Vigil Wealth Management, LLC

Est. AUM

$123.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$12.3M	290027	9.97%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$11.8M	304067	9.55%	SOLE
3	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$11.7M	305373	9.48%	SOLE
4	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$8.3M	183893	6.71%	SOLE
5	PHILIP MORRIS INTL INC	COM	$8.1M	48893	6.53%	SOLE
6	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.5M	161132	5.23%	SOLE
7	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$5.7M	210458	4.63%	SOLE
8	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$5.2M	230601	4.16%	SOLE
9	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$5.0M	191859	4.07%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$3.4M	5252	2.77%	SOLE
11	TAPESTRY INC	COM	$2.9M	20657	2.36%	SOLE
12	APPLE INC	COM	$2.3M	9109	1.87%	SOLE
13	ALPHABET INC	CAP STK CL C	$2.3M	8000	1.85%	SOLE
14	DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.1M	43557	1.69%	SOLE
15	NUSHARES ETF TR	GET OPP ETF	$2.1M	57580	1.67%	SOLE
16	ISHARES TR	RUS 1000 VAL ETF	$1.9M	8752	1.51%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.8M	50476	1.45%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$1.7M	3905	1.35%	SOLE
19	VENTAS INC	COM	$1.6M	20000	1.32%	SOLE
20	ALTRIA GROUP INC	COM	$1.6M	24300	1.30%	SOLE
21	CANADIAN NAT RES LTD MED TER	COM	$1.5M	30000	1.18%	SOLE
22	CATERPILLAR INC	COM	$1.2M	1753	1.00%	SOLE
23	ENBRIDGE INC	COM	$1.1M	19700	0.86%	SOLE
24	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.1M	14855	0.85%	SOLE
25	MORGAN STANLEY	COM NEW	$1.0M	6170	0.82%	SOLE
26	AMPLIFY ETF TR	AMPLIFY CYBERSEC	$911K	12126	0.74%	SOLE
27	AMAZON COM INC	COM	$895K	4296	0.72%	SOLE
28	ISHARES TR	S&P 500 GRWT ETF	$802K	7091	0.65%	SOLE
29	KINDER MORGAN INC DEL	COM	$691K	20600	0.56%	SOLE
30	JOHN HANCOCK EXCHANGE TRADED	INTERNATIONAL HI	$670K	16535	0.54%	SOLE
31	EXXON MOBIL CORP	COM	$601K	3543	0.49%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	SHS	$559K	11895	0.45%	SOLE
33	MICROSOFT CORP	COM	$534K	1443	0.43%	SOLE
34	SPDR GOLD TR	GOLD SHS	$510K	1185	0.41%	SOLE
35	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$501K	7823	0.40%	SOLE
36	UBS GROUP AG	SHS	$496K	12700	0.40%	SOLE
37	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$481K	6766	0.39%	SOLE
38	PEPSICO INC	COM	$477K	3071	0.39%	SOLE
39	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$449K	15240	0.36%	SOLE
40	ISHARES TR	CORE S&P US VLU	$446K	4364	0.36%	SOLE
41	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$423K	1037	0.34%	SOLE
42	NVIDIA CORPORATION	COM	$421K	2412	0.34%	SOLE
43	SPINNAKER ETF SERIES	SELECT STOXX EUR	$421K	10329	0.34%	SOLE
44	STATE STR SPDR S&P 500 ETF T	TR UNIT	$406K	624	0.33%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$399K	2513	0.32%	SOLE
46	GENERAL MTRS CO	COM	$387K	5200	0.31%	SOLE
47	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$384K	7399	0.31%	SOLE
48	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$382K	6745	0.31%	SOLE
49	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$374K	9590	0.30%	SOLE
50	UBER TECHNOLOGIES INC	COM	$367K	5109	0.30%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.