Vigilare Wealth Management
SEC Form 13F institutional filer · CIK 0001730889
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
58.5%
Vigilare Wealth Management — $119M AUM allocation strategy
Vigilare Wealth Management files SEC Form 13F and reports $119M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Financials 24.1%, followed by Information Technology 12.0% and Consumer Discretionary 7.4%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Vigilare Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$119M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +43.6K sh · −$5.53M+$IWM +3.24K sh · −$2.29M+$ABBV +899 sh · +$170K
Biggest trims (shares)
−$IVV −64.9K sh · −$6.78M−$SCHW −28.4K sh · −$1.03M−$SPY −8.61K sh · −$6.24M
Exited to nil (held last quarter, gone now)
$FSLR ($632K last qtr)$HOOD ($525K last qtr)$SPGI ($488K last qtr)$XLF ($361K last qtr)$DAL ($352K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks20.4%—
- Technology Hardware, Storage & Peripherals7.2%—
- Broadline Retail4.9%—
- Interactive Media & Services4.6%—
- Consumer Staples Merchandise Retail4.3%—
- Heavy Electrical Equipment2.7%—
- Semiconductors2.6%—
- Automobile Manufacturers2.5%—
- Other holdings50.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 292K | $24.4M | +43.6K | 20.4% |
| $AAPL | Apple Inc | 33.7K | $8.54M | +34 | 7.1% |
| $AMZN | Amazon.com Inc | 28.1K | $5.86M | -244 | 4.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 19.2K | $5.51M | -370 | 4.6% |
| $GEV | GE Vernova Inc | 3.74K | $3.26M | +92 | 2.7% |
| $NVDA | NVIDIA Corporation | 17.7K | $3.08M | -333 | 2.6% |
| $TSLA | Tesla Inc | 8.05K | $2.99M | +312 | 2.5% |
| $MSFT | Microsoft Corporation | 7.49K | $2.77M | -1.36K | 2.3% |
…and 66 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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