account_balance
Investment manager · 13F filer · SEC CIK 1715740
Bogart Wealth, LLC
Reported value$3.04Bas of Sep 30, 2026
Positions2,052 194 new, 147 sold out
Top 10 weight42.5%VOO alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
6.7%
XOMExxonmobil Holdings Corp Com SHS
6.2%Trimmed −3%
ACWIiShares MSCI Acwi ETF
5.6%Added +2%
CGDVCapital Group Dividend Value ETF
4.0%Added +2%
BNDVanguard Total Bond Market ETF
4.0%Added +6%
RECSColumbia Research Enhanced Core ETF
3.5%Added +2%
JIREJPMorgan International Research Enhanced Equity ETF
3.5%Added +3%
UITBVictoryshares Core Intermediate Bond ETF
3.4%Added +8%
JCPBJPMorgan Core Plus Bond ETF
2.7%Added +8%
QQQMInvesco Nasdaq 100 ETF
2.7%
FNDESchwab Fundamental Emerging Markets Equity ETF
2.7%Added +2%
XLGInvesco S&P 500 Top 50 ETF
2.4%Added +3%
VOOVanguard S&P 500 ETF
6.7%
XOMExxonmobil Holdings Corp Com SHS
6.2%Trimmed −3%
ACWIiShares MSCI Acwi ETF
5.6%Added +2%
CGDVCapital Group Dividend Value ETF
4.0%Added +2%
BNDVanguard Total Bond Market ETF
4.0%Added +6%
RECS3.5%JIRE3.5%UITB3.4%JCPB2.7%QQQM2.7%FNDE2.7%XLG2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 6.7% HeldXOM Exxonmobil Holdings Corp Com SHS 6.2% Trimmed −3%ACWI iShares MSCI Acwi ETF 5.6% Added +2%CGDV Capital Group Dividend Value ETF 4.0% Added +2%BND Vanguard Total Bond Market ETF 4.0% Added +6%RECS Columbia Research Enhanced Core ETF 3.5% Added +2%JIRE JPMorgan International Research Enhanced Equity ETF 3.5% Added +3%UITB Victoryshares Core Intermediate Bond ETF 3.4% Added +8%JCPB JPMorgan Core Plus Bond ETF 2.7% Added +8%QQQM Invesco Nasdaq 100 ETF 2.7% HeldFNDE Schwab Fundamental Emerging Markets Equity ETF 2.7% Added +2%XLG Invesco S&P 500 Top 50 ETF 2.4% Added +3%
What changed