Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bogart Wealth, LLC (CIK 1715740) reported $2.60B across 1,790 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($206.3M, 7.95%), VOO ($149.9M, 5.77%), ACWI ($142.8M, 5.50%), BND ($113.8M, 4.39%), CGDV ($102.0M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | $206.3M | 7.95% | 1.2M | Trimmed |
| 2 | VOO | VANGUARD S&P 500 ETF | $149.9M | 5.77% | 250,781 | Added |
| 3 | ACWI | ISHARES MSCI ACWI ETF | $142.8M | 5.50% | 1.0M | Added |
| 4 | BND | VANGUARD TOTAL BOND MARKET ETF | $113.8M | 4.39% | 1.5M | Trimmed |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $102.0M | 3.93% | 2.4M | Added |
| 6 | UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $96.9M | 3.73% | 2.1M | Added |
| 7 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $92.3M | 3.56% | 1.2M | Added |
| 8 | RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $89.1M | 3.43% | 2.3M | Added |
| 9 | JCPB | JPMORGAN CORE PLUS BOND ETF | $73.9M | 2.85% | 1.6M | Added |
| 10 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $71.1M | 2.74% | 1.9M | Added |
| 11 | QQQM | INVESCO NASDAQ 100 ETF | $63.4M | 2.44% | 266,867 | Added |
| 12 | XLG | INVESCO S&P 500 TOP 50 ETF | $60.0M | 2.31% | 1.1M | Added |
| 13 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $55.7M | 2.15% | 722,219 | Trimmed |
| 14 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $50.4M | 1.94% | 528,262 | Added |
| 15 | AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $46.8M | 1.80% | 967,641 | Added |
| 16 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $42.7M | 1.65% | 666,886 | Added |
| 17 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $34.9M | 1.34% | 433,034 | Trimmed |
| 18 | AAPL | APPLE INC COM | $34.3M | 1.32% | 134,963 | Added |
| 19 | NVDA | NVIDIA CORPORATION COM | $29.5M | 1.14% | 169,072 | Added |
| 20 | MSFT | MICROSOFT CORP COM | $27.1M | 1.04% | 73,118 | Added |
| 21 | GOOGL | ALPHABET INC CAP STK CL A | $26.3M | 1.01% | 91,384 | Added |
| 22 | AVGO | BROADCOM INC COM | $21.9M | 0.84% | 70,682 | Added |
| 23 | AMZN | AMAZON COM INC COM | $18.1M | 0.70% | 86,974 | Added |
| 24 | CSCO | CISCO SYS INC COM | $18.0M | 0.69% | 231,448 | Added |
| 25 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $17.6M | 0.68% | 602,548 | Added |
Source: SEC Form 13F filings · as of 2026-03-31