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Portfolio (Quarterly) Guide ↗

Cogent Private Wealth, Inc.

· CIK 0002078392
13F Portfolio $131M AUM 98 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVSF AMERICAN CENTY ETF TR 37,855.0 $1.8M 1.36% NEW $47.09 -1.2%
22 BNDX VANGUARD CHARLOTTE FDS 34,779.0 $1.7M 1.28% NEW $48.32 -0.7%
23 DFAW DIMENSIONAL ETF TRUST 21,730.0 $1.6M 1.22% NEW $73.98 +10.5%
24 DFUV DIMENSIONAL ETF TRUST 31,337.0 $1.5M 1.11% NEW $46.59 +13.3%
25 AMZN AMAZON COM INC Consumer Cyclical 6,163.0 $1.4M 1.08% NEW $230.82 +16.3%
26 TSLA TESLA INC Consumer Cyclical 3,092.0 $1.4M 1.06% NEW $449.72 -7.2%
27 AVGO BROADCOM INC Technology 3,945.0 $1.4M 1.04% NEW $346.10 +19.8%
28 BND VANGUARD BD INDEX FDS 18,100.0 $1.3M 1.02% NEW $74.07 -1.5%
29 JEPQ J P MORGAN EXCHANGE TRADED F 22,211.0 $1.3M 0.98% NEW $58.12 +3.4%
30 SHYG ISHARES TR 29,299.0 $1.3M 0.96% NEW $42.87 -1.0%
31 AVEM AMERICAN CENTY ETF TR 15,999.0 $1.2M 0.94% NEW $77.02 +20.9%
32 DFAC DIMENSIONAL ETF TRUST 30,698.0 $1.2M 0.93% NEW $39.59 +9.5%
33 HMC HONDA MOTOR LTD Consumer Cyclical 40,751.0 $1.2M 0.92% NEW $29.48 -10.9%
34 AVDE AMERICAN CENTY ETF TR 14,488.0 $1.2M 0.91% NEW $82.32 +10.4%
35 SHY ISHARES TR 13,246.0 $1.1M 0.83% NEW $82.82 -0.8%
36 IGSB ISHARES TR 19,419.0 $1.0M 0.78% NEW $52.88 -1.1%
37 CHYM CHIME FINL INC Financial Services 40,000.0 $1.0M 0.77% NEW $25.17 -28.0%
38 BERKSHIRE HATHAWAY INC DEL 1,998.0 $1.0M 0.77% NEW $502.65
39 DFUS DIMENSIONAL ETF TRUST 12,681.0 $941K 0.72% NEW $74.17 +8.9%
40 IDEV ISHARES TR 11,352.0 $936K 0.71% NEW $82.48 +8.9%
Page 2 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.0%
Financial Services 25.9%
Consumer Cyclical 14.2%
Communication Services 10.7%
Healthcare 4.0%
Consumer Defensive 2.3%
Industrials 1.6%
Energy 1.2%