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Portfolio (Quarterly) Guide ↗

Cogent Private Wealth, Inc.

· CIK 0002078392
13F Portfolio $160M AUM 117 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 40 Added 29 Reduced 2 Exited
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGCB DIMENSIONAL ETF TRUST 42,645.0 $2.3M 1.46% -36K -45.6% $54.67 -2.7%
22 IAU ISHARES GOLD TR Financial Services 30,374.0 $2.3M 1.43% NEW $75.51 +11.0%
23 VPLS VANGUARD MALVERN FDS 28,267.0 $2.2M 1.37% $77.58 -1.4%
24 AVEM AMERICAN CENTY ETF TR 21,994.0 $2.1M 1.33% +1K +6.4% $96.49 -1.8%
25 DFUV DIMENSIONAL ETF TRUST 30,624.0 $1.7M 1.05% -722.0 -2.3% $55.01 +4.0%
26 BNDX VANGUARD CHARLOTTE FDS 33,123.0 $1.6M 1.00% -188.0 -0.6% $48.43 -1.7%
27 VCRB VANGUARD MALVERN FDS 19,919.0 $1.5M 0.96% $77.23 -1.5%
28 GLD SPDR GOLD TR Financial Services 4,138.0 $1.5M 0.95% -4K -51.0% $368.38 +11.0%
29 TSLA TESLA INC Consumer Cyclical 3,476.0 $1.5M 0.91% +187.0 +5.7% $420.60 -17.1%
30 AMZN AMAZON COM INC Consumer Cyclical 5,685.0 $1.4M 0.85% +735.0 +14.8% $238.34 +11.8%
31 GOOGL ALPHABET INC Communication Services 3,647.0 $1.3M 0.81% +298.0 +8.9% $357.33 -3.0%
32 SHYG ISHARES TR 29,299.0 $1.2M 0.78% $42.41 -0.3%
33 BND VANGUARD BD INDEX FDS 16,838.0 $1.2M 0.77% -326.0 -1.9% $73.41 -1.5%
34 JPM JPMORGAN CHASE & CO Financial Services 3,349.0 $1.1M 0.69% +254.0 +8.2% $327.36 +9.2%
35 SHY ISHARES TR 13,246.0 $1.1M 0.68% $82.11 -0.3%
36 GOOG ALPHABET INC 3,017.0 $1.1M 0.67% +82.0 +2.8% $353.33
37 MU MICRON TECHNOLOGY INC Technology 908.0 $1.0M 0.66% +146.0 +19.2% $1154.29 -19.2%
38 BERKSHIRE HATHAWAY INC DEL 2,094.0 $1.0M 0.66% $500.39
39 XOM EXXON MOBIL CORP Energy 7,536.0 $1.0M 0.64% +688.0 +10.1% $136.72 +14.6%
40 DFLV DIMENSIONAL ETF TRUST 25,652.0 $1.0M 0.63% +7K +37.1% $39.54 +5.9%
Page 2 of 6  ·  117 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 45.4%
Financial Services 22.4%
Consumer Cyclical 10.4%
Communication Services 6.7%
Healthcare 5.7%
Energy 3.4%
Industrials 3.0%
Consumer Defensive 2.1%
Utilities 0.9%