§ 13F · FUND PROFILE
CogentBlue Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $130.6T (13F)Positions · 73Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$146.8T 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 JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | 262K | $24.7T | 16.8% | NEW |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 160K | $9.6T | 6.5% | NEW |
| 3 | ITOT | ISHARES TR | 60K | $8.9T | 6.0% | NEW |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 231K | $8.8T | 6.0% | NEW |
| 5 | DIHP | DIMENSIONAL ETF TRUST | 223K | $7.1T | 4.8% | NEW |
| 6 | IDEV | ISHARES TR | 82K | $6.8T | 4.6% | NEW |
| 7 | DFGR | DIMENSIONAL ETF TRUST | 245K | $6.5T | 4.4% | NEW |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 90K | $5.4T | 3.7% | NEW |
| 9 | VTI | VANGUARD INDEX FDS | 14K | $4.6T | 3.2% | NEW |
| 10 | DFSD | DIMENSIONAL ETF TRUST | 91K | $4.4T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COGENTBLUE SIGNAL
AC read
CogentBlue Wealth Advisors, LLC is a Other fund managing $130586.2 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed