Cooksen Wealth, LLC - Portfolio overview

Cooksen Wealth, LLC has 47 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES RUSSELL 1000 GROWTH ETF, 15.72%
2. XLK - STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF, 11.62%
3. VTV - VANGUARD VALUE ETF, 10.03%

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

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