COGENT STRATEGIC WEALTH LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Chicago, IL
CIK
0002106852
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 56 97,303 DFAC, BSVO, DFAT, DFSV 13F-HR 5/4/2026 000210685226000002
Q4 2025 48 91,719 DFAC, BSVO, DFAT, DFIV 13F-HR 3/2/2026 000210685226000001