13F Filings History of CogentBlue Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$146,750,908
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 75 stock holdings with total value $146,750,908 as of Q4 2025. Top holdings included AVDV, VGIT, ITOT, DUHP, and DIHP.

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
Q4 2025 75 $146,750,908 +$5,218,430 -$8,378,547 -$3,160,117 AVDV, VGIT, ITOT, DUHP, DIHP 13F-HR 16 Jan 2026, 14:46
Q3 2025 76 $146,753,122 +$10,857,860 -$4,493,669 +$6,364,191 AVDV, VGIT, ITOT, DUHP, IDEV 13F-HR 15 Oct 2025, 08:54
Q2 2025 73 $130,586,183 +$11,027,394 -$5,196,373 +$5,831,021 AVDV, VGIT, DUHP, ITOT, DIHP 13F-HR 16 Jul 2025, 17:58
Q1 2025 67 $113,894,759 +$6,672,049 -$6,269,604 +$402,445 AVDV, VGIT, DUHP, ITOT, IDEV 13F-HR 16 Apr 2025, 21:59
Q4 2024 60 $113,566,551 $0 $0 $0 AVDV, ITOT, DUHP, VGIT, IDEV 13F-HR 31 Jan 2025, 19:57