Cogent Private Wealth, Inc.: 13F holdings
CIK 20783922026Q2
| Positions | 117 |
|---|
| Reported value | $160.0m |
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| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 117 (+19 vs prior quarter) |
|---|
| Reported value | $160.0m (+15.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVIG AMERICAN CENTY ETF TR | 273,103 | $11.3m | 7.1% |
| AMERICAN CENTY ETF TR | 145,179 | $10.6m | 6.6% |
| DFAX DIMENSIONAL ETF TRUST | 210,347 | $7.7m | 4.8% |
| AVUS AMERICAN CENTY ETF TR | 53,211 | $6.8m | 4.3% |
| AOR ISHARES TR | 88,416 | $6.1m | 3.8% |
| DFCF DIMENSIONAL ETF TRUST | 128,685 | $5.4m | 3.4% |
| AMERICAN CENTY ETF TR | 51,846 | $5.1m | 3.2% |
| DUSB DIMENSIONAL ETF TRUST | 98,559 | $5.0m | 3.1% |
| VOO VANGUARD INDEX FDS | 6,407 | $4.4m | 2.8% |
| NVDA NVIDIA CORPORATION | 18,428 | $3.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2078392")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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