COGENT STRATEGIC WEALTH LLC - Portfolio Stock Holdings
COGENT STRATEGIC WEALTH LLC disclosed 61 stock positions in a recent SEC 13F filing. $105,089,411 of stock holdings were filed, with the largest holdings including DFAC, BSVO, and DFAT. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $336,022,621 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
61Est. Stock Holding Value:
$105,089,411Top Stock Holdings By Sector
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Portfolio Stock Holdings - COGENT STRATEGIC WEALTH LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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