Arkolith/Funds/Cogent Private Wealth, Inc.

Cogent Private Wealth, Inc.

CIK 2078392Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Cogent Private Wealth, Inc. holds a diversified book of 117 stocks worth $160.0M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Core 40/60 Moderate and trimmed Dimensional World Ex US Core. Their largest long position is Avantis Core Fixed Income at 7% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+4.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
43
existing
Trimmed
30
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.1%
+4.4%/yr · since Feb '26
Their reported book
+2.3%
held from quarter-end
S&P 500
+11.7%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Aug '26
Cogent Private Wealth, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Cogent Private Wealth, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
41%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
12%
Financials
6%
Consumer Discretionary
3%
Health Care
1%
Industrials
1%
Energy
1%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cogent Private Wealth, Inc.

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$80.0B
LPL Financial LLC80 / 80$68.0B
Farther Finance Advisors, LLC80 / 80$2.8B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$17.5B
OSAIC HOLDINGS, INC.79 / 80$14.5B
MORGAN STANLEY78 / 80$524.5B
Kestra Advisory Services, LLC78 / 80$7.2B
JPMORGAN CHASE & CO77 / 80$506.9B

Ranked by how many of Cogent Private Wealth, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

117 positions
#SecurityValueShares% PortLast moveHistory
1American Centy ETF TR
AVANTIS CORE FI
$11.3M273.1K
7.1%
+18%
Added · +42K sh
2American Centy ETF TR
AVANTIS MODERAT
$10.6M145.2K
6.6%
+31%
Added · +34K sh
3Dimensional ETF Trust
WORLD EX US CORE
$7.7M210.3K
4.8%
−1.9%
Reduced · −4K sh
4American Centy ETF TR
US EQT ETF
$6.8M53.2K
4.3%
+67%
Added · +21K sh
5Ishares TR
CORE 60 BALA ETF
$6.1M88.4K
3.8%
−18%
Reduced · −20K sh
6Dimensional ETF Trust
CORE FIXE IN ETF
$5.4M128.7K
3.4%
−1.9%
Reduced · −3K sh
7American Centy ETF TR
AVANTIS ALL EQT
$5.1M51.8K
3.2%
+60%
Added · +19K sh
8Dimensional ETF Trust
ULTR FIX INC ETF
$5.0M98.6K
3.1%
−30%
Reduced · −42K sh
9Vanguard Index FDS
S&P 500 ETF SHS
$4.4M6.4K
2.8%
−19%
Reduced · −1K sh
10Nvidia Corporation
COM
$3.7M18.4K
2.3%
+24%
Added · +4K sh
11Dimensional ETF Trust
INTL COR FIX ETF
$3.3M61.4K
2.1%
−8.6%
Reduced · −6K sh
12Apple Inc
COM
$3.3M11.3K
2.0%
+2.1%
Added · +234 sh
13Vanguard Intl Equity Index F
TT WRLD ST ETF
$3.2M20.6K
2.0%
−27%
Reduced · −8K sh
14American Centy ETF TR
AVANTIS SHFXDINC
$3.1M66.9K
1.9%
+12%
Added · +7K sh
15Vanguard Scottsdale FDS
TOTAL WLD BD ETF
$3.0M43.8K
1.9%
13×
Added · +40K sh
16Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.0M41.7K
1.9%
−9.3%
Reduced · −4K sh
17Microsoft Corp
COM
$2.8M7.4K
1.7%
−35%
Reduced · −4K sh
18Ishares TR
CORE 40 MODE ETF
$2.7M53.2K
1.7%
New
New position
19American Centy ETF TR
INTL EQT ETF
$2.5M28.4K
1.6%
+67%
Added · +11K sh
20Dimensional ETF Trust
INTL CORE EQUITY
$2.5M67.1K
1.6%
−11%
Reduced · −8K sh
21Dimensional ETF Trust
GLOBAL CR ETF
$2.3M42.6K
1.5%
−46%
Reduced · −36K sh
22Ishares Gold TR
ISHARES NEW
$2.3M30.4K
1.4%
New
New position
23Vanguard Malvern FDS
CORE-PLUS BD ETF
$2.2M28.3K
1.4%
Held
24American Centy ETF TR
AVANTIS EMGMKT
$2.1M22.0K
1.3%
+6.4%
Added · +1K sh
25Dimensional ETF Trust
US MKTWIDE VALUE
$1.7M30.6K
1.1%
−2.3%
Reduced · −722 sh
26Vanguard Charlotte FDS
TOTAL INT BD ETF
$1.6M33.1K
1.0%
−0.6%
Reduced · −188 sh
27Vanguard Malvern FDS
CORE BD ETF
$1.5M19.9K
1.0%
Held
28SPDR Gold TR
GOLD SHS
$1.5M4.1K
1.0%
−51%
Reduced · −4K sh
29Tesla Inc
COM
$1.5M3.5K
0.9%
+5.7%
Added · +187 sh
30Amazon Com Inc
COM
$1.4M5.7K
0.8%
+15%
Added · +735 sh
31Alphabet Inc
CAP STK CL A
$1.3M3.6K
0.8%
+8.9%
Added · +298 sh
32Ishares TR
0-5YR HI YL CP
$1.2M29.3K
0.8%
Held
33Vanguard BD Index FDS
TOTAL BND MRKT
$1.2M16.8K
0.8%
−1.9%
Reduced · −326 sh
34JPMorgan Chase & Co
COM
$1.1M3.3K
0.7%
+8.2%
Added · +254 sh
35Ishares TR
1 3 YR TREAS BD
$1.1M13.2K
0.7%
Held
36Alphabet Inc
CAP STK CL C
$1.1M3.0K
0.7%
+2.8%
Added · +82 sh
37Micron Technology Inc
COM
$1.0M908
0.7%
+19%
Added · +146 sh
38Berkshire Hathaway Inc Del
CL B NEW
$1.0M2.1K
0.7%
+0.4%
Added · +9 sh
39Exxon Mobil Corp
COM
$1.0M7.5K
0.6%
+10%
Added · +688 sh
40Dimensional ETF Trust
US LARG VALU ETF
$1.0M25.7K
0.6%
+37%
Added · +7K sh
41Ishares TR
CORE MSCI INTL
$1.0M11.4K
0.6%
Held
42Ishares TR
ISHS 1-5YR INVS
$1.0M19.2K
0.6%
Held
43Dimensional ETF Trust
US EQUI MARK ETF
$977K11.9K
0.6%
−7.5%
Reduced · −973 sh
44Ishares Inc
CORE MSCI EMKT
$971K11.7K
0.6%
Held
45Dimensional ETF Trust
NATL MUN BD ETF
$965K20.0K
0.6%
Held
46American Centy ETF TR
REAL ESTATE ETF
$884K18.7K
0.6%
+0.7%
Added · +134 sh
47Dimensional ETF Trust
GLOBAL REAL EST
$866K29.9K
0.5%
Held
48Meta Platforms Inc
CL A
$842K1.5K
0.5%
−4.5%
Reduced · −70 sh
49Broadcom Inc
COM
$791K2.1K
0.5%
+3.0%
Added · +60 sh
50Dimensional ETF Trust
US SMALL CAP ETF
$783K20.2K
0.5%
+6.8%
Added · +1K sh
Showing 50 of 117 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 2026117$160.0M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202698$138.5M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202698$131.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.