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Portfolio (Quarterly) Guide ↗

CogentBlue Wealth Advisors, LLC

· CIK 0002054047
13F Portfolio $175M AUM 103 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 39 Added 22 Reduced 5 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVDV AMERICAN CENTY ETF TR 245,635.0 $25.3M 14.50% -14K -5.3% $103.05 +9.1%
2 DIHP DIMENSIONAL ETF TRUST 213,050.0 $7.3M 4.17% -11K -4.8% $34.12 +3.6%
3 IDEV ISHARES TR 80,021.0 $7.1M 4.08% -3K -3.6% $89.01 +4.4%
4 DFAT DIMENSIONAL ETF TRUST 86,651.0 $6.1M 3.47% -3K -2.8% $69.90 +1.8%
5 VTI VANGUARD INDEX FDS 13,473.0 $5.0M 2.86% -546.0 -3.9% $370.04 +2.5%
6 VEA VANGUARD TAX-MANAGED FDS 57,784.0 $4.1M 2.36% -996.0 -1.7% $71.25 +2.5%
7 EFV ISHARES TR 30,977.0 $2.4M 1.36% -724.0 -2.3% $76.55 +6.8%
8 IEMG ISHARES INC 20,799.0 $1.7M 0.99% -549.0 -2.6% $82.84 -1.2%
9 AVUV AMERICAN CENTY ETF TR 9,149.0 $1.1M 0.65% -1K -13.3% $124.76 +0.6%
10 DFIV DIMENSIONAL ETF TRUST 20,471.0 $1.1M 0.63% -129.0 -0.6% $54.02 +7.3%
11 VWO VANGUARD INTL EQUITY INDEX F 18,423.0 $1.1M 0.63% -2K -7.6% $59.69 +1.8%
12 SPTM SPDR SERIES TRUST 8,574.0 $778K 0.45% -92.0 -1.1% $90.79 +2.7%
13 SLYV SPDR SERIES TRUST 6,519.0 $711K 0.41% -35.0 -0.5% $109.12 +0.5%
14 EEM ISHARES TR 8,930.0 $611K 0.35% -404.0 -4.3% $68.41 -1.9%
15 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,845.0 $536K 0.31% -137.0 -6.9% $290.62 -9.6%
16 IEI ISHARES TR 4,232.0 $497K 0.28% -159.0 -3.6% $117.44 -1.1%
17 ICICI BANK LIMITED 12,212.0 $355K 0.20% -6K -32.3% $29.03
18 SAN BANCO SANTANDER SA Financial Services 22,417.0 $309K 0.18% -2K -6.3% $13.80 +6.3%
19 MA MASTERCARD INCORPORATED Financial Services 517.0 $266K 0.15% -24.0 -4.4% $513.60 +15.9%
20 PG PROCTER & GAMBLE CO Consumer Defensive 1,699.0 $249K 0.14% -118.0 -6.5% $146.65 -2.0%
Page 1 of 2  ·  22 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 68.3%
Financial Services 13.9%
Industrials 8.7%
Consumer Cyclical 5.7%
Consumer Defensive 2.8%
Communication Services 0.7%