Institutions / Cogent Private Wealth, Inc.
Cogent Private Wealth, Inc.
CIK 2078392 · Institution · as of Dec 31, 2025
Portfolio value
$131.31M
Positions
98
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 98 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $8.55M | 6.5% |
| American Centy ETF Tr | $6.40M | 4.9% |
| Dimensional ETF Trust | $6.39M | 4.9% |
| iShares Tr | $6.32M | 4.8% |
| Microsoft Corp | $5.48M | 4.2% |
| Dimensional ETF Trust | $5.46M | 4.2% |
| Dimensional ETF Trust | $5.31M | 4.0% |
| Vanguard Index Fds | $4.76M | 3.6% |
| Vanguard Intl Equity Index F | $3.63M | 2.8% |
| American Centy ETF Tr | $3.45M | 2.6% |
| Apple Inc. | $3.07M | 2.3% |
| SPDR Gold Tr | $2.95M | 2.2% |
| American Centy ETF Tr | $2.61M | 2.0% |
| NVIDIA Corp | $2.60M | 2.0% |
| Dimensional ETF Trust | $2.59M | 2.0% |
| Dimensional ETF Trust | $2.46M | 1.9% |
| Vanguard Tax-Managed Fds | $2.32M | 1.8% |
| Dimensional ETF Trust | $2.32M | 1.8% |
| Vanguard Malvern Fds | $2.21M | 1.7% |
| Vanguard Malvern Fds | $2.08M | 1.6% |
| American Centy ETF Tr | $1.78M | 1.4% |
| Vanguard Charlotte Fds | $1.68M | 1.3% |
| Dimensional ETF Trust | $1.61M | 1.2% |
| Dimensional ETF Trust | $1.46M | 1.1% |
| Amazon.com Inc | $1.42M | 1.1% |
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.