CogentBlue Wealth Advisors, LLC - Portfolio Stock Holdings
CogentBlue Wealth Advisors, LLC disclosed 104 stock positions in a recent SEC 13F filing. $106,520,375 of stock holdings were filed, with the largest holdings including AVDV, ITOT, and VGIT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $606,032,219 and has 5 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:
104Est. Stock Holding Value:
$106,520,375Top Stock Holdings By Sector
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Portfolio Stock Holdings - CogentBlue Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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