CogentBlue Wealth Advisors, LLC - Portfolio Stock Holdings
CogentBlue Wealth Advisors, LLC disclosed 108 stock positions in a recent SEC 13F filing. $174,534,618 of stock holdings were filed, with the largest holdings including AVDV, ITOT, and VGIT. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
108Est. Stock Holding Value:
$174,534,618Top Stock Holdings By Sector
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Portfolio Stock Holdings - CogentBlue Wealth Advisors, LLC
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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