Cogent Blue Wealth Advisors, LLC Portfolio Holdings

Cogent Blue Wealth Advisors, LLC

  • $131 Billion
  • Q2 2025

Cogent Blue Wealth Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $24B, Vanguard Intermediate Term Tre with a value of $9.04B, Dimensional ETF Tr Dimensional with a value of $8.04B, Ishares Core S&P Total U.S. St with a value of $7.63B, and Dimensional ETF Tr Dimensional with a value of $6.42B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $114B to 131B.

Cogent Blue Wealth Advisors, LLC is based out at Knoxville, TN

Below you can find more details about Cogent Blue Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $104 Billion
Technology: $14.4 Billion
Financial Services: $4.05 Billion
Industrials: $1.93 Billion
Consumer Cyclical: $1.89 Billion
Consumer Defensive: $961 Million
Basic Materials: $284 Million
Communication Services: $265 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $131 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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