Vigil Wealth Management, LLC

All 13F Filings

Location
Ponte Vedra Beach, FL
Most recent 13F
Q2 2026
Holdings value ($000)
140,196
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 81 140,196 13F-HR Vigil Wealth Management, LLC
Q1 2026 4/21/2026 75 123,729 13F-HR Vigil Wealth Management, LLC
Q4 2025 2/10/2026 77 120,265 13F-HR Vigil Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 64.43 K 46.0% 8.314 K 0 8.314 K
ETFs 70.97 K 50.6% 8.392 K 0 8.392 K
Debt 4.797 K 3.4% 0 241 -241
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
140,196
Holdings
81
QoQ value change ($000)
16,467 (13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.