Bogart Wealth, LLC: 13F holdings
CIK 17157402026Q2
| Positions | 2,011 |
|---|
| Reported value | $2.9bn |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 2,011 (+188 vs prior quarter) |
|---|
| Reported value | $2.9bn (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P 500 ETF | 287,374 | $197.4m | 6.8% |
| ACWI ISHARES MSCI ACWI ETF | 1,049,707 | $164.8m | 5.6% |
| XOM EXXONMOBIL HOLDINGS CORP COM SHS | 1,202,952 | $164.5m | 5.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE ETF | 2,429,786 | $119.7m | 4.1% |
| BND VANGUARD TOTAL BOND MARKET ETF | 1,614,048 | $118.5m | 4.1% |
| JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 1,248,235 | $103.0m | 3.5% |
| UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF | 2,172,807 | $101.8m | 3.5% |
| RECS COLUMBIA RESEARCH ENHANCED CORE ETF | 2,339,266 | $101.2m | 3.5% |
| QQQM INVESCO NASDAQ 100 ETF | 267,482 | $81.0m | 2.8% |
| JCPB JPMORGAN CORE PLUS BOND ETF | 1,716,003 | $80.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1715740")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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