Sign In
test

Jason Polit

Vigilare Wealth Management

Assets Managed
$326.228M
Holdings
123
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
10.23%(2Q avg: 4.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Vigilare Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Vigilare Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 326.228M in assets, with a quarterly growth rate of 10.23% and a 2-quarter average growth rate of 4.89%. The portfolio is managed by Jason Polit, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -19.13%
22.25%
$72.562M
720,786 shares@ $100.68 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -24.08%
5.63%
$18.349M
200,228 shares@ $91.64 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -6.68%
5.39%
$17.572M
195,028 shares@ $90.1 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 167.49%
5.04%
$16.421M
69,399 shares@ $236.62 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
New Position
3.88%
$12.63M
476,258 shares@ $26.52 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -23.05%
3.48%
$11.332M
166,618 shares@ $68.01 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Increased 62.92%
3.31%
$10.766M
220,321 shares@ $48.87 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.37%
3%
$9.773M
33,774 shares@ $289.37 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 225.24%
2.63%
$8.568M
114,391 shares@ $74.9 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 122.81%
2.6%
$8.48M
184,139 shares@ $46.06 avg price

1-10 of 123