHS 50440 2753520 Stock
JPMORGAN CHASE & CO. COM 8100 2610006 Stock
GE VERNOVA INC COM 3646 2382916 Stock
WALMART INC COM 21211 2363131 Stock
VANGUARD RUSSELL 1000 ETF 7286 2251665 ETF
COSTCO WHOLESALE CORP 2490 2147044 Stock
VANGUARD SMALL CAP ETF 7493 1932818 ETF
ISHARES S&P 500 INDEX 2778 1902835 ETF
PALANTIR TECHNOLOGIES INC CL A 10542 1873841 Stock
ISHARES 0-5 YEAR TIPS BOND ETF 17848 1827441 ETF
RTX CORPORATION COM 9320 1709288 Stock
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF 3762 1552841 ETF
VISA INC 4425 1551926 Stock
ELI LILLY & CO COM 1348 1448669 Stock
GOLDMAN SACHS GROUP INC COM 1491 1310589 Stock
HOME DEPOT 3785 1302537 Stock
AMPLIFY CYBERSECURITY ETF 14704 1181770 ETF
JOHNSON & JOHNSON COM 5667 1172709 Stock
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 11535 1054057 ETF
SCHWAB CHARLES CORP COM 9699 969018 Stock
CAMECO CORP COM 10228 935760 Stock
PROCTER AND GAMBLE CO COM 6271 898697 Stock
VANGUARD FTSE DEVELOPED MARKETS ETF 14300 893321 ETF
PALO ALTO NETWORKS INC COM 4736 872371 Stock
ALPHABET INC CAP STK CL C 2684 842241 Stock
L3HARRIS TECHNOLOGIES INC COM 2762 810840 Stock
ISHARES 1-3 YR TREASURY BOND ETF 9779 809897 ETF
ISHARES PREFERRED & INCOME SECURITIES ETF 25494 789294 ETF
NETFLIX INC COM 8154 764519 Stock
META PLATFORMS INC CL A 1153 761086 Stock
GE AEROSPACE COM NEW 2465 759294 Stock
ALBEMARLE CORP COM 5283 747228 Stock
SCHWAB ETFS- US SMALL-CAP ETF 26029 741306 ETF
STATE STREET UTILITIES SELECT SECTOR SPDR ETF 16700 712923 ETF
ISHARES AGGREGATE BOND ETF 6627 661905 ETF
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 7831 646091 ETF
ISHARES TR RUSSELL MIDCAP INDEX FD 6643 639522 ETF
FIRST SOLAR INC 2421 632438 Stock
ALPS TRUST ETF ALERIAN MLP 13121 616949 ETF
SHERWIN WILLIAMS CO COM 1772 574181 Stock
ECHOSTAR CORP CL A 4986 541978 Stock
ABBVIE INC COM 2341 534895 Stock
ROBINHOOD MKTS INC COM CL A 4639 524671 Stock
ORACLE CORPORATION 2680 522359 Stock
BERKSHIRE HATHAWAY INC DEL CL B NEW 1005 505163 Stock
AMERICAN ELEC PWR CO INC COM 4373 504251 Stock
AMGEN INC 1510 494238 Stock
STATE STREET SPDR S&P REGIONAL BANKING ETF 7523 487566 ETF
AMERICAN EXPRESS CO COM 1291 477605 Stock
STATE STREET SPDR PORTFOLIO S&P 500 ETF 5857 469875 ETF
CATERPILLAR INC COM 811 464598 Stock
VANGUARD TOTAL STK MKT 1264 423766 ETF
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 4179 419321 ETF
TJX COS INC NEW COM 2633 404455 Stock
WISDOMTREE FLOATING RATE TREASURY FUND 7869 395968 ETF
MCDONALDS CORP COM 1281 391512 Stock
NUCOR CORP COM 2370 386571 Stock
STRIVE U.S. ENERGY ETF 13470 384295 ETF
INVESCO S&P 500 LOW VOLATILITY ETF 5326 380383 ETF
FINANCIAL SELECT SECTOR SPDR 6582 360517 ETF
MASTERCARD INC 620 353946 Stock
DELTA AIR LINES INC DEL CMN 5079 352483 Stock
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 16902 340406 ETF
BANK NEW YORK MELLON CORP COM 2923 339331 Stock
ISHARES MSCI EAFE ETF 3462 332456 ETF
APPLOVIN CORP COM CL A 478 322086 Stock
SPDR DOW JONES INDUSTRIAL ETF 653 313745 ETF
VANGUARD S&P 500 GROWTH ETF 699 310768 ETF
WASTE MGMT INC DEL COM 1385 304298 Stock
MARKET VECTORS GOLD MINERS INDEX ETF 3547 304226 ETF
UBER TECHNOLOGIES INC COM 3696 302000 Stock
FREEPORT MCMORAN COPPER 5925 300931 Stock
INTUIT COM 445 294777 Stock
ISHARES MSCI EMERGING MARKETS ETF 5292 289525 ETF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF 5910 284330 ETF
SCHWAB U.S. BROAD MARKET ETF 10716 281081 ETF
INTUITIVE SURGICAL INC COM NEW 493 279215 Stock
NEXTERA ENERGY INC COM 3397 272711 Stock
VISTRA CORP COM 1658 267485 Stock
CANNAE HLDGS INC COM 16811 264437 Stock
SIMPLIFY MBS ETF 5056 254873 ETF
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 3668 254216 ETF
PHILIP MORRIS INTL INC 1557 249743 Stock
ISHARES RUSSELL 3000 ETF 607 234818 ETF
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1939 231531 ETF
PEPSICO INC COM 1600 229632 Stock
ISHARES U.S. AEROSPACE & DEFENSE ETF 1061 227786 ETF
GOLDMAN SACHS PHYSICAL GOLD ETF 5350 227643 ETF
AUTOZONE INC NEV 63 213665 Stock
INVESCO NASDAQ INTERNET ETF 3800 205000 ETF
FIDELITY NATL INFO SVCS 3062 203501 Stock
ADVISORSHARES PURE US CANNABIS ETF 43000 202960 ETF
IMMUNITYBIO INC COM 10700 21186 Stock