Vigilare Wealth Management

CIK

1730889

Location

SCOTTSDALE, AZ

Portfolio Value

Micro $869,850

Diversification

Diversified

Filing Date

Global Rank

#5,663 / 8,232 ▼ 290

Top Industry

Consumer Electronics 12.1%

3Y Alpha vs SPY

-1.7%

Period ended 2 months ago

Filed Apr 1, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.2%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

−7.1 pts

Top 5

38.2%

−10.1 pts

Top 10

55.5%

−10.0 pts

HHI

424

Diversified−243

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.9%	$16,998,866	9
Unclassified	17.6%	$15,050,372	4
Consumer Cyclical	13.2%	$11,323,496	7
Industrials	10.8%	$9,213,913	10
Financial Services	10.6%	$9,096,844	9
Consumer Defensive	8.6%	$7,314,799	7
Communication Services	8.0%	$6,880,711	4
Healthcare	5.3%	$4,493,551	7
Energy	2.6%	$2,214,636	3
Basic Materials	2.4%	$2,059,497	4
Utilities	1.0%	$869,850	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
IBRX	ImmunityBio, Inc.	+6,120	16,820	$129,009
ABBV	AbbVie Inc.	+899	3,240	$704,667
CCJ	Cameco Corp	+646	10,874	$1,181,025
PM	Philip Morris International Inc.	+427	1,984	$328,034
TSLA	Tesla, Inc.	+312	8,049	$2,992,215
JNJ	Johnson & Johnson	+295	5,962	$1,457,351
GE	General Electric Co	+256	2,721	$772,138
SATS	EchoStar CORP	+202	5,188	$607,359
NUE	Nucor Corp	+116	2,486	$420,382
GEV	GE Vernova Inc.	+92	3,738	$3,262,900
TJX	Tjx Companies Inc /De/	+75	2,708	$432,467
AAPL	Apple Inc.	+34	33,652	$8,540,541
BRK-B	Berkshire Hathaway Inc	+25	1,030	$493,576
GS	Goldman Sachs Group Inc	+25	1,516	$1,282,520
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−37,460	11,946	$5,140,244
SPY	Spdr S&P 500 ETF Trust	−8,607	11,756	$7,645,397
NFLX	Netflix Inc	−6,004	2,150	$206,722
QQQ	Invesco Qqq Trust, Series 1	−5,857	3,415	$1,971,069
PANW	Palo Alto Networks Inc	−3,070	1,666	$267,093
SCHW	Schwab Charles Corp	−2,336	7,363	$691,974
PLTR	Palantir Technologies Inc.	−1,950	8,592	$1,256,837
MSFT	Microsoft Corp	−1,359	7,488	$2,771,832
JPM	Jpmorgan Chase & Co	−1,248	6,852	$2,015,584
BNY	Bank of New York Mellon Corp	−910	2,013	$238,802
GOOGL	Alphabet Inc.	−370	19,169	$5,512,237
NVDA	Nvidia Corp	−333	17,675	$3,082,520
PG	PROCTER & GAMBLE Co	−294	5,977	$863,317
AMZN	Amazon Com Inc	−244	28,134	$5,859,468
SHW	Sherwin Williams Co	−242	1,530	$490,441
META	Meta Platforms, Inc.	−184	969	$554,393
AEP	American Electric Power Co Inc	−144	4,229	$554,337
ALB	Albemarle Corp	−53	5,230	$938,941
COST	Costco Wholesale Corp /New	−50	2,440	$2,431,289
LHX	L3harris Technologies, Inc. /De/	−27	2,735	$943,985
HD	Home Depot, Inc.	−23	3,762	$1,237,284
ISRG	Intuitive Surgical Inc	−23	470	$216,665
DIA	Spdr Dow Jones Industrial Average ETF Trust	−19	634	$293,662
V	Visa Inc.	−9	4,416	$1,334,691
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	2,739	$676,752
KO	Coca Cola Co	7,112	$540,867
EMR	Emerson Electric Co	3,700	$484,774
PWR	Quanta Services, Inc.	862	$473,255
JCI	Johnson Controls International plc	2,842	$372,159
OKE	Oneok Inc /New/	3,948	$356,859
LITE	Lumentum Holdings Inc.	399	$280,401
MNST	Monster Beverage Corp	3,681	$266,725
MRK	Merck & Co., Inc.	1,785	$214,717
DE	Deere & Co	380	$214,054
APD	Air Products & Chemicals, Inc.	722	$209,733
CRWV	CoreWeave, Inc.	2,629	$203,668
KLAC	Kla Corp	137	$201,720
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
FSLR	First Solar, Inc.	2,421	$632,437
HOOD	Robinhood Markets, Inc.	4,639	$524,670
DAL	Delta Air Lines, Inc.	5,079	$352,482
APP	AppLovin Corp	478	$322,085
UBER	Uber Technologies, Inc	3,696	$302,000
FCX	Freeport-Mcmoran Inc	5,925	$300,930
INTU	Intuit Inc.	445	$294,776
VST	Vistra Corp.	1,658	$267,485
AAAU	Goldman Sachs Physical Gold ETF	5,350	$227,642
FIS	Fidelity National Information Services, Inc.	3,062	$203,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $869,850 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
AEP	American Electric Power Co Inc Utilities	Reduced	4,229	-144	$554,337	+9.9%	63.73%
NEE	Nextera Energy Inc Utilities	Held	3,397	0	$315,513	+15.7%	36.27%