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Portfolio (Quarterly) Guide ↗

Cogent Private Wealth, Inc.

· CIK 0002078392
13F Portfolio $139M AUM 98 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 50 Added 20 Reduced 10 Exited
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DUHP DIMENSIONAL ETF TRUST 11,576.0 $426K 0.31% -677.0 -5.5% $36.76 +9.6%
62 WFC WELLS FARGO & CO Financial Services 4,730.0 $377K 0.27% +412.0 +9.5% $79.61 -4.8%
63 AVSC AMERICAN CENTY ETF TR 6,005.0 $374K 0.27% $62.30 +8.5%
64 VUG VANGUARD INDEX FDS 856.0 $374K 0.27% -5.0 -0.6% $436.79 -80.0%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 364.0 $363K 0.26% +112.0 +44.4% $996.43 +5.4%
66 DFSD DIMENSIONAL ETF TRUST 7,550.0 $361K 0.26% $47.88 -0.4%
67 C CITIGROUP INC Financial Services 3,128.0 $355K 0.26% +283.0 +9.9% $113.41 +10.4%
68 ABBV ABBVIE INC Healthcare 1,628.0 $354K 0.26% +216.0 +15.3% $217.49 -1.3%
69 RTX RTX CORPORATION Industrials 1,788.0 $345K 0.25% +137.0 +8.3% $192.90 -9.4%
70 VWO VANGUARD INTL EQUITY INDEX F 6,238.0 $337K 0.24% +2K +47.1% $54.05 +8.6%
71 DFAE DIMENSIONAL ETF TRUST 9,270.0 $314K 0.23% -417.0 -4.3% $33.86 +15.2%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 473.0 $308K 0.22% $650.34 +14.2%
73 VUSB VANGUARD BD INDEX FDS 6,103.0 $304K 0.22% -567.0 -8.5% $49.79 -0.1%
74 MAR MARRIOTT INTL INC NEW Consumer Cyclical 881.0 $288K 0.21% NEW $327.07 +13.3%
75 CVX CHEVRON CORPORATION Energy 1,369.0 $283K 0.20% NEW $206.90 -7.7%
76 DFIV DIMENSIONAL ETF TRUST 5,326.0 $281K 0.20% $52.78 +5.7%
77 LRCX LAM RESEARCH CORP Technology 1,275.0 $272K 0.20% NEW $213.66 +41.5%
78 MRK MERCK & CO INC Healthcare 2,260.0 $272K 0.20% NEW $120.30 -3.7%
79 CSCO CISCO SYS INC Technology 3,488.0 $271K 0.20% +643.0 +22.6% $77.59 +52.3%
80 BIV VANGUARD BD INDEX FDS 3,500.0 $270K 0.20% -475.0 -11.9% $77.18 -1.2%
Page 4 of 5  ·  98 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 39.4%
Financial Services 23.9%
Communication Services 10.7%
Consumer Cyclical 9.3%
Healthcare 6.1%
Energy 4.9%
Industrials 2.9%
Consumer Defensive 2.9%