Vigil Wealth Management, LLC - Portfolio overview

Vigil Wealth Management, LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 9.97%
2. DFAC - DIMENSIONAL ETF TRUST, 9.55%
3. CGUS - CAPITAL GROUP CORE EQUITY ET, 9.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.