Bogart Wealth, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$2.6B
Holdings
1,810
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XOM
EXXON MOBIL CORP COM
Q1 2026: Sold 4.3% (42.3k → 40.5k shares)
8.0%
02
$VOO
VANGUARD S&P 500 ETF
Q1 2026: Sold 92.9% (34.6k → 2.5k shares)
5.8%
03
$ACWI
ISHARES MSCI ACWI ETF
Held since at least Q1 2024
5.5%
04
$BND
VANGUARD TOTAL BOND MARKET ETF
Q1 2026: New position (9.0k shares)
4.4%
05
$CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
Q4 2025: New position (464 shares)
3.9%
06
$UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
Held since at least Q1 2024
3.7%
07
$JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
Held since at least Q1 2024
3.6%
08
$RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
Held since at least Q1 2024
3.4%
09
$JCPB
JPMORGAN CORE PLUS BOND ETF
Held since at least Q1 2024
2.9%
10
$FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
Q4 2025: New position (537 shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:30 UTC.