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 951–1000 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 138 | $1K–$15K | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 24 | $1K–$15K | SH |
| GPN | GLOBAL PMTS INC COM | 80 | $1K–$15K | SH |
| ETSY | ETSY INC COM | 111 | $1K–$15K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 38 | $1K–$15K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 24 | $1K–$15K | SH |
| DFJ | WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | 63 | $1K–$15K | SH |
| ULTA | ULTA BEAUTY INC COM | 10 | $1K–$15K | SH |
| VERX | VERTEX INC CL A | 301 | $1K–$15K | SH |
| BCPC | BALCHEM CORP COM | 39 | $1K–$15K | SH |
| WING | WINGSTOP INC COM | 25 | $1K–$15K | SH |
| PCTY | PAYLOCITY HLDG CORP COM | 39 | $1K–$15K | SH |
| PRI | PRIMERICA INC COM | 23 | $1K–$15K | SH |
| COLB | COLUMBIA BKG SYS INC COM | 212 | $1K–$15K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 52 | $1K–$15K | SH |
| BEN | FRANKLIN RESOURCES INC COM | 245 | $1K–$15K | SH |
| ABR | ARBOR REALTY TRUST INC COM | 754 | $1K–$15K | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 61 | $1K–$15K | SH |
| — | HALLIBURTON CO | 200 | $1K–$15K | SH (Call) |
| WCN | WASTE CONNECTIONS INC COM | 32 | $1K–$15K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 96 | $1K–$15K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A - | 127 | $1K–$15K | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 174 | $1K–$15K | SH |
| BCS | BARCLAYS PLC ADR | 215 | $1K–$15K | SH |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | 50 | $1K–$15K | SH |
| KHPI | KENSINGTON HEDGED PREMIUM INCOME ETF | 213 | $1K–$15K | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 109 | $1K–$15K | SH |
| AMP | AMERIPRISE FINL INC COM | 11 | $1K–$15K | SH |
| CLH | CLEAN HARBORS INC COM | 23 | $1K–$15K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 19 | $1K–$15K | SH |
| ILMN | ILLUMINA INC COM | 41 | $1K–$15K | SH |
| PCG | PG&E CORP COM | 333 | $1K–$15K | SH |
| USVM | VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | 59 | $1K–$15K | SH |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADR | 404 | $1K–$15K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 17 | $1K–$15K | SH |
| VNT | VONTIER CORPORATION COM | 142 | $1K–$15K | SH |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | 100 | $1K–$15K | SH |
| ZS | ZSCALER INC COM | 23 | $1K–$15K | SH |
| WDAY | WORKDAY INC CL A | 24 | $1K–$15K | SH |
| JOBY | JOBY AVIATION INC COMMON STOCK | 388 | $1K–$15K | SH |
| HDB | HDFC BANK LTD SPONSORED ADS | 140 | $1K–$15K | SH |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 19 | $1K–$15K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC COM | 10 | $1K–$15K | SH |
| UMAC | UNUSUAL MACHS INC COM SHS | 400 | $1K–$15K | SH |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 77 | $1K–$15K | SH |
| FE | FIRSTENERGY CORP COM | 113 | $1K–$15K | SH |
| MDB | MONGODB INC CL A | 12 | $1K–$15K | SH |
| TKO | TKO GROUP HOLDINGS INC CL A | 24 | $1K–$15K | SH |
| EWJ | ISHARES MSCI JAPAN ETF | 62 | $1K–$15K | SH |
| MKTX | MARKETAXESS HLDGS INC COM | 28 | $1K–$15K | SH |