Vigil Wealth Management, LLC
CIK: 0002107625SEC EDGAR →
Portfolio Value
$120.3M
Holdings
77
As of
Q4 2025
New Positions
77
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | 269,745 | $11.8M | 9.79% |
| 2 | DIMENSIONAL ETF TRUST | 295,213 | $11.7M | 9.72% |
| 3 | CAPITAL GROUP CORE EQUITY ET | 289,777 | $11.7M | 9.69% |
| 4 | DIMENSIONAL ETF TRUST | 180,816 | $8.5M | 7.04% |
| 5 | PHILIP MORRIS INTL INC | 48,865 | $7.8M | 6.52% |
| 6 | CAPITAL GROUP GROWTH ETF | 131,357 | $5.8M | 4.86% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 195,694 | $5.4M | 4.49% |
| 8 | CAPITAL GRP FIXED INCM ETF T | 213,593 | $4.8M | 4.02% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 177,325 | $4.7M | 3.91% |
| 10 | ISHARES TR | 5,396 | $3.7M | 3.07% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $90.2M | 75.0% |
| Unknown | 7 | $11.5M | 9.6% |
| Technology | 5 | $4.4M | 3.7% |
| Energy | 6 | $4.3M | 3.6% |
| Consumer Cyclical | 3 | $3.7M | 3.1% |
| Communication Services | 1 | $2.5M | 2.1% |
| Consumer Defensive | 3 | $2.1M | 1.7% |
| Industrials | 1 | $992K | 0.8% |
| Basic Materials | 2 | $445K | 0.4% |