We are live on ! Find out more
VPW

Vaquero Private Wealth Portfolio holdings

AUM $486M
This Fund
S&P 500
This Quarter Est. Return
+17.46%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
Cap. Flow
+$473M
Cap. Flow %
97.43%
Top 10 Hldgs %
37.62%
Holding
194
New
194
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 9.28%
2 Consumer Staples 3.37%
3 Communication Services 2.58%
4 Consumer Discretionary 2.11%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QTEC icon
26
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.56B
$5.87M 1.21%
+17,538
New +$5.02M
QDEF icon
27
FlexShares Quality Dividend Defensive Index Fund
QDEF
$545M
$5.8M 1.19%
+66,639
New +$5.69M
FDN icon
28
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.96B
$5.7M 1.17%
+21,514
New +$5.68M
AAPL icon
29
Apple
AAPL
$4.79T
$5.62M 1.16%
+19,414
New +$5.55M
VEU icon
30
Vanguard FTSE All-World ex-US ETF
VEU
$66.5B
$5.51M 1.13%
+65,772
New +$5.38M
FSIG icon
31
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.51B
$5.46M 1.12%
+289,470
New +$5.48M
MSFT icon
32
Microsoft
MSFT
$2.9T
$5.26M 1.08%
+14,106
New +$5.71M
CAT icon
33
Caterpillar
CAT
$410B
$5.21M 1.07%
+4,890
New +$4.3M
TXN icon
34
Texas Instruments
TXN
$268B
$5.12M 1.05%
+17,187
New +$4.77M
FMHI icon
35
First Trust Municipal High Income ETF
FMHI
$986M
$4.93M 1.01%
+101,674
New +$4.89M
FUMB icon
36
First Trust Ultra Short Duration Municipal ETF
FUMB
$245M
$4.77M 0.98%
+237,797
New +$4.77M
SHYD icon
37
VanEck Short High Yield Muni ETF
SHYD
$449M
$4.46M 0.92%
+194,902
New +$4.43M
DELL icon
38
Dell
DELL
$285B
$4.4M 0.91%
+10,201
New +$2.95M
LGOV icon
39
First Trust Long Duration Opportunities ETF
LGOV
$624M
$4.4M 0.9%
+205,385
New +$4.41M
XLF icon
40
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$3.85M 0.79%
+71,803
New +$3.73M
XOM icon
41
ExxonMobil
XOM
$640B
$3.69M 0.76%
+26,981
New +$4.04M
MBB icon
42
iShares MBS ETF
MBB
$39B
$3.54M 0.73%
+37,444
New +$3.54M
JGRO icon
43
JPMorgan Active Growth ETF
JGRO
$9.64B
$3.45M 0.71%
+34,949
New +$3.31M
VEA icon
44
Vanguard FTSE Developed Markets ETF
VEA
$228B
$3.29M 0.68%
+46,187
New +$3.22M
FMB icon
45
First Trust Managed Municipal ETF
FMB
$2.04B
$3.21M 0.66%
+62,463
New +$3.19M
JPM icon
46
JPMorgan Chase
JPM
$926B
$3.2M 0.66%
+9,767
New +$3.03M
VWO icon
47
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$3.12M 0.64%
+52,309
New +$3.07M
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$125B
$2.87M 0.59%
+23,144
New +$2.79M
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.87M 0.59%
+37,169
New +$2.73M
AVGO icon
50
Broadcom
AVGO
$1.89T
$2.8M 0.58%
+7,404
New +$2.97M

Similar funds

Vaquero Private Wealth's Q2 2026 Portfolio in Review

Q2 2026 is the first quarter with a 13F filing on record for Vaquero Private Wealth, which disclosed 194 positions worth $486M. Its ten largest holdings account for 38% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 66,930 shares worth $50.1M.

By sector, the portfolio is most concentrated in Technology at 9.3% of assets, followed by Consumer Staples and Communication Services.

  • Vaquero Private Wealth's largest Q2 2026 buy was iShares Core S&P 500 ETF: 66,930 shares worth $50.1M.
  • Vaquero Private Wealth's ten largest holdings make up 38% of its $486M portfolio in Q2 2026.
  • Vaquero Private Wealth disclosed 194 positions in Q2 2026, its first 13F filing on record.

Based on Vaquero Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.