Vigilare Wealth Management
โขCIK: 1730889โขFiling: Q4 2025
**Vigilare Wealth Management** manages $297M across a diversified portfolio of 116 positions. The strategy exhibits a notable allocation toward income-generating and fixed-income assets, evidenced by the top holdings including PYLD at $35.7M and JPIE at $20.7M. Further diversification is maintained through significant exposure to core indices like SPY ($13.9M) and RSP ($13.8M), alongside real estate and dividend strategies. This structure suggests a focus on capital preservation and consistent yield generation within the current market cycle.
Total AUM
$297.3M
QoQ Performance
+3.0%
Positions
116
Top 10 Concentration
54.8%
Latest Filing
Q4 2025
Top Holdings Allocation
PYLD
JPIE
GQ9
SGOV
PYLD12.0%
JPIE7.0%
GQ96.6%
SGOV5.5%
SPY4.7%
RSP4.7%
DYNF4.7%
VNLA4.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other73.6%
Technology8.5%
ETF6.7%
Consumer5.6%
Financial2.6%
Healthcare1.2%
Industrial1.0%
Materials0.4%
๐ช Exited Positionssold since Q3 2025
+16 more exited positions
Changes from Q3 2025
NEW17 new positions
โ23 increased
โ52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023