Bogart Wealth, LLC

Top holdings

2,013 positions as of Q2 2026

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#	Stock	Value	Shares	% Portfolio	Change
1	V VGES VANGUARD S&P 500 ETF	$197.4M	287.4K	6.76%	Added(+14.6%)
2	B BLK ISHARES MSCI ACWI ETF	$164.8M	1.05M	5.65%	Added(+1.7%)
3	X XOM EXXONMOBIL HOLDINGS CORP COM SHS	$164.5M	1.20M	5.64%	—
4	C COF-PN CAPITAL GROUP DIVIDEND VALUE ETF	$119.7M	2.43M	4.10%	Added(+1.3%)
5	V VGES VANGUARD TOTAL BOND MARKET ETF	$118.5M	1.61M	4.06%	Added(+4.4%)
6	J JPM-PM JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	$103M	1.25M	3.53%	Added(+2.4%)
7	? N/A VICTORYSHARES CORE INTERMEDIATE BOND ETF	$101.8M	2.17M	3.49%	Added(+5.4%)
8	? N/A COLUMBIA RESEARCH ENHANCED CORE ETF	$101.2M	2.34M	3.47%	Added(+2.3%)
9	E ETHA INVESCO NASDAQ 100 ETF	$81M	267.5K	2.78%	Added(+0.2%)
10	J JPM-PM JPMORGAN CORE PLUS BOND ETF	$80.5M	1.72M	2.76%	Added(+9.3%)
11	S SCHW-PJ SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	$74.8M	1.89M	2.56%	Added(+1.5%)
12	I IVZ INVESCO S&P 500 TOP 50 ETF	$68.6M	1.12M	2.35%	Added(+2.0%)
13	V VGES VANGUARD TOTAL INTERNATIONAL STOCK ETF	$62.1M	727.0K	2.13%	Added(+0.7%)
14	E ETHA ISHARES 7-10 YEAR TREASURY BOND ETF	$52.8M	558.2K	1.81%	Added(+5.7%)
15	V VGES VANGUARD FTSE DEVELOPED MARKETS ETF	$49.2M	690.3K	1.69%	Added(+3.5%)
16	? N/A AVANTIS EMERGING MARKETS EQUITY ETF	$42M	435.0K	1.44%	Added(+0.5%)
17	A AAPL APPLE INC COM	$40.9M	141.4K	1.40%	Added(+4.8%)
18	N NVDA NVIDIA CORPORATION COM	$35.8M	178.8K	1.23%	Added(+5.8%)
19	M MSFT MICROSOFT CORP COM	$33.4M	89.4K	1.14%	Added(+22.3%)
20	E ETHA ISHARES CORE S&P SMALL CAP ETF	$32.9M	221.7K	1.13%	Added(+3946.3%)

V

1.VGES

VANGUARD S&P 500 ETF

+14.6%

Value

$197.4M

Shares

287.4K

% Port

6.76%

B

2.BLK

ISHARES MSCI ACWI ETF

+1.7%

Value

$164.8M

Shares

1.05M

% Port

5.65%

X

3.XOM

EXXONMOBIL HOLDINGS CORP COM SHS

Value

$164.5M

Shares

1.20M

% Port

5.64%

C

4.COF-PN

CAPITAL GROUP DIVIDEND VALUE ETF

+1.3%

Value

$119.7M

Shares

2.43M

% Port

4.10%

V

5.VGES

VANGUARD TOTAL BOND MARKET ETF

+4.4%

Value

$118.5M

Shares

1.61M

% Port

4.06%

J

6.JPM-PM

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

+2.4%

Value

$103M

Shares

1.25M

% Port

3.53%

?

7.N/A

VICTORYSHARES CORE INTERMEDIATE BOND ETF

+5.4%

Value

$101.8M

Shares

2.17M

% Port

3.49%

?

8.N/A

COLUMBIA RESEARCH ENHANCED CORE ETF

+2.3%

Value

$101.2M

Shares

2.34M

% Port

3.47%

E

9.ETHA

INVESCO NASDAQ 100 ETF

+0.2%

Value

$81M

Shares

267.5K

% Port

2.78%

J

10.JPM-PM

JPMORGAN CORE PLUS BOND ETF

+9.3%

Value

$80.5M

Shares

1.72M

% Port

2.76%

S

11.SCHW-PJ

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

+1.5%

Value

$74.8M

Shares

1.89M

% Port

2.56%

I

12.IVZ

INVESCO S&P 500 TOP 50 ETF

+2.0%

Value

$68.6M

Shares

1.12M

% Port

2.35%

V

13.VGES

VANGUARD TOTAL INTERNATIONAL STOCK ETF

+0.7%

Value

$62.1M

Shares

727.0K

% Port

2.13%

E

14.ETHA

ISHARES 7-10 YEAR TREASURY BOND ETF

+5.7%

Value

$52.8M

Shares

558.2K

% Port

1.81%

V

15.VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

+3.5%

Value

$49.2M

Shares

690.3K

% Port

1.69%

?

16.N/A

AVANTIS EMERGING MARKETS EQUITY ETF

+0.5%

Value

$42M

Shares

435.0K

% Port

1.44%

A

17.AAPL

APPLE INC COM

+4.8%

Value

$40.9M

Shares

141.4K

% Port

1.40%

N

18.NVDA

NVIDIA CORPORATION COM

+5.8%

Value

$35.8M

Shares

178.8K

% Port

1.23%

M

19.MSFT

MICROSOFT CORP COM

+22.3%

Value

$33.4M

Shares

89.4K

% Port

1.14%

E

20.ETHA

ISHARES CORE S&P SMALL CAP ETF

+3946.3%

Value

$32.9M

Shares

221.7K

% Port

1.13%

View full portfolio (2,013 holdings) →