CIK 1715740
Bogart Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
1,584
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP COM | 1.4M | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 246K | $1M+ | SH |
| ACWI | ISHARES MSCI ACWI ETF | 910K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 1.6M | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 2.4M | $1M+ | SH |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | 2.0M | $1M+ | SH |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 2.2M | $1M+ | SH |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 1.2M | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 1.5M | $1M+ | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 1.9M | $1M+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 264K | $1M+ | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 1.1M | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 725K | $1M+ | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 508K | $1M+ | SH |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | 957K | $1M+ | SH |
| AAPL | APPLE INC COM | 134K | $1M+ | SH |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 434K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 62K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 159K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 91K | $1M+ | SH |
| V | VISA INC COM CL A | 67K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 87K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 560K | $1M+ | SH |
| SPGI | S&P GLOBAL INC COM | 35K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 228K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 26K | $1M+ | SH |
| PCAR | PACCAR INC COM | 145K | $1M+ | SH |
| CME | CME GROUP INC COM | 57K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 79K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 23K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 47K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 54K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 90K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 63K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 139K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 26K | $1M+ | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 427K | $1M+ | SH |
| TFC | TRUIST FINL CORP COM | 254K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 27K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 127K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 21K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 106K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 102K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 14K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 34K | $1M+ | SH |
| MELI | MERCADOLIBRE INC COM | 6K | $1M+ | SH |
| PFE | PFIZER INC COM | 470K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 421K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 80K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 35K | $1M+ | SH |