Cooke Wealth Management, LLC - Portfolio Stock Holdings
Cooke Wealth Management, LLC disclosed 40 stock positions in a recent SEC 13F filing. $119,605,959 of stock holdings were filed, with the largest holdings including VTI, SCHF, and SPSB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $136,851,490 and has 3 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:
40Est. Stock Holding Value:
$119,605,959Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cooke Wealth Management, 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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