CogentBlue Wealth Advisors, LLC
CogentBlue Wealth Advisors, LLC reported 52 holdings worth US$108M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
CogentBlue Wealth Advisors, LLC reported 52 holdings worth US$108M as of Sep 30, 2026. Largest: Microsoft Corp., Tjx Companies, Inc. (the) and Apple Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$108M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 4,203 | US$2.16M | 2.0% |
| Tjx Companies, Inc. (the) | 12,359 | US$1.64M | 1.5% |
| Apple Inc | 1,479 | US$492K | 0.46% |
| L3harris Technologies, Inc. | 1,845 | US$437K | 0.41% |
| Nvidia Corporation | 1,640 | US$375K | 0.35% |
| Deere & Company | 355 | US$238K | 0.22% |
| Meta Platforms, Inc. | 287 | US$208K | 0.19% |
| Broadcom Inc. | 591 | US$207K | 0.19% |
| United Parcel Service, Inc. | 2,209 | US$206K | 0.19% |