account_balance
Investment manager · 13F filer · SEC CIK 2078392
Cogent Private Wealth, Inc.
Reported value$166Mas of Sep 30, 2026
Positions125 14 new, 6 sold out
Top 10 weight42.5%AVMA alone is 7%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVMAAmerican Centy ETF Tr
7.0%Added +11%
AVIGAmerican Centy ETF Tr
6.3%Trimmed −2%
DFAXDimensional ETF Trust
4.7%
AVUSAmerican Centy ETF Tr
4.6%Added +12%
DFCFDimensional ETF Trust
4.3%Added +37%
AORiShares Tr
3.8%Added +4%
AVGEAmerican Centy ETF Tr
3.6%Added +18%
DUSBDimensional ETF Trust
3.1%Added +4%
NVDANVIDIA Corp
2.5%
VOOVanguard Index FDS
2.5%Trimmed −7%
AAPLApple Inc.
2.3%
VTVanguard Intl Equity Index F
2.0%+2%
AVMAAmerican Centy ETF Tr
7.0%Added +11%
AVIGAmerican Centy ETF Tr
6.3%Trimmed −2%
DFAXDimensional ETF Trust
4.7%
AVUSAmerican Centy ETF Tr
4.6%+12%
DFCFDimensional ETF Trust
4.3%+37%
AORiShares Tr
3.8%
AVGEAmerican Centy ETF Tr
3.6%
DUSBDimensional ETF Trust
3.1%
NVDANVIDIA Corp
2.5%
VOO2.5%
AAPLVT
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
AVMA American Centy ETF Tr 7.0% Added +11%
AVIG American Centy ETF Tr 6.3% Trimmed −2%
DFAX Dimensional ETF Trust 4.7% Held
AVUS American Centy ETF Tr 4.6% Added +12%
DFCF Dimensional ETF Trust 4.3% Added +37%
AOR iShares Tr 3.8% Added +4%
AVGE American Centy ETF Tr 3.6% Added +18%
DUSB Dimensional ETF Trust 3.1% Added +4%
NVDA NVIDIA Corp 2.5% HeldVOO Vanguard Index FDS 2.5% Trimmed −7%
AAPL Apple Inc. 2.3% HeldVT Vanguard Intl Equity Index F 2.0% Added +2%
What changed
Biggest moves since Jun 30, 2026
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