Cooksen Wealth, LLC
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 158,684
- 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 | 7/30/2026 | 45 | 158,684 | 13F-HR | Cooksen Wealth, LLC |
| Q1 2026 | 4/30/2026 | 45 | 137,686 | 13F-HR | Cooksen Wealth, LLC |
| Q4 2025 | 1/20/2026 | 45 | 136,712 | 13F-HR | Cooksen Wealth, LLC |
| Q3 2025 | 10/30/2025 | 45 | 133,945 | 13F-HR | Cooksen Wealth, LLC |
| Q2 2025 | 8/15/2025 | 90 | 124,446 | 13F-HR | Cooksen Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.142 K | 2.6% | 312 | 0 | 312 |
| ETFs | 154.5 K | 97.4% | 20.69 K | 0 | 20.69 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
158,684
Holdings
45
QoQ value change ($000)
20,998
(15.3%)
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.