Vigil Wealth Management, LLC holds a focused book of 81 stocks worth $140.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Cap Group Municipal Income and trimmed Cap Group US Multi-Sect Bond. Their largest long position is Cap Group Dividend Value at 10% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107625/holdings"
Use Arkolith to show Vigil Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +9.6%, a 1.5-point gap that is the cost of the ~36-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Vigil Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Vigil Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.7B |
| MORGAN STANLEY | 78 / 80 | $471.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $388.2B |
| ROYAL BANK OF CANADA | 78 / 80 | $143.4B |
| LPL Financial LLC | 78 / 80 | $95.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $89.8B |
| Farther Finance Advisors, LLC | 78 / 80 | $2.7B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $71.9B |
Ranked by how many of Vigil Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value SHS CREAT UNIT | $14.6M | 296.6K | 10.4% | ▲+2.3% Added · +7K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $13.9M | 312.8K | 9.9% | ▲+2.9% Added · +9K sh | |
| 3 | Capital Group Core Equity Et SHS CREAT UNIT | $13.8M | 310.8K | 9.9% | ▲+1.8% Added · +5K sh | |
| 4 | Dimensional ETF Trust US CORE EQT MKT | $9.6M | 185.8K | 6.8% | ▲+1.0% Added · +2K sh | |
| 5 | Philip Morris Intl Inc COM | $8.8M | 48.9K | 6.3% | —Held | |
| 6 | Capital Group Growth ETF SHS CREAT UNIT | $7.9M | 168.2K | 5.7% | ▲+4.4% Added · +7K sh | |
| 7 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $5.5M | 201.0K | 3.9% | ▼−4.5% Reduced · −9K sh | |
| 8 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $4.8M | 183.2K | 3.4% | ▼−4.5% Reduced · −9K sh | |
| 9 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $4.8M | 215.1K | 3.4% | ▼−6.7% Reduced · −15K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $3.9M | 5.2K | 2.8% | ▼−1.2% Reduced · −65 sh | |
| 11 | Tapestry Inc COM | $3.0M | 20.7K | 2.2% | —Held | |
| 12 | Alphabet Inc CAP STK CL C | $2.8M | 8.0K | 2.0% | —Held | |
| 13 | Apple Inc COM | $2.6M | 9.1K | 1.9% | ▼−0.2% Reduced · −19 sh | |
| 14 | Nushares ETF TR GET OPP ETF | $2.5M | 57.0K | 1.8% | ▼−1.1% Reduced · −623 sh | |
| 15 | Ishares TR RUS 1000 VAL ETF | $2.1M | 8.7K | 1.5% | ▼~0% Reduced · −4 sh | |
| 16 | Dimensional ETF Trust SHOR DUR FIX ETF | $2.1M | 43.8K | 1.5% | ▲+0.6% Added · +258 sh | |
| 17 | Ishares TR RUS 1000 GRW ETF | $1.9M | 15.3K | 1.4% | ▲+293% Added · +11K sh | |
| 18 | Dimensional ETF Trust INTL CORE EQUITY | $1.9M | 51.0K | 1.4% | ▲+1.0% Added · +495 sh | |
| 19 | Caterpillar Inc COM | $1.9M | 1.8K | 1.3% | ▲+0.8% Added · +15 sh | |
| 20 | Ventas Inc COM | $1.8M | 20.0K | 1.3% | —Held | |
| 21 | Altria Group Inc COM | $1.7M | 24.3K | 1.2% | —Held | |
| 22 | Morgan Stanley COM NEW | $1.3M | 6.2K | 0.9% | —Held | |
| 23 | Amplify ETF TR AMPLIFY CYBERSEC | $1.3M | 12.2K | 0.9% | ▲+0.2% Added · +30 sh | |
| 24 | Canadian Nat Res Ltd Med Ter COM | $1.2M | 30.0K | 0.8% | —Held | |
| 25 | Dimensional ETF Trust US EQUI MARK ETF | $1.2M | 14.2K | 0.8% | ▼−4.1% Reduced · −616 sh | |
| 26 | Enbridge Inc COM | $1.1M | 19.7K | 0.8% | —Held | |
| 27 | Amazon Com Inc COM | $1.0M | 4.3K | 0.7% | —Held | |
| 28 | Microsoft Corp COM | $996K | 2.7K | 0.7% | ▲+85% Added · +1K sh | |
| 29 | Ishares TR S&P 500 GRWT ETF | $975K | 7.1K | 0.7% | —Held | |
| 30 | John Hancock Exchange Traded INTL HIGH ETF | $755K | 18.0K | 0.5% | ▲+9.1% Added · +2K sh | |
| 31 | Kinder Morgan Inc Del COM | $659K | 20.6K | 0.5% | —Held | |
| 32 | UBS Group AG SHS | $629K | 12.7K | 0.4% | —Held | |
| 33 | Dimensional ETF Trust US SMALL CAP ETF | $557K | 6.8K | 0.4% | —Held | |
| 34 | First TR Exchange-Traded FD SHS | $553K | 11.5K | 0.4% | ▼−3.5% Reduced · −415 sh | |
| 35 | First TR Exchange-Traded FD TECH ALPHADEX | $546K | 2.5K | 0.4% | —Held | |
| 36 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $520K | 15.0K | 0.4% | ▼−1.4% Reduced · −206 sh | |
| 37 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $514K | 6.2K | 0.4% | ▲+500% Added · +5K sh | |
| 38 | Nvidia Corporation COM | $483K | 2.4K | 0.3% | ▲~0% Added · +1 sh | |
| 39 | Ishares TR CORE S&P US VLU | $473K | 4.3K | 0.3% | ▼−1.5% Reduced · −66 sh | |
| 40 | Exxon Mobil Corp COM | $471K | 3.4K | 0.3% | ▼−2.8% Reduced · −100 sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $466K | 624 | 0.3% | —Held | |
| 42 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $457K | 6.4K | 0.3% | ▼−18% Reduced · −1K sh | |
| 43 | Spinnaker ETF Series SELE STO EUR ETF | $436K | 10.3K | 0.3% | —Held | |
| 44 | SPDR Gold TR GOLD SHS | $427K | 1.2K | 0.3% | ▼−2.3% Reduced · −27 sh | |
| 45 | Pepsico Inc COM | $416K | 3.1K | 0.3% | —Held | |
| 46 | Ark ETF TR INNOVATION ETF | $415K | 5.1K | 0.3% | —Held | |
| 47 | Capital Grp Fixed Incm ETF T MUN INM ETF | $414K | 15.1K | 0.3% | ▲New New position | |
| 48 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $412K | 9.7K | 0.3% | ▼−4.4% Reduced · −453 sh | |
| 49 | J P Morgan Exchange Traded F EQUITY PREMIUM | $407K | 7.2K | 0.3% | ▲+6.7% Added · +454 sh | |
| 50 | General MTRS Co COM | $401K | 5.2K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.