Bogart Wealth, LLC - Portfolio Stock Holdings
Bogart Wealth, LLC disclosed 2089 stock positions in a recent SEC 13F filing. $2,750,818,905 of stock holdings were filed, with the largest holdings including VOO, ACWI, and CGDV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,190,530,230 and has 50 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
2089Est. Stock Holding Value:
$2,750,818,905Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bogart Wealth, LLC
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Portfolio Options Holdings - Bogart Wealth, LLC
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