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 351–400 of 1,584
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CG | CARLYLE GROUP INC COM | 2K | $50K–$100K | SH |
| TOST | TOAST INC CL A | 3K | $50K–$100K | SH |
| YUMC | YUM CHINA HLDGS INC COM | 2K | $50K–$100K | SH |
| BIIB | BIOGEN INC COM | 509 | $50K–$100K | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 4K | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 372 | $50K–$100K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 205 | $50K–$100K | SH |
| TJX | TJX COS INC NEW COM | 543 | $50K–$100K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 865 | $50K–$100K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 567 | $50K–$100K | SH |
| FTNT | FORTINET INC COM | 1K | $50K–$100K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS | 4K | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 817 | $50K–$100K | SH |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | 1K | $50K–$100K | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 2K | $50K–$100K | SH |
| F | FORD MTR CO COM | 6K | $50K–$100K | SH |
| OKE | ONEOK INC NEW COM | 1K | $50K–$100K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 553 | $50K–$100K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 275 | $50K–$100K | SH |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 2K | $50K–$100K | SH |
| VPU | VANGUARD UTILITIES ETF | 419 | $50K–$100K | SH |
| APD | AIR PRODS & CHEMS INC COM | 310 | $50K–$100K | SH |
| HON | HONEYWELL INTL INC COM | 392 | $50K–$100K | SH |
| DBA | INVESCO DB AGRICULTURE FUND | 3K | $50K–$100K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 1K | $50K–$100K | SH |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | 500 | $50K–$100K | SH |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | 3K | $50K–$100K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 3K | $50K–$100K | SH |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 1K | $50K–$100K | SH |
| FNV | FRANCO NEV CORP COM | 360 | $50K–$100K | SH |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | 875 | $50K–$100K | SH |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | 3K | $50K–$100K | SH |
| TM | TOYOTA MOTOR CORP ADS | 346 | $50K–$100K | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 760 | $50K–$100K | SH |
| SYY | SYSCO CORP COM | 1K | $50K–$100K | SH |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | 4K | $50K–$100K | SH |
| GM | GENERAL MTRS CO COM | 905 | $50K–$100K | SH |
| WSM | WILLIAMS SONOMA INC COM | 409 | $50K–$100K | SH |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | 465 | $50K–$100K | SH |
| FBND | FIDELITY TOTAL BOND ETF | 2K | $50K–$100K | SH |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 2K | $50K–$100K | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 772 | $50K–$100K | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 850 | $50K–$100K | SH |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 2K | $50K–$100K | SH |
| CAVA | CAVA GROUP INC COM | 1K | $50K–$100K | SH |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETF | 1K | $50K–$100K | SH |
| IEUR | ISHARES CORE MSCI EUROPE ETF | 996 | $50K–$100K | SH |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | 4K | $50K–$100K | SH |
| MOH | MOLINA HEALTHCARE INC COM | 407 | $50K–$100K | SH |
| CNC | CENTENE CORP DEL COM | 2K | $50K–$100K | SH |