Vigilare Wealth Management

Q2 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    119

  • Value ($000)

    $266,728

  • Date Filed
    07/18/2025
  • Form type
    13F-HR
  • CIK
    0001730889
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SGOV
SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

ETF
$40.99M
15 %

407,137

GQ9
GQ9

SPDR GOLD ETF

ETF
$20.57M
8 %

67,487

SPMO
SPMO

INVESCO S&P 500 MOMENTUM ETF

ETF
$15.35M
6 %

136,473

STIP
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
$12.39M
5 %

120,369

SHY
SHY

ISHARES 1-3 YR TREASURY BOND ETF

ETF
$11.67M
4 %

140,813

SPHQ
SPHQ

INVESCO S&P 500 QUALITY ETF

ETF
$9.08M
3 %

127,435

VB
VB

VANGUARD SMALL CAP ETF

ETF
$8.87M
3 %

37,437

USFR
USFR

WISDOMTREE FLOATING RATE TREASURY FUND

ETF
$7.56M
3 %

150,211

IEFA
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$7.53M
3 %

90,164

IWV
IWV

ISHARES RUSSELL 3000 ETF

ETF
$7.45M
3 %

21,230

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