Cogent Private Wealth, Inc. - Portfolio overview

Cogent Private Wealth, Inc. has 98 reported holdings in this dataset, with the latest filing dated 2026-04-13.

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. AVIG - AMERICAN CENTY ETF TR, 6.92%
2. AVMA - AMERICAN CENTY ETF TR, 5.37%
3. DFAX - DIMENSIONAL ETF TRUST, 5.26%

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

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