Bogart Wealth
$2.9B 13F equity value
2,109 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bogart Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 287,374 | $197M | 6.8% |
| ACWI | ISHARES MSCI ACWI ETF | 1,049,707 | $165M | 5.7% |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 1,202,952 | $164M | 5.6% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 2,429,786 | $120M | 4.1% |
| BND | VANGUARD TOTAL BOND MARKET ETF | 1,614,048 | $118M | 4.1% |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 1,248,235 | $103M | 3.5% |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | 2,172,807 | $102M | 3.5% |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 2,339,266 | $101M | 3.5% |
| QQQM | INVESCO NASDAQ 100 ETF | 267,482 | $81M | 2.8% |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 1,716,003 | $81M | 2.8% |
Track Bogart Wealth's 13F portfolio: $2.9B in reported holdings, 2,109 positions. Top holdings and quarterly changes on SentiSense.
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