Bogart Wealth, LLC
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,917,973
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 2,013 | 2,917,973 | 13F-HR | Bogart Wealth, LLC |
| Q1 2026 | 4/28/2026 | 1,829 | 2,595,044 | 13F-HR | Bogart Wealth, LLC |
| Q4 2025 | 1/30/2026 | 1,584 | 2,492,129 | 13F-HR | Bogart Wealth, LLC |
| Q3 2025 | 10/27/2025 | 1,528 | 2,466,062 | 13F-HR | Bogart Wealth, LLC |
| Q2 2025 | 7/30/2025 | 1,452 | 2,341,232 | 13F-HR | Bogart Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.87 K
(0.1% of total reported value)
· QoQ Δ:
-1.22 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.253 M | 43.0% | 111.6 K | 0 | 111.6 K |
| ETFs | 1.663 M | 57.0% | 212.6 K | 0 | 212.6 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
2,917,973
Holdings
2013
QoQ value change ($000)
322,929
(12.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.