SEC Form 13F

Bogart Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$2,917,972,725
Positions2,013

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD S&P 500 ETFVOOETF$197,371,031287,374
ISHARES MSCI ACWI ETFACWIETF$164,772,4761,049,707
EXXONMOBIL HOLDINGS CORP COM SHSXOMStock$164,467,6391,202,952
CAPITAL GROUP DIVIDEND VALUE ETFCGDVETF$119,739,8372,429,786
VANGUARD TOTAL BOND MARKET ETFBNDETF$118,487,2931,614,048
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETFJIREETF$102,966,8971,248,235
VICTORYSHARES CORE INTERMEDIATE BOND ETFUITBETF$101,769,9262,172,807
COLUMBIA RESEARCH ENHANCED CORE ETFRECSETF$101,243,4372,339,266
INVESCO NASDAQ 100 ETFQQQMETF$81,039,143267,482
JPMORGAN CORE PLUS BOND ETFJCPBETF$80,549,1951,716,003

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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