Cooksen Wealth, LLC Portfolio Holdings

Cooksen Wealth, LLC

  • $137 Billion
  • Q4 2025

Cooksen Wealth, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $22.4B, Technology Sector Spdr with a value of $16.2B, Vanguard Value ETF with a value of $13.5B, Financial Sector Spdr with a value of $5.88B, and Select Sector Spdr Consumer Di with a value of $5.76B.

Examining the 13F form we can see an increase of $2.77B in the current position value, from $134B to 137B.

Cooksen Wealth, LLC is based out at The Woodlands, TX

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

Portfolio value $137 Billion
ETFs: $132 Billion
Energy: $1.88 Billion
Technology: $1 Billion
Healthcare: $255 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $137 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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