Long-term investor

Vigilare Wealth Management @vigilarewealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730889).

Record

  • Tracked since 2025-03-31 (525 days), 241 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.1% · 6 months +6.6% · 1 year +16.1% · all +16.1%
  • Max drawdown -1.6% · Sharpe 1.09 · win rate 18% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SGOV · 22.2% · long · since 2025-03-31
  • BIL · 5.6% · long · since 2025-03-31
  • SPHQ · 5.4% · long · since 2025-03-31
  • VIG · 5.0% · long · since 2025-03-31
  • PYLD · 3.9% · long · since 2025-09-30
  • DYNF · 3.5% · long · since 2025-09-30
  • VNLA · 3.3% · long · since 2025-12-31
  • AAPL · 3.0% · long · since 2025-03-31
  • SPLV · 2.6% · long · since 2025-03-31
  • JPIE · 2.6% · long · since 2025-12-31
  • RSP · 2.4% · long · since 2025-03-31
  • GOOGL · 2.0% · long · since 2025-03-31

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