Bogart Wealth, LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$2.5B
Holdings
1,584
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,584 positions)
| Stock | Value |
|---|---|
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $44K |
IBBISHARES BIOTECHNOLOGY ETF | $44K |
CITCINTAS CORP COM | $44K |
UPSTUPSTART HLDGS INC COM | $43K |
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM | $43K |
ALBALBEMARLE CORP COM | $43K |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $43K |
CRWVCOREWEAVE INC COM CL A | $43K |
DOWDOW INC COM | $43K |
DHRDANAHER CORPORATION COM | $43K |
7HPHP INC COM | $43K |
PLDPROLOGIS INC. COM | $42K |
NVONOVO-NORDISK A S ADR | $42K |
NETCLOUDFLARE INC CL A COM | $42K |
PKGPACKAGING CORP AMER COM | $41K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $41K |
HODLVANECK BITCOIN ETF | $41K |
BBYBEST BUY INC COM | $41K |
QSRRESTAURANT BRANDS INTL INC COM | $41K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $40K |
FELCFIDELITY ENHANCED LARGE CAP CORE ETF | $40K |
IBMSISHARES IBONDS DEC 2032 TERM TREASURY ETF | $40K |
PXFINVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $40K |
AGNCAGNC INVT CORP COM | $40K |
IVRINVESCO MORTGAGE CAPITAL INC COM | $39K |
ULUNILEVER PLC SPON ADR NEW | $39K |
MARMARRIOTT INTL INC NEW CL A | $39K |
ONONON HLDG AG NAMEN AKT A | $39K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $39K |
RRRICHTECH ROBOTICS INC CL B | $39K |
SPHQINVESCO S&P 500 QUALITY ETF | $38K |
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF | $38K |
EFAISHARES MSCI EAFE ETF | $38K |
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM | $38K |
AFRMAFFIRM HLDGS INC COM CL A | $38K |
BPBP PLC SPONSORED ADR | $38K |
ECLECOLAB INC COM | $38K |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $38K |
SNOWSNOWFLAKE INC COM SHS | $38K |
ELVELEVANCE HEALTH INC FORMERLY A COM | $38K |
DFARDIMENSIONAL US REAL ESTATE ETF | $38K |
SCHWSCHWAB CHARLES CORP COM | $37K |
HRBBLOCK H & R INC COM | $37K |
NXJNUVEEN NEW JERSEY QULT MUN FD COM | $37K |
ETHEGRAYSCALE ETHEREUM STAKING ETF | $37K |
COWZPACER US CASH COWS 100 ETF | $36K |
OXMOXFORD INDS INC COM | $36K |
AIC3 AI INC CL A | $36K |
JBLUJETBLUE AWYS CORP COM | $36K |
QQQINEOS NASDAQ 100 HIGH INCOME ETF | $36K |
RCLROYAL CARIBBEAN GROUP COM | $36K |
DVYAISHARES ASIA/PACIFIC DIVIDEND ETF | $36K |
COPCONOCOPHILLIPS COM | $36K |
SWKSTANLEY BLACK & DECKER INC COM | $35K |
TRVCCITIGROUP INC COM NEW | $35K |
TEAMATLASSIAN CORPORATION CL A | $35K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $35K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $35K |
REGREGENCY CTRS CORP COM | $35K |
ORCORCHID IS CAP INC COM NEW | $35K |
MAGSROUNDHILL MAGNIFICENT SEVEN ETF | $35K |
VGLTVANGUARD LONG-TERM TREASURY ETF | $34K |
KEXKIRBY CORP COM | $34K |
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | $34K |
AFLAFLAC INC COM | $34K |
KHCKRAFT HEINZ CO COM | $33K |
DALDELTA AIR LINES INC DEL COM NEW | $33K |
ILFISHARES LATIN AMERICA 40 ETF | $33K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $33K |
SGSWEETGREEN INC COM CL A | $33K |
MAGAPOINT BRIDGE AMERICA FIRST ETF | $33K |
ROSTROSS STORES INC COM | $33K |
VZLAVIZSLA SILVER CORP COM NEW | $32K |
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $32K |
VPLVANGUARD FTSE PACIFIC ETF | $32K |
MCOMOODYS CORP COM | $31K |
AMCAMC ENTMT HLDGS INC CL A NEW | $31K |
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $31K |
MCHIISHARES MSCI CHINA ETF | $30K |
SOXXISHARES SEMICONDUCTOR ETF | $30K |
MSTXDEFIANCE DAILY TARGET 2X LONG MSTR ETF | $30K |
WPMWHEATON PRECIOUS METALS CORP COM | $30K |
SLBSLB LIMITED COM STK | $30K |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $30K |
HIMSHIMS & HERS HEALTH INC COM CL A | $29K |
SRESEMPRA COM | $29K |
AWGASBURY AUTOMOTIVE GROUP INC COM | $29K |
LUVSOUTHWEST AIRLS CO COM | $29K |
UBSIUNITED BANKSHARES INC WEST VA COM | $29K |
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $29K |
BNDWVANGUARD TOTAL WORLD BOND ETF | $29K |
PLBYPLAYBOY INC COM | $28K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $28K |
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | $28K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $28K |
WRBBERKLEY W R CORP COM | $28K |
CLXCLOROX CO DEL COM | $28K |
PIPRPIPER SANDLER COMPANIES COM | $27K |
FENIFIDELITY ENHANCED INTERNATIONAL ETF | $27K |
CHRDCHORD ENERGY CORPORATION COM NEW | $27K |