Bogart Wealth
$2.6B Assets Reported
1,903 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP COM | 1,216,193 | $206M | 8.0% |
| VOO | VANGUARD S&P 500 ETF | 250,781 | $150M | 5.8% |
| ACWI | ISHARES MSCI ACWI ETF | 1,031,925 | $143M | 5.5% |
| BND | VANGUARD TOTAL BOND MARKET ETF | 1,545,387 | $114M | 4.4% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 2,398,601 | $102M | 3.9% |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | 2,060,745 | $97M | 3.7% |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 1,218,933 | $92M | 3.6% |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 2,286,664 | $89M | 3.4% |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 1,570,632 | $74M | 2.9% |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 1,857,268 | $71M | 2.7% |
Track Bogart Wealth's 13F portfolio: $2.6B in reported holdings, 1,903 positions. Top holdings, AUM, and quarterly changes on SentiSense.