Institutions / CogentBlue Wealth Advisors, LLC
CogentBlue Wealth Advisors, LLC
CIK 2054047 · Institution · as of Dec 31, 2025
Portfolio value
$146.75M
Positions
75
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 75 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $24.66M | 16.8% |
| Vanguard Scottsdale Fds | $9.61M | 6.5% |
| iShares MSCI UAE ETF | $8.86M | 6.0% |
| Dimensional ETF Trust | $8.78M | 6.0% |
| Dimensional ETF Trust | $7.05M | 4.8% |
| iShares MSCI UAE ETF | $6.78M | 4.6% |
| Dimensional ETF Trust | $6.47M | 4.4% |
| Dimensional ETF Trust | $5.39M | 3.7% |
| Vanguard Index Fds | $4.64M | 3.2% |
| Dimensional ETF Trust | $4.36M | 3.0% |
| Dimensional ETF Trust | $4.30M | 2.9% |
| Ea Series Trust | $4.17M | 2.8% |
| NVIDIA Corp | $3.86M | 2.6% |
| Vanguard Tax-Managed Fds | $3.77M | 2.6% |
| Vanguard Malvern Fds | $3.77M | 2.6% |
| Apple Inc. | $3.63M | 2.5% |
| Microsoft Corp | $2.82M | 1.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.52M | 1.7% |
| iShares Tr | $2.46M | 1.7% |
| TJX Cos Inc/The | $2.05M | 1.4% |
| Camtek Ltd. | $1.58M | 1.1% |
| iShares Inc | $1.51M | 1.0% |
| Dimensional ETF Trust | $1.15M | 0.8% |
| Vanguard Intl Equity Index F | $1.07M | 0.7% |
| American Centy ETF Tr | $1.05M | 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.