CogentBlue Wealth Advisors, LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 107,556
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 52 | 107,556 | 13F-HR | CogentBlue Wealth Advisors, LLC |
| Q2 2026 | 7/16/2026 | 103 | 174,535 | 13F-HR | CogentBlue Wealth Advisors, LLC |
| Q1 2026 | 4/16/2026 | 78 | 148,747 | 13F-HR | CogentBlue Wealth Advisors, LLC |
| Q4 2025 | 1/16/2026 | 75 | 146,751 | 13F-HR | CogentBlue Wealth Advisors, LLC |
| Q3 2025 | 10/15/2025 | 76 | 146,753 | 13F-HR | CogentBlue Wealth Advisors, LLC |
| Q2 2025 | 7/17/2025 | 73 | 130,586 | 13F-HR | CogentBlue Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.58 K | 9.8% | 0 | 29.4 K | -29.4 K |
| ETFs | 96.54 K | 89.8% | 0 | 37.58 K | -37.58 K |
| Debt | 428 | 0.4% | 0 | 14 | -14 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
107,556
Holdings
52
QoQ value change ($000)
-66,979
(-38.4%)
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.