Cooksen Wealth, LLC: 13F holdings
CIK 20163932026Q2
| Positions | 45 |
|---|
| Reported value | $158.7m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 45 (+0 vs prior quarter) |
|---|
| Reported value | $158.7m (+15.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES RUSSELL 1000 GROWTH ETF | 206,474 | $25.6m | 16.2% |
| XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 115,698 | $22.0m | 13.9% |
| VTV VANGUARD VALUE ETF | 70,749 | $15.4m | 9.7% |
| XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 126,031 | $6.8m | 4.3% |
| XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 52,242 | $6.1m | 3.9% |
| XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 37,791 | $6.0m | 3.8% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 91,387 | $5.5m | 3.4% |
| XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 29,089 | $5.4m | 3.4% |
| VGK VANGUARD FTSE EUROPE ETF | 60,793 | $5.4m | 3.4% |
| XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 45,674 | $4.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2016393")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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