13F Filings History of CogentBlue Wealth Advisors, LLC

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$147M
Signature - Title
Wesley Brown - CCO
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by CogentBlue Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CogentBlue Wealth Advisors, LLC reported 76 stock holdings with total value $147M as of Q3 2025. Top holdings included AVDV, VGIT, ITOT, DUHP, and IDEV.

Notify me when CogentBlue Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 76 $147M +$10.9M -$4.49M +$6.36M AVDV, VGIT, ITOT, DUHP, IDEV 13F-HR 15 Oct 2025, 08:54
Q2 2025 73 $131M +$11M -$5.2M +$5.83M AVDV, VGIT, DUHP, ITOT, DIHP 13F-HR 16 Jul 2025, 17:58
Q1 2025 67 $114M +$6.67M -$6.27M +$402K AVDV, VGIT, DUHP, ITOT, IDEV 13F-HR 16 Apr 2025, 21:59
Q4 2024 60 $114M $0 $0 AVDV, ITOT, DUHP, VGIT, IDEV 13F-HR 31 Jan 2025, 19:57