CogentBlue Wealth Advisors, LLC - Portfolio overview

CogentBlue Wealth Advisors, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVDV - AMERICAN CENTY ETF TR, 16.99%
2. VGIT - VANGUARD SCOTTSDALE FDS, 6.48%
3. ITOT - ISHARES TR, 5.82%

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

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