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COGENTBLUE WEALTH ADVISORS, LLC
COGENTBLUE WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
COGENTBLUE WEALTH ADVISORS, LLC runs COGENTBLUE WEALTH ADVISORS, LLC and currently holds 103 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $174.53M. Their top holdings are AVDV, ITOT, VGIT, DUHP, DFGR. The top five represent 36.4% of reported portfolio weight. COGENTBLUE WEALTH ADVISORS, LLC ranks #765 out of 1000 investors tracked by Alpha Score. In the most recent quarter, COGENTBLUE WEALTH ADVISORS, LLC initiated 26 new positions. They added to 46 existing positions. They trimmed 23 positions. Their current best-performing preview position is MU with returns of +241.67%.
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103 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVDV AMERICAN CENTY ETF TR | 14.50% | $65.08 | $111.97 | +72.05% | Trimmed -5.32% |
 ITOT ISHARES TR | 6.03% | $131.00 | $167.98 | +28.23% | Added +2.78% |
 VGIT VANGUARD SCOTTSDALE FDS | 5.86% | $58.45 | $58.32 | -0.23% | Added +4.61% |
 DUHP DIMENSIONAL ETF TRUST | 5.72% | $34.02 | $42.39 | +24.60% | Added +1.14% |
 DFGR DIMENSIONAL ETF TRUST | 4.28% | $27.14 | $29.46 | +8.55% | Added +5.30% |
 DIHP DIMENSIONAL ETF TRUST | 4.17% | $25.46 | $35.75 | +40.40% | Trimmed -4.75% |
 IDEV ISHARES TR | 4.08% | $64.77 | $93.31 | +44.06% | Trimmed -3.63% |
 DFAT DIMENSIONAL ETF TRUST | 3.47% | $55.55 | $71.70 | +29.07% | Trimmed -2.84% |
 DFEM DIMENSIONAL ETF TRUST | 3.06% | $27.99 | $39.90 | +42.55% | Added +0.34% |
 VTI VANGUARD INDEX FDS | 2.86% | $290.41 | $378.25 | +30.25% | Trimmed -3.89% |
Showing 1-10 of 103