CIK 2078392
Cogent Private Wealth, Inc.
Institutional 13F holdings & portfolio
Holdings
98
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 98
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVIG | AMERICAN CENTY ETF TR | 204K | $1M+ | SH |
| AVMA | AMERICAN CENTY ETF TR | 96K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 195K | $1M+ | SH |
| AOR | ISHARES TR | 97K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 128K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 105K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 26K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 30K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| DGCB | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 71K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 37K | $1M+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 44K | $1M+ | SH |
| VPLS | VANGUARD MALVERN FDS | 28K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 27K | $1M+ | SH |
| AVSF | AMERICAN CENTY ETF TR | 38K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 35K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| SHYG | ISHARES TR | 29K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 16K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| HMC | HONDA MOTOR LTD | 41K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| SHY | ISHARES TR | 13K | $1M+ | SH |
| IGSB | ISHARES TR | 19K | $1M+ | SH |
| CHYM | CHIME FINL INC | 40K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| IDEV | ISHARES TR | 11K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| IEMG | ISHARES INC | 12K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 28K | $500K+ | SH |
| MUB | ISHARES TR | 7K | $500K+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 16K | $500K+ | SH |
| CMBS | ISHARES TR | 14K | $500K+ | SH |