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 251–300 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COR | CENCORA INC COM | 620 | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 648 | $100K–$500K | SH |
| GIS | GENERAL MLS INC COM | 4K | $100K–$500K | SH |
| MMM | 3M CO COM | 1K | $100K–$500K | SH |
| EMBJ | EMBRAER S.A. SPONSORED ADS | 3K | $100K–$500K | SH |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | 2K | $100K–$500K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3K | $100K–$500K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 559 | $100K–$500K | SH |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | 6K | $100K–$500K | SH |
| MRSH | MARSH COM | 976 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 2K | $100K–$500K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 2K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 1K | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 828 | $100K–$500K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 1K | $100K–$500K | SH |
| WCBR | WISDOMTREE CYBERSECURITY FUND | 6K | $100K–$500K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 433 | $100K–$500K | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 4K | $100K–$500K | SH |
| LIDR | AEYE INC CL A NEW | 90K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 1K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 917 | $100K–$500K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 6K | $100K–$500K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 2K | $100K–$500K | SH |
| SCHP | SCHWAB US TIPS ETF | 6K | $100K–$500K | SH |
| KR | KROGER CO COM | 2K | $100K–$500K | SH |
| USPX | FRANKLIN U.S. EQUITY INDEX ETF | 3K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP COM | 931 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 5K | $100K–$500K | SH |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 3K | $100K–$500K | SH |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 7K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP COM | 3K | $100K–$500K | SH |
| OCSL | OAKTREE SPECIALTY LENDING CORP COM | 12K | $100K–$500K | SH |
| VTR | VENTAS INC COM | 2K | $100K–$500K | SH |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | 6K | $100K–$500K | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2K | $100K–$500K | SH |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 827 | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 2K | $100K–$500K | SH |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | 447 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 3K | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 5K | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 592 | $100K–$500K | SH |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 6K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 504 | $100K–$500K | SH |