Institutions / Bogart Wealth, LLC
Bogart Wealth, LLC
CIK 1715740 · Institution · as of Dec 31, 2025
Portfolio value
$2.49B
Positions
1,580
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,580 →
| Company | Value | % of portfolio |
|---|---|---|
| Exxon Mobil Corp | $166.71M | 6.7% |
| Vanguard S&P 500 ETF | $154.50M | 6.2% |
| iShares MSCI Acwi ETF | $128.77M | 5.2% |
| Vanguard Total Bond Market ETF | $119.47M | 4.8% |
| Capital Group Dividend Value ETF | $103.84M | 4.2% |
| Victoryshares Core Intermediate Bond ETF | $94.23M | 3.8% |
| Columbia Research Enhanced Core ETF | $91.53M | 3.7% |
| JPMorgan International Research Enhanced Equity ETF | $90.16M | 3.6% |
| JPMorgan Core Plus Bond ETF | $71.54M | 2.9% |
| Schwab Fundamental Emerging Markets Equity ETF | $66.86M | 2.7% |
| Invesco Nasdaq 100 ETF | $66.80M | 2.7% |
| Invesco S&P 500 Top 50 ETF | $63.69M | 2.6% |
| Vanguard Total International Stock ETF | $54.67M | 2.2% |
| iShares 7-10 Year Treasury Bond ETF | $48.88M | 2.0% |
| Global X Adaptive U.S. Factor ETF | $44.39M | 1.8% |
| Apple Inc. | $36.48M | 1.5% |
| Avantis Emerging Markets Equity ETF | $33.41M | 1.3% |
| Microsoft Corp | $30.16M | 1.2% |
| NVIDIA Corp | $29.65M | 1.2% |
| Alphabet Inc. | $28.44M | 1.1% |
| Visa Inc | $23.45M | 0.9% |
| Amazon.com Inc | $19.97M | 0.8% |
| Schwab U.S. Large-Cap Growth ETF | $18.26M | 0.7% |
| S&P Global Inc. | $18.13M | 0.7% |
| Cisco Systems, Inc. | $17.55M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.