Cooke Wealth Management, LLC - Portfolio overview

Cooke Wealth Management, LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 24.41%
2. SCHF - SCHWAB STRATEGIC TR, 6.82%
3. SPSB - SPDR SERIES TRUST, 6.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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