§ 13F · FUND PROFILE
Cogent Private Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 98Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$131.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | 204K | $8.5T | 6.5% | NEW |
| 2 | AVMA | AMERICAN CENTY ETF TR | 96K | $6.4T | 4.9% | NEW |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 195K | $6.4T | 4.9% | NEW |
| 4 | AOR | ISHARES TR | 97K | $6.3T | 4.8% | NEW |
| 5 | MSFT | MICROSOFT CORP | 11K | $5.5T | 4.2% | NEW |
| 6 | DFCF | DIMENSIONAL ETF TRUST | 128K | $5.5T | 4.2% | NEW |
| 7 | DUSB | DIMENSIONAL ETF TRUST | 105K | $5.3T | 4.0% | NEW |
| 8 | VOO | VANGUARD INDEX FDS | 8K | $4.8T | 3.6% | NEW |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 26K | $3.6T | 2.8% | NEW |
| 10 | AVUS | AMERICAN CENTY ETF TR | 31K | $3.5T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COGENT SIGNAL
AC read
Cogent Private Wealth, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed