Vigil Wealth Management, LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 32.3% | $11,286,670 |
| Technology | 14.0% | $4,874,546 |
| Consumer Cyclical | 12.7% | $4,448,495 |
| Energy | 10.6% | $3,713,695 |
| Communication Services | 8.7% | $3,038,560 |
| Financial Services | 6.9% | $2,395,079 |
| Industrials | 5.4% | $1,882,743 |
| Real Estate | 5.1% | $1,776,000 |
| Unclassified | 3.4% | $1,172,400 |
| Healthcare | 0.6% | $225,800 |
| Basic Materials | 0.3% | $93,900 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PRCT | PROCEPT BioRobotics Corp | +2,000 | 10,000 | $225,800 | |
| MSFT | Microsoft Corp | +1,227 | 2,670 | $995,963 | |
| GOOGL | Alphabet Inc. | +593 | 8,593 | $3,038,560 | |
| JPM | Jpmorgan Chase & Co | +27 | 866 | $283,467 | |
| CAT | Caterpillar Inc | +15 | 1,768 | $1,882,743 | |
| NU | Nu Holdings Ltd. | +3 | 14,403 | $192,424 | |
| NVDA | Nvidia Corp | +1 | 2,413 | $482,817 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | 2,533 | $396,819 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | 290,027 | $12,337,748 | |
| CGUS | Capital Group Core Equity ETF | 305,373 | $11,732,430 | |
| CGGR | Capital Group Growth ETF | 161,132 | $6,475,895 | |
| CGCB | Capital Group Core Bond ETF | 191,859 | $5,038,217 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7,823 | $501,297 | |
| EUAD | Select STOXX Europe Aerospace & Defense ETF | 10,329 | $420,803 | |
| CGGO | Capital Group Global Growth Equity ETF | 10,184 | $339,840 | |
| DOW | Dow Inc. | 6,877 | $286,427 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,052 | $226,243 | |
| CGDG | Capital Group Dividend Growers ETF | 6,131 | $220,102 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 48,893 | $8,845,232 | 25.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,593 | $3,038,560 | 8.70% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Held | 20,657 | $3,023,771 | 8.66% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,090 | $2,630,282 | 7.53% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,768 | $1,882,743 | 5.39% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 20,000 | $1,776,000 | 5.09% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 24,300 | $1,748,385 | 5.01% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 6,170 | $1,289,776 | 3.69% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Held | 30,000 | $1,185,000 | 3.39% | |
| ENB |
Enbridge Inc
Energy
|
Held | 19,700 | $1,067,937 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 4,296 | $1,023,908 | 2.93% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,670 | $995,963 | 2.85% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 20,600 | $658,582 | 1.89% | |
| UBS |
UBS Group AG
Financial Services
|
Held | 12,700 | $629,412 | 1.80% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,413 | $482,817 | 1.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,443 | $470,726 | 1.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 624 | $465,984 | 1.33% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,158 | $426,584 | 1.22% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 3,071 | $415,813 | 1.19% | |
| GM |
General Motors Co
Consumer Cyclical
|
Held | 5,200 | $400,816 | 1.15% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 2,533 | $396,819 | 1.14% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 5,109 | $368,665 | 1.06% | |
| TRP |
Tc Energy Corp
Energy
|
Held | 5,000 | $331,450 | 0.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 866 | $283,467 | 0.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 380 | $279,832 | 0.80% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 3,024 | $277,240 | 0.79% | |
| PRCT |
PROCEPT BioRobotics Corp
Healthcare
|
Added | 10,000 | $225,800 | 0.65% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 14,403 | $192,424 | 0.55% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Held | 10,000 | $93,900 | 0.27% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.