Cooke Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2093659 · latest 13F-HR filed 2026-07-16

Cooke Wealth Management, LLC manages $122.1M in 13F-reported U.S. long-equity assets across 39 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (25.47%), SCHF (6.98%), SPSB (6.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 21, and trimmed 4.

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
18881 VON KARMAN AVE
SUITE 1420
IRVINE, CA 92612
Phone
(949) 724-3880
Filing Manager
Cooke Wealth Management, LLC
IRVINE, CA
Signatory
John T. Cooke
President
Loading holdings…
AUM

$122.1M

Long-equity book

Holdings

39

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+2 / −0 / ↑21 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.5M +12.9%
  • ISHARES TR$854.2K +16.4%
  • SCHWAB STRATEGIC TR$823.1K +10.7%
  • VANGUARD INDEX FDS$590.9K +12.2%
  • ASML HLDG NV$468.0K +50.6%
Show all 21

Top Trims

  • TRACTOR SUPPLY CO-$293.2K -30.3%
  • ISHARES TR-$120.8K -15.8%
  • CHEVRON CORPORATION-$103.1K -24.2%
  • ISHARES GOLD TR-$83.0K -6.6%
Show all 4

New Positions

  • STATE STR SPDR S&P MIDCAP 40$211.7K
  • HOME DEPOT INC$200.9K
Show all 2

Exited Positions

  • No exits this quarter.
Show all 0
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 VANGUARD INDEX FDS VTI 922908769 $31.1M 25.47% 84,052 SH
2 SCHWAB STRATEGIC TR SCHF 808524805 $8.5M 6.98% 307,641 SH
3 SPDR SERIES TRUST SPSB 78464A474 $7.8M 6.35% 258,544 SH
4 ISHARES TR EFA 464287465 $7.7M 6.30% 74,031 SH
5 SCHWAB STRATEGIC TR SCHR 808524854 $6.6M 5.43% 269,027 SH
6 ISHARES TR IJR 464287804 $6.1M 4.97% 40,910 SH
7 SCHWAB STRATEGIC TR FNDF 808524755 $5.5M 4.54% 105,037 SH
8 VANGUARD BD INDEX FDS BSV 921937827 $5.5M 4.51% 70,730 SH
9 VANGUARD INDEX FDS VB 922908751 $5.4M 4.46% 17,952 SH
10 ISHARES TR SCZ 464288273 $4.5M 3.65% 54,179 SH
11 STRYKER CORPORATION SYK 863667101 $4.2M 3.40% 13,200 SH
12 VANGUARD INDEX FDS VOE 922908512 $3.8M 3.11% 19,242 SH
13 ISHARES TR IJJ 464287705 $3.1M 2.53% 20,918 SH
14 VANGUARD INDEX FDS VTV 922908744 $2.3M 1.89% 10,600 SH
15 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.0M 1.68% 34,286 SH
16 SPDR SERIES TRUST MDYV 78464A839 $1.9M 1.54% 19,785 SH
17 VANGUARD INDEX FDS VNQ 922908553 $1.6M 1.33% 16,804 SH
18 ISHARES TR IWD 464287598 $1.6M 1.32% 6,628 SH
19 ASML HLDG NV ASML N07059210 $1.4M 1.14% 700 SH
20 ISHARES GOLD TR IAU 464285204 $1.2M 0.96% 15,583 SH
21 ORACLE CORP ORCL 68389X105 $1.0M 0.86% 7,139 SH
22 SCHWAB STRATEGIC TR SCHH 808524847 $1.0M 0.84% 43,081 SH
23 S&P GLOBAL INC SPGI 78409V104 $977.4K 0.80% 2,400 SH
24 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $972.3K 0.80% 1,302 SH
25 TRACTOR SUPPLY CO TSCO 892356106 $674.8K 0.55% 21,349 SH
26 ISHARES TR ITOT 464287150 $642.3K 0.53% 3,910 SH
27 DIMENSIONAL ETF TRUST DFUS 25434V401 $559.6K 0.46% 6,829 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $480.5K 0.39% 1,468 SH
29 FASTENAL CO FAST 311900104 $474.8K 0.39% 9,886 SH
30 SCHWAB STRATEGIC TR SCHA 808524607 $468.8K 0.38% 12,976 SH
31 SCHWAB STRATEGIC TR SCHE 808524706 $465.1K 0.38% 12,828 SH
32 SCHWAB STRATEGIC TR SCHC 808524888 $444.8K 0.36% 9,243 SH
33 SCHWAB STRATEGIC TR SCHB 808524102 $441.6K 0.36% 15,247 SH
34 ISHARES TR IVV 464287200 $376.7K 0.31% 503 SH
35 CHEVRON CORPORATION CVX 166764100 $323.9K 0.27% 1,954 SH
36 SPDR INDEX SHS FDS XCNY 78463X848 $285.0K 0.23% 7,007 SH
37 DIMENSIONAL ETF TRUST DFIV 25434V807 $236.3K 0.19% 4,375 SH
38 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $211.7K 0.17% 301 SH
39 HOME DEPOT INC HD 437076102 $200.9K 0.16% 570 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $122.1M 39 0002093659-26-000003
2026-03-31 2026-04-10 $112.9M 37 0002093659-26-000002
2025-12-31 2026-01-21 $114.6M 37 0002093659-26-000001