Cogentblue Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationknoxville, TN
- CIK0002054047
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
73 | $130.59 M | AVDV, VANGUARD SCOTTSDALE FDS, DUHP, ITOT | 13F-HR | Jul 17, 2025 | 000108514625003908 | ||
67 | $113.89 M | AVDV, VANGUARD SCOTTSDALE FDS, DUHP, ITOT | 13F-HR | Apr 17, 2025 | 000108514625002141 | ||
60 | $113.57 M | AVDV, ITOT, DUHP, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 3, 2025 | 000108514625000675 |