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Vigil Wealth Management

Latest statistics and disclosures from Vigil Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107625

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Positions held by Vigil Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vigil Wealth Management

Vigil Wealth Management holds 75 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	10.0	$12M	290k	42.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.5	$12M	304k	38.86	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	9.5	$12M	305k	38.42	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.7	$8.3M	184k	45.12	View chart
Philip Morris International (PM)	6.5	$8.1M	49k	165.34	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	5.2	$6.5M	161k	40.19	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.6	$5.7M	211k	27.23	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	4.2	$5.2M	231k	22.34	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	4.1	$5.0M	192k	26.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$3.4M	5.3k	653.25	View chart
Tapestry (TPR)	2.4	$2.9M	21k	141.11	View chart
Apple (AAPL)	1.9	$2.3M	9.1k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$2.3M	8.0k	286.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.7	$2.1M	44k	47.88	View chart
Nushares Etf Tr Get Opp Etf (NUGO)	1.7	$2.1M	58k	35.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.5	$1.9M	8.8k	213.67	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$1.8M	51k	35.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$1.7M	3.9k	426.42	View chart
Ventas (VTR)	1.3	$1.6M	20k	81.78	View chart
Altria (MO)	1.3	$1.6M	24k	65.99	View chart
Canadian Natural Resources (CNQ)	1.2	$1.5M	30k	48.73	View chart
Caterpillar (CAT)	1.0	$1.2M	1.8k	708.54	View chart
Enbridge (ENB)	0.9	$1.1M	20k	54.14	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$1.1M	15k	70.91	View chart
Morgan Stanley Com New (MS)	0.8	$1.0M	6.2k	164.57	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.7	$911k	12k	75.09	View chart
Amazon (AMZN)	0.7	$895k	4.3k	208.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$802k	7.1k	113.11	View chart
Kinder Morgan (KMI)	0.6	$691k	21k	33.53	View chart
John Hancock Exchange Traded International Hi (JHID)	0.5	$670k	17k	40.52	View chart
Exxon Mobil Corporation (XOM)	0.5	$601k	3.5k	169.66	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$559k	12k	47.03	View chart
Microsoft Corporation (MSFT)	0.4	$534k	1.4k	370.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$510k	1.2k	430.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$501k	7.8k	64.08	View chart
Ubs Group SHS (UBS)	0.4	$496k	13k	39.07	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$481k	6.8k	71.13	View chart
Pepsi (PEP)	0.4	$477k	3.1k	155.29	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.4	$449k	15k	29.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$446k	4.4k	102.25	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$423k	1.0k	407.69	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.3	$421k	10k	40.74	View chart
NVIDIA Corporation (NVDA)	0.3	$421k	2.4k	174.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$406k	624.00	650.34	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.3	$399k	2.5k	158.87	View chart
General Motors Company (GM)	0.3	$387k	5.2k	74.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$384k	7.4k	51.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$382k	6.7k	56.68	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$374k	9.6k	38.96	View chart
Uber Technologies (UBER)	0.3	$368k	5.1k	71.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$361k	2.4k	148.10	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$347k	5.1k	67.59	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$340k	10k	33.37	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$319k	4.1k	77.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$315k	981.00	320.81	View chart
Tc Energy Corp (TRP)	0.3	$313k	5.0k	62.60	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$311k	7.4k	42.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$307k	1.2k	247.95	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.2	$302k	7.7k	39.32	View chart
Dow (DOW)	0.2	$286k	6.9k	41.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$275k	629.00	436.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$262k	1.8k	142.45	View chart
Colgate-Palmolive Company (CL)	0.2	$258k	3.0k	85.23	View chart
JPMorgan Chase & Co. (JPM)	0.2	$247k	839.00	294.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$245k	2.7k	90.53	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$244k	2.6k	92.76	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$241k	1.7k	145.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$226k	1.1k	215.06	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$226k	4.6k	49.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$222k	385.00	577.18	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$220k	6.1k	35.90	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$207k	14k	14.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$203k	2.3k	87.84	View chart
Procept Biorobotics Corp (PRCT)	0.2	$200k	8.0k	25.01	View chart
Cleveland-cliffs (CLF)	0.1	$85k	10k	8.45	View chart

Past Filings by Vigil Wealth Management

SEC 13F filings are viewable for Vigil Wealth Management going back to 2026

Vigil Wealth Management 2026 Q1 filed April 21, 2026

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