Bogart Wealth, LLC: summary

Bogart Wealth, LLC reported 2,058 positions with a reported value of $3.04B in its 13F for Q3 2026. Compared with Q2 2026: 197 new positions, 150 exited.

Top positions

• VANGUARD S&P 500 ETF
• EXXONMOBIL HOLDINGS CORP COM SHS
• ISHARES TR
• CAPITAL GROUP DIVIDEND VALUE ETF
• VANGUARD TOTAL BOND MARKET ETF
• COLUMBIA ETF TR I
• J P MORGAN EXCHANGE TRADED F
• VICTORY PORTFOLIOS II
• JPMORGAN CORE PLUS BOND ETF
• INVESCO NASDAQ 100 ETF