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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 2 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 20,799.0 $1.7M 0.99% -549.0 -2.6% $82.84 -1.2%
22 MSFT MICROSOFT CORP Technology 4,239.0 $1.6M 0.91% +99.0 +2.4% $373.02 +37.7%
23 DFNM DIMENSIONAL ETF TRUST 25,982.0 $1.3M 0.72% +2K +9.6% $48.34 -1.7%
24 ASX ASE TECHNOLOGY HLDG CO LTD Technology 27,605.0 $1.2M 0.71% +784.0 +2.9% $45.12 -16.3%
25 ASML ASML HLDG NV Technology 601.0 $1.2M 0.69% +6.0 +1.0% $1989.44 -14.7%
26 AVUV AMERICAN CENTY ETF TR 9,149.0 $1.1M 0.65% -1K -13.3% $124.76 +0.6%
27 DFIV DIMENSIONAL ETF TRUST 20,471.0 $1.1M 0.63% -129.0 -0.6% $54.02 +7.3%
28 VWO VANGUARD INTL EQUITY INDEX F 18,423.0 $1.1M 0.63% -2K -7.6% $59.69 +1.8%
29 MU MICRON TECHNOLOGY INC Technology 947.0 $1.1M 0.63% +157.0 +19.9% $1154.29 -19.2%
30 XHLF BONDBLOXX ETF TRUST 21,312.0 $1.1M 0.61% NEW $50.30 -0.0%
31 UMC UNITED MICROELECTRONICS CORP Technology 35,430.0 $964K 0.55% +6K +19.1% $27.21 -27.3%
32 ETN EATON CORP PLC Industrials 2,140.0 $912K 0.52% +30.0 +1.4% $426.13 -5.5%
33 AVGO BROADCOM INC Technology 2,395.0 $905K 0.52% +286.0 +13.6% $377.70 -2.4%
34 AVEM AMERICAN CENTY ETF TR 8,602.0 $830K 0.48% +586.0 +7.3% $96.49 -1.8%
35 DISV DIMENSIONAL ETF TRUST 19,821.0 $795K 0.46% $40.13 +11.1%
36 SPTM SPDR SERIES TRUST 8,574.0 $778K 0.45% -92.0 -1.1% $90.79 +2.7%
37 SPDW SPDR INDEX SHS FDS 15,062.0 $759K 0.43% +120.0 +0.8% $50.39 +2.9%
38 DFAC DIMENSIONAL ETF TRUST 16,784.0 $745K 0.43% $44.36 +2.8%
39 VTV VANGUARD INDEX FDS 3,351.0 $730K 0.42% NEW $217.91 +3.4%
40 BIV VANGUARD BD INDEX FDS 9,399.0 $721K 0.41% NEW $76.70 -1.7%
Page 2 of 6  ·  103 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%