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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.5B AUM 1,585 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 172 New 430 Added 344 Reduced 116 Exited
Page 2 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB INTERNATIONAL EQUITY ETF 384,809.0 $9.3M 0.37% -5K -1.3% $24.04 +13.8%
22 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 16,242.0 $9.2M 0.37% -334.0 -2.0% $566.36 -22.3%
23 ORI OLD REP INTL CORP COM Financial Services 200,302.0 $9.1M 0.37% -6K -2.7% $45.64 -13.1%
24 SPG SIMON PPTY GROUP INC NEW COM Real Estate 45,582.0 $8.4M 0.34% -757.0 -1.6% $185.11 +10.3%
25 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 51,588.0 $8.3M 0.33% -17K -24.3% $160.97 -34.8%
26 GILD GILEAD SCIENCES INC COM Healthcare 67,154.0 $8.2M 0.33% -934.0 -1.4% $122.74 +6.3%
27 PWR QUANTA SVCS INC COM Industrials 18,866.0 $8.0M 0.32% -261.0 -1.4% $422.06 +68.2%
28 PHM PULTE GROUP INC COM Consumer Cyclical 57,758.0 $6.8M 0.27% -14K -19.0% $117.26 -0.9%
29 KLAC KLA CORP COM NEW Technology 4,891.0 $5.9M 0.24% -107.0 -2.1% $1214.99 +51.6%
30 VTI VANGUARD TOTAL STOCK MARKET ETF 17,158.0 $5.8M 0.23% -341.0 -1.9% $335.27 +8.9%
31 JAAA JANUS HENDERSON AAA CLO ETF 111,405.0 $5.6M 0.23% -251K -69.2% $50.58 +0.2%
32 AMGN AMGEN INC COM Healthcare 16,789.0 $5.5M 0.22% -310.0 -1.8% $327.32 +3.1%
33 ADI ANALOG DEVICES INC COM Technology 18,356.0 $5.0M 0.20% -11K -36.4% $271.20 +41.7%
34 AMT AMERICAN TOWER CORP NEW COM Real Estate 21,850.0 $3.8M 0.15% -36K -62.0% $175.57 +4.7%
35 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 41,804.0 $2.1M 0.09% -510K -92.4% $50.58 -0.1%
36 ESGU ISHARES ESG AWARE MSCI USA ETF 13,914.0 $2.1M 0.08% -365.0 -2.6% $148.98 +8.7%
37 IVV ISHARES CORE S&P 500 ETF 2,587.0 $1.8M 0.07% -124.0 -4.6% $684.82 +9.0%
38 SCHB SCHWAB U.S. BROAD MARKET ETF 59,003.0 $1.5M 0.06% -1K -1.9% $26.23 +9.0%
39 GOOG ALPHABET INC CAP STK CL C Communication Services 4,335.0 $1.4M 0.06% -106.0 -2.4% $313.79 +22.2%
40 FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF 18,317.0 $1.3M 0.05% -403.0 -2.1% $69.33 +10.6%
Page 2 of 18  ·  344 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 22.2%
Energy 18.4%
Financial Services 15.9%
Healthcare 11.7%
Industrials 8.3%
Communication Services 7.2%
Consumer Defensive 5.5%
Consumer Cyclical 4.7%
Utilities 3.0%
Real Estate 2.9%