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 101–150 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XEL | XCEL ENERGY INC COM | 61K | $1M+ | SH |
| RMD | RESMED INC COM | 18K | $1M+ | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 123K | $1M+ | SH |
| FLCB | FRANKLIN U.S CORE BOND ETF | 185K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 22K | $1M+ | SH |
| TEM | TEMPUS AI INC CL A | 58K | $1M+ | SH |
| RY | ROYAL BK CDA COM | 20K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 7K | $1M+ | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 41K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 6K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 12K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 15K | $1M+ | SH |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 42K | $1M+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 14K | $1M+ | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 41K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 33K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 3K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 4K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 59K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 4K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 2K | $1M+ | SH |
| FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | 18K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 9K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 2K | $1M+ | SH |
| — | NOVO-NORDISK A S | 13K | $1M+ | SH (Call) |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 37K | $1M+ | SH |
| BNS | BANK NOVA SCOTIA HALIFAX COM | 14K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 5K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 2K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 4K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $500K+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 31K | $500K+ | SH |
| SLV | ISHARES SILVER TRUST | 14K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 29K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST | 11K | $500K+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 13K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2K | $500K+ | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 7K | $500K+ | SH |
| SCYB | SCHWAB HIGH YIELD BOND ETF | 29K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 7K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| VFH | VANGUARD FINANCIALS ETF | 6K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 4K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 1K | $500K+ | SH |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 8K | $500K+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 6K | $500K+ | SH |
| ETN | EATON CORP PLC SHS | 2K | $500K+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3K | $500K+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 7K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 3K | $500K+ | SH |