Notify me when Bogart Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,578 | $2,490,545,762 | +$151,798,470 | -$155,599,463 | -$3,800,993 | XOM, VOO, ACWI, BND, CGDV | 13F-HR | 30 Jan 2026, 14:40 |
| Q3 2025 | 1,526 | $2,465,299,104 | +$208,794,526 | -$197,766,320 | +$11,028,206 | XOM, VOO, ACWI, JIRE, BND | 13F-HR | 27 Oct 2025, 12:06 |
| Q2 2025 | 1,446 | $2,339,421,296 | +$235,549,457 | -$160,474,928 | +$75,074,529 | XOM, VOO, ACWI, JIRE, BND | 13F-HR | 29 Jul 2025, 19:01 |
| Q1 2025 | 1,395 | $2,118,076,424 | +$237,041,940 | -$222,467,731 | +$14,574,209 | XOM, VOO, BND, QUAL, UITB | 13F-HR | 01 May 2025, 18:22 |
| Q4 2024 | 1,333 | $2,107,767,522 | +$200,960,588 | -$125,676,437 | +$75,284,151 | XOM, VOO, QUAL, BND, QQQM | 13F-HR | 29 Jan 2025, 19:02 |
| Q3 2024 | 1,128 | $2,112,303,430 | +$207,744,003 | -$166,074,382 | +$41,669,621 | XOM, VOO, QUAL, BND, ACWI | 13F-HR | 22 Oct 2024, 18:17 |
| Q2 2024 | 1,113 | $1,964,053,767 | +$213,156,790 | -$185,859,707 | +$27,297,083 | XOM, BND, VOO, QUAL, IEF | 13F-HR | 31 Jul 2024, 14:18 |
| Q1 2024 | 1,072 | $1,943,549,456 | +$193,949,386 | -$135,010,894 | +$58,938,492 | XOM, VOO, BND, QUAL, IQLT | 13F-HR | 25 Apr 2024, 12:36 |
| Q4 2023 | 1,060 | $1,771,934,775 | +$214,203,300 | -$174,779,991 | +$39,423,309 | XOM, BND, VOO, QUAL, IQLT | 13F-HR | 06 Feb 2024, 19:14 |
| Q3 2023 | 1,070 | $1,618,448,199 | +$145,036,445 | -$66,664,589 | +$78,371,856 | XOM, BND, VOO, IQLT, VXUS | 13F-HR | 30 Oct 2023, 15:12 |
| Q2 2023 | 1,044 | $1,577,474,661 | +$132,725,917 | -$83,165,829 | +$49,560,088 | XOM, VOO, BND, IQLT, VXUS | 13F-HR | 28 Jul 2023, 21:02 |
| Q1 2023 | 1,108 | $1,497,738,836 | +$131,828,788 | -$108,829,458 | +$22,999,330 | XOM, VOO, BND, VXUS, SCHD | 13F-HR | 21 Apr 2023, 16:13 |
| Q4 2022 | 1,004 | $1,436,138,300 | +$180,285,061 | -$66,765,664 | +$113,519,397 | XOM, VOO, BND, VXUS, FLQL | 13F-HR | 06 Feb 2023, 17:17 |
| Q3 2022 | 978 | $1,197,081,000 | +$198,901,139 | -$64,033,778 | +$134,867,361 | XOM, VOO, BND, FIXD, VXUS | 13F-HR | 03 Nov 2022, 12:40 |
| Q2 2022 | 885 | $1,139,517,000 | +$179,002,228 | -$75,325,063 | +$103,677,165 | XOM, VOO, FIXD, VXUS, BND | 13F-HR | 21 Jul 2022, 18:06 |
| Q1 2022 | 770 | $1,168,930,000 | +$180,984,539 | -$94,605,073 | +$86,379,466 | XOM, VOO, FLQL, FIXD, VXUS | 13F-HR | 21 Apr 2022, 18:04 |
| Q4 2021 | 746 | $1,107,384,000 | +$118,429,521 | -$39,095,908 | +$79,333,613 | XOM, VOO, FLQL, FIXD, VXUS | 13F-HR | 18 Jan 2022, 18:42 |
| Q3 2021 | 713 | $982,263,000 | +$138,244,676 | -$52,648,145 | +$85,596,531 | XOM, VOO, FIXD, VXUS, VGK | 13F-HR | 15 Oct 2021, 15:58 |
| Q2 2021 | 665 | $915,228,000 | +$213,071,766 | -$56,707,577 | +$156,364,189 | XOM, VOO, FIXD, VXUS, VGK | 13F-HR | 06 Aug 2021, 13:51 |
| Q1 2021 | 619 | $717,849,000 | +$263,152,271 | -$114,652,332 | +$148,499,939 | XOM, VOO, VOE, VXUS, FIXD | 13F-HR | 15 Apr 2021, 21:43 |
| Q4 2020 | 449 | $538,806,000 | +$96,693,045 | -$47,943,269 | +$48,749,776 | VOO, XOM, ICSH, FLQL, FIXD | 13F-HR | 14 Jan 2021, 15:23 |
| Q3 2020 | 429 | $450,587,000 | +$68,547,263 | -$52,884,582 | +$15,662,681 | ICSH, VOO, FIXD, BND, XOM | 13F-HR | 06 Oct 2020, 14:46 |
| Q2 2020 | 442 | $425,491,000 | +$63,200,136 | -$52,231,262 | +$10,968,874 | ICSH, VOO, ACWV, XOM, BND | 13F-HR | 08 Jul 2020, 17:08 |
| Q1 2020 | 416 | $366,660,000 | +$186,769,258 | -$71,826,689 | +$114,942,569 | ACWV, VOO, FIXD, BND, XOM | 13F-HR | 17 Apr 2020, 18:37 |
| Q4 2019 | 386 | $311,434,000 | +$120,070,176 | -$18,068,633 | +$102,001,543 | IDLV, XOM, FIXD, BND, VOO | 13F-HR | 07 Feb 2020, 18:48 |
| Q3 2019 | 356 | $202,780,000 | +$52,976,878 | -$25,356,604 | +$27,620,274 | IDLV, XOM, VOO, SPLV, LMT | Restatement | 06 Nov 2019, 11:58 |
| Q2 2019 | 333 | $165,446,000 | +$24,844,445 | -$68,955,775 | -$44,111,330 | XOM, VOO, HFXI, VZ, LMT | 13F-HR | 11 Jul 2019, 12:07 |
| Q1 2019 | 342 | $207,283,000 | +$42,081,081 | -$57,496,275 | -$15,415,194 | VOO, XOM, SCHE, JPST, GLD | 13F-HR | 08 Apr 2019, 17:18 |
| Q4 2018 | 341 | $200,333,000 | +$45,171,531 | -$7,766,028 | +$37,405,503 | ACWI, VOO, XOM, CWB, SCHE | 13F-HR | 15 Jan 2019, 11:10 |
| Q3 2018 | 327 | $172,684,000 | +$10,221,685 | -$10,063,809 | +$157,876 | XOM, VOO, ACWI, CWB, CSCO | 13F-HR | 16 Oct 2018, 16:39 |
| Q2 2018 | 339 | $164,397,000 | +$15,666,555 | -$28,220,553 | -$12,553,998 | XOM, VOO, ACWI, CWB, CSCO | 13F-HR | 13 Jul 2018, 11:52 |
| Q1 2018 | 347 | $172,953,000 | +$40,704,865 | -$20,783,696 | +$19,921,169 | VOO, ACWI, XOM, SCHM, CWB | 13F-HR | 12 Apr 2018, 18:40 |
| Q4 2017 | 339 | $156,015,000 | +$25,807,870 | -$8,470,300 | +$17,337,570 | ACWI, VOO, CWB, SCHM, XOM | 13F-HR | 10 Jan 2018, 17:42 |
| Q3 2017 | 329 | $135,176,000 | +$15,818,630 | -$42,888,676 | -$27,070,046 | ACWI, VOO, CWB, SCHM, VWO | 13F-HR | 11 Oct 2017, 18:07 |
| Q2 2017 | 62 | $155,953,000 | +$39,899,638 | -$36,853,150 | +$3,046,488 | ACWI, IHI, VOO, CWB, QQQ | 13F-HR | 19 Sep 2017, 17:15 |
| Q1 2017 | 62 | $150,324,000 | +$37,797,725 | -$33,558,845 | +$4,238,880 | ACWI, VWO, PEY, AMLP, IHI | 13F-HR | 19 Sep 2017, 17:07 |
| Q4 2016 | 65 | $147,654,000 | $0 | $0 | $0 | ACWI, AMLP, PEY, IHE, IJR | 13F-HR | 30 Aug 2017, 17:33 |