Cogent Private Wealth, Inc. - Portfolio Stock Holdings
Cogent Private Wealth, Inc. disclosed 119 stock positions in a recent SEC 13F filing. $159,003,963 of stock holdings were filed, with the largest holdings including AVIG, AVMA, and DFAX. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.We estimate the fund has a total AUM of $250,272,040 and has 8 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:
119Est. Stock Holding Value:
$159,003,963Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cogent Private Wealth, Inc.
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