CogentBlue Wealth Advisors, LLC — 13F holdings

CogentBlue Wealth Advisors, LLC reported 52 holdings worth $108M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. AVDV AMERICAN CENTY ETF TR — $13.9M (12.9%)
  2. ITOT ISHARES TR — $10.6M (9.8%)
  3. VGIT VANGUARD SCOTTSDALE FDS — $10.3M (9.6%)
  4. IDEV ISHARES TR — $7.01M (6.5%)
  5. BSVO EA SERIES TRUST — $5.94M (5.5%)
  6. DIMENSIONAL ETF TRUST — $5.62M (5.2%)
  7. DFEM DIMENSIONAL ETF TRUST — $5.49M (5.1%)
  8. DFSD DIMENSIONAL ETF TRUST — $5.10M (4.7%)
  9. VTI VANGUARD INDEX FDS — $4.88M (4.5%)
  10. VTIP VANGUARD MALVERN FDS — $3.89M (3.6%)