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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 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDEV ISHARES TR 11,352.0 $1.0M 0.63% $89.01 +4.4%
42 IGSB ISHARES TR 19,182.0 $1.0M 0.63% $52.41 -0.7%
43 DFUS DIMENSIONAL ETF TRUST 11,925.0 $977K 0.61% -973.0 -7.5% $81.94 +2.4%
44 IEMG ISHARES INC 11,717.0 $971K 0.61% $82.84 -1.2%
45 DFNM DIMENSIONAL ETF TRUST 19,970.0 $965K 0.60% $48.34 -1.7%
46 AVRE AMERICAN CENTY ETF TR 18,660.0 $884K 0.55% +134.0 +0.7% $47.38 +0.6%
47 DFGR DIMENSIONAL ETF TRUST 29,910.0 $866K 0.54% $28.97 +0.5%
48 META META PLATFORMS INC Communication Services 1,494.0 $842K 0.53% -70.0 -4.5% $563.32 +2.6%
49 AVGO BROADCOM INC Technology 2,093.0 $791K 0.49% +60.0 +3.0% $377.72 -2.4%
50 DFSV DIMENSIONAL ETF TRUST 20,191.0 $783K 0.49% +1K +6.8% $38.79 +3.0%
51 AVDV AMERICAN CENTY ETF TR 7,446.0 $767K 0.48% $103.05 +9.1%
52 MUB ISHARES TR 6,900.0 $743K 0.46% $107.62 -2.2%
53 AOA ISHARES TR 7,213.0 $704K 0.44% NEW $97.60 +1.6%
54 DUHP DIMENSIONAL ETF TRUST 16,776.0 $700K 0.44% +5K +44.9% $41.73 +1.5%
55 DFEM DIMENSIONAL ETF TRUST 17,204.0 $699K 0.44% $40.64 -0.8%
56 CMBS ISHARES TR 14,152.0 $689K 0.43% $48.65 -0.6%
57 BAC BANK OF AMER CORP Financial Services 11,211.0 $639K 0.40% -2K -12.9% $56.98 +9.4%
58 DISV DIMENSIONAL ETF TRUST 15,852.0 $636K 0.40% $40.13 +11.1%
59 LLY ELI LILLY & CO Healthcare 530.0 $636K 0.40% +57.0 +12.1% $1199.77 -2.2%
60 WDC WESTERN DIGITAL CORP Technology 936.0 $598K 0.37% +152.0 +19.4% $638.72 -28.1%
Page 3 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%