Bogart Wealth, LLC - Portfolio overview

Bogart Wealth, LLC has 1923 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. XOM - EXXON MOBIL CORP COM, 7.94%
2. VOO - VANGUARD S&P 500 ETF, 5.76%
3. ACWI - ISHARES MSCI ACWI ETF, 5.49%

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

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