Institutional Fund
Vigilare Wealth Management
Scottsdale, AZCIK 17308895 filings on record
Portfolio Value
$295.95M
Q1 2026
Holdings
109
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-0.5%
from $297.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr30.3%
- Spdr Series Trust8.2%
- Invesco Exchange Traded Fd T5.3%
- Blackrock ETF Trust4.3%
- Wisdomtree Tr4.0%
- Apple Inc2.9%
- Other45.1%
Portfolio Holdings
109 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 891.4K | $89.72M | 30.3% | +729.5K | Added |
| 2 | Spdr Series Trust | 263.8K | $24.17M | 8.2% | +252.2K | Added |
| 3 | Invesco Exchange Traded Fd T | 209.0K | $15.72M | 5.3% | +104.0K | Added |
| 4 | Blackrock ETF Trust | 216.5K | $12.60M | 4.3% | −11.0K | Reduced |
| 5 | Wisdomtree Tr | 234.8K | $11.82M | 4.0% | +226.9K | Added |
| 6 | Apple Inc | 33.7K | $8.54M | 2.9% | +34 | Added |
| 7 | Spdr S&P 500 ETF Tr | 11.8K | $7.65M | 2.6% | −8.6K | Reduced |
| 8 | Janus Detroit Str Tr | 135.2K | $6.61M | 2.2% | −108.0K | Reduced |
| 9 | Amazon Com Inc | 28.1K | $5.86M | 2.0% | −244 | Reduced |
| 10 | Vanguard Specialized Funds | 25.9K | $5.58M | 1.9% | +959 | Added |
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