Bogart Wealth, LLC
Bogart Wealth, LLC reported 2,011 positions worth $2.92B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VOO (6.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $197.4M | 6.76% | 287,374 | — | — | |
| ▸ 2 | ACWI | SH | $164.8M | 5.65% | 1,049,707 | — | — | |
| ▸ 3 | XOM | SH | $164.5M | 5.64% | 1,202,952 | — | — | |
| ▸ 4 | CGDV | SH | $119.7M | 4.10% | 2,429,786 | — | — | |
| ▸ 5 | BND | SH | $118.5M | 4.06% | 1,614,048 | — | — | |
| ▸ 6 | JIRE | SH | $103.0M | 3.53% | 1,248,235 | — | — | |
| ▸ 7 | UITB | SH | $101.8M | 3.49% | 2,172,807 | — | — | |
| ▸ 8 | RECS | SH | $101.2M | 3.47% | 2,339,266 | — | — | |
| ▸ 9 | QQQM | SH | $81.0M | 2.78% | 267,482 | — | — | |
| ▸ 10 | JCPB | SH | $80.5M | 2.76% | 1,716,003 | — | — |
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Frequently Asked Questions
What stocks does Bogart Wealth, LLC hold as of Q2 2026?
Bogart Wealth, LLC reported 2011 positions worth $2.92B in its Q2 2026 13F filing. Largest positions: VOO (6.8%), ACWI (5.6%), XOM (5.6%), CGDV (4.1%) and BND (4.1%).
What did Bogart Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bogart Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.