Cogentblue Wealth Advisors
$175M 13F equity value
108 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cogentblue Wealth Advisors 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 |
|---|---|---|---|---|
| AVDV | AMERICAN CENTY ETF TR | 245,635 | $25M | 14.5% |
| ITOT | ISHARES TR | 64,058 | $11M | 6.0% |
| VGIT | VANGUARD SCOTTSDALE FDS | 173,475 | $10M | 5.9% |
| DUHP | DIMENSIONAL ETF TRUST | 239,033 | $10M | 5.7% |
| DFGR | DIMENSIONAL ETF TRUST | 258,053 | $7M | 4.3% |
| DIHP | DIMENSIONAL ETF TRUST | 213,050 | $7M | 4.2% |
| IDEV | ISHARES TR | 80,021 | $7M | 4.1% |
| DFAT | DIMENSIONAL ETF TRUST | 86,651 | $6M | 3.5% |
| BSVO | EA SERIES TRUST | 195,926 | $6M | 3.3% |
| DFEM | DIMENSIONAL ETF TRUST | 131,403 | $5M | 3.1% |
Track Cogentblue Wealth Advisors's 13F portfolio: $175M in reported holdings, 108 positions. Top holdings and quarterly changes on SentiSense.
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