Bogart Wealth, LLC - Portfolio Stock Holdings
Bogart Wealth, LLC disclosed 1888 stock positions in a recent SEC 13F filing. $2,578,471,688 of stock holdings were filed, with the largest holdings including XOM, VOO, and ACWI. This filing represented positions held on March 31, 2026, and was filed on April 28, 2026.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:
March 31, 2026No. of Stocks:
1888Est. Stock Holding Value:
$2,578,471,688Top 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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