Cogent Private Wealth, Inc. — 13F Holdings & Portfolio

CIK 2078392 · latest 13F-HR filed 2026-08-05

Cogent Private Wealth, Inc. manages $160.0M in 13F-reported U.S. long-equity assets across 117 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVIG (7.07%), AVMA (6.61%), DFAX (4.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 2, added to 54, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
420 S. ORANGE AVE.
SUITE 825
ORLANDO, FL 32801
Phone
(407) 887-4965
Filing Manager
Cogent Private Wealth, Inc.
ORLANDO, FL
Signatory
Bradley Lacore
Director of Wealth Management, CCO
Loading holdings…
AUM

$160.0M

Long-equity book

Holdings

117

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+21 / −2 / ↑54 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$3.3M +92.4%
  • AMERICAN CENTY ETF TR$3.1M +42.2%
  • VANGUARD SCOTTSDALE FDS$2.8M +1212.7%
  • AMERICAN CENTY ETF TR$2.3M +79.8%
  • AMERICAN CENTY ETF TR$1.7M +17.9%
Show all 54

Top Trims

  • SPDR GOLD TR-$2.1M -58.0%
  • DIMENSIONAL ETF TRUST-$2.1M -29.6%
  • DIMENSIONAL ETF TRUST-$1.9M -45.0%
  • MICROSOFT CORP-$1.5M -34.9%
  • ISHARES TR-$820.0K -11.8%
Show all 16

New Positions

  • ISHARES TR$2.7M
  • ISHARES GOLD TR$2.3M
  • ISHARES TR$704.0K
  • ADVANCED MICRO DEVICES INC$551.3K
  • SEAGATE TECHNOLOGY HLDNGS PL$442.9K
Show all 21

Exited Positions

  • DIMENSIONAL ETF TRUST$1.5M
  • PFIZER INC$223.5K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN CENTY ETF TR AVIG 025072562 $11.3M 7.07% 273,103 SH
2 AMERICAN CENTY ETF TR AVMA 025072182 $10.6M 6.61% 145,179 SH
3 DIMENSIONAL ETF TRUST DFAX 25434V880 $7.7M 4.84% 210,347 SH
4 AMERICAN CENTY ETF TR AVUS 025072885 $6.8M 4.26% 53,211 SH
5 ISHARES TR AOR 464289867 $6.1M 3.84% 88,416 SH
6 DIMENSIONAL ETF TRUST DFCF 25434V872 $5.4M 3.39% 128,685 SH
7 AMERICAN CENTY ETF TR AVGE 025072232 $5.1M 3.21% 51,846 SH
8 DIMENSIONAL ETF TRUST DUSB 25434V591 $5.0M 3.13% 98,559 SH
9 VANGUARD INDEX FDS VOO 922908363 $4.4M 2.75% 6,407 SH
10 NVIDIA CORPORATION NVDA 67066G104 $3.7M 2.30% 18,428 SH
11 DIMENSIONAL ETF TRUST DFGX 25434V575 $3.3M 2.06% 61,411 SH
12 APPLE INC AAPL 037833100 $3.3M 2.04% 11,272 SH
13 VANGUARD INTL EQUITY INDEX F VT 922042742 $3.2M 2.02% 20,587 SH
14 AMERICAN CENTY ETF TR AVSF 025072687 $3.1M 1.95% 66,881 SH
15 VANGUARD SCOTTSDALE FDS BNDW 92206C565 $3.0M 1.87% 43,754 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.0M 1.86% 41,698 SH
17 MICROSOFT CORP MSFT 594918104 $2.8M 1.72% 7,400 SH
18 ISHARES TR AOM 464289875 $2.7M 1.66% 53,182 SH
19 AMERICAN CENTY ETF TR AVDE 025072703 $2.5M 1.59% 28,443 SH
20 DIMENSIONAL ETF TRUST DFIC 25434V799 $2.5M 1.56% 67,091 SH
21 DIMENSIONAL ETF TRUST DGCB 25434V567 $2.3M 1.46% 42,645 SH
22 ISHARES GOLD TR IAU 464285204 $2.3M 1.43% 30,374 SH
23 VANGUARD MALVERN FDS VPLS 922020755 $2.2M 1.37% 28,267 SH
24 AMERICAN CENTY ETF TR AVEM 025072604 $2.1M 1.33% 21,994 SH
25 DIMENSIONAL ETF TRUST DFUV 25434V724 $1.7M 1.05% 30,624 SH
26 VANGUARD CHARLOTTE FDS BNDX 92203J407 $1.6M 1.00% 33,123 SH
27 VANGUARD MALVERN FDS VCRB 922020748 $1.5M 0.96% 19,919 SH
28 SPDR GOLD TR GLD 78463V107 $1.5M 0.95% 4,138 SH
29 TESLA INC TSLA 88160R101 $1.5M 0.91% 3,476 SH
30 AMAZON COM INC AMZN 023135106 $1.4M 0.85% 5,685 SH
31 ALPHABET INC GOOGL 02079K305 $1.3M 0.81% 3,647 SH
32 ISHARES TR SHYG 46434V407 $1.2M 0.78% 29,299 SH
33 VANGUARD BD INDEX FDS BND 921937835 $1.2M 0.77% 16,838 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $1.1M 0.69% 3,349 SH
35 ISHARES TR SHY 464287457 $1.1M 0.68% 13,246 SH
36 ALPHABET INC GOOG 02079K107 $1.1M 0.67% 3,017 SH
37 MICRON TECHNOLOGY INC MU 595112103 $1.0M 0.65% 908 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.0M 0.65% 2,094 SH
39 EXXON MOBIL CORP XOM 30231G102 $1.0M 0.64% 7,536 SH
40 DIMENSIONAL ETF TRUST DFLV 25434V666 $1.0M 0.63% 25,652 SH
41 ISHARES TR IDEV 46435G326 $1.0M 0.63% 11,352 SH
42 ISHARES TR IGSB 464288646 $1.0M 0.63% 19,182 SH
43 DIMENSIONAL ETF TRUST DFUS 25434V401 $977.1K 0.61% 11,925 SH
44 ISHARES INC IEMG 46434G103 $970.6K 0.61% 11,717 SH
45 DIMENSIONAL ETF TRUST DFNM 25434V849 $965.2K 0.60% 19,970 SH
46 AMERICAN CENTY ETF TR AVRE 025072356 $884.1K 0.55% 18,660 SH
47 DIMENSIONAL ETF TRUST DFGR 25434V658 $866.5K 0.54% 29,910 SH
48 META PLATFORMS INC META 30303M102 $841.6K 0.53% 1,494 SH
49 BROADCOM INC AVGO 11135F101 $790.6K 0.49% 2,093 SH
50 DIMENSIONAL ETF TRUST DFSV 25434V815 $783.2K 0.49% 20,191 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $160.0M 117 0002078392-26-000004
2026-03-31 2026-04-13 $138.5M 98 0002078392-26-000003
2025-12-31 2026-02-10 $131.3M 98 0002078392-26-000002