Managed by Cogentblue Wealth Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $26.4M | 296.3K | 0.00% | — |
| 2 | ? N/A — | $25.9M | 259.4K | 0.00% | — |
| 3 | ? N/A — | $25.3M | 245.6K | 0.00% | — |
| 4 | ? N/A — | $24.7M | 262.4K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $24M |
| 303.1K |
| 0.00% |
| — |
| 6 | ? N/A — | $21.6M | 310.4K | 0.00% | — |
| 7 | ? N/A — | $20.2M | 310.9K | 0.00% | — |
| 8 | E ETHA — | $10.5M | 64.1K | 0.00% | — |
| 9 | ? N/A — | $10.2M | 173.5K | 0.00% | — |
| 10 | ? N/A — | $10M | 239.0K | 0.00% | — |
| 11 | V VGES — | $9.9M | 165.8K | 0.00% | — |
| 12 | V VGES — | $9.6M | 160.3K | 0.00% | — |
| 13 | V VGES — | $9.6M | 160.3K | 0.00% | — |
| 14 | V VGES — | $9M | 151.1K | 0.00% | — |
| 15 | I IAU — | $8.9M | 62.3K | 0.00% | — |
| 16 | I IAU — | $8.9M | 59.6K | 0.00% | — |
| 17 | ? N/A — | $8.8M | 230.8K | 0.00% | — |
| 18 | ? N/A — | $8.7M | 236.3K | 0.00% | — |
| 19 | I IAU — | $8.7M | 59.5K | 0.00% | — |
| 20 | ? N/A — | $8.5M | 226.1K | 0.00% | — |