Cogentblue Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationknoxville, TN
- CIK0002054047
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
75 | $146.75M | AVDV, VANGUARD SCOTTSDALE FDS, ITOT, DUHP | 13F-HR | Jan 16, 2026 | 000205404726000001 | ||
76 | $146.75M | AVDV, VANGUARD SCOTTSDALE FDS, ITOT, DUHP | 13F-HR | Oct 15, 2025 | 000205404725000002 | ||
73 | $130.59M | AVDV, VANGUARD SCOTTSDALE FDS, DUHP, ITOT | 13F-HR | Jul 17, 2025 | 000108514625003908 | ||
67 | $113.9M | AVDV, VANGUARD SCOTTSDALE FDS, DUHP, ITOT | 13F-HR | Apr 17, 2025 | 000108514625002141 | ||
60 | $113.57M | AVDV, ITOT, DUHP, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 3, 2025 | 000108514625000675 |