Cogentblue Wealth Advisors Q2 Portfolio Activity: Significant Buys Observed
Cogentblue Wealth Advisors, LLC's portfolio saw notable changes in the second quarter of 2026. The investor increased positions significantly across several ETFs while reducing holdings in others.
Portfolio Position Changes in Q2
Cogentblue Wealth Advisors, LLC demonstrated active management during the second quarter of 2026, with observable changes to its portfolio holdings. The firm focused on acquiring new positions and adjusting existing ones while reducing allocations in certain areas.
Significant New Purchases
The most striking activity involved several Dimensional ETF Trust additions:
- XHLF, the BonDBloXX ETF TR, was newly acquired with a simultaneous increase of 100% in shares.
- DFIC increased by 100%
- DFLV increased by 100%
- BIV, the Vanguard BD Index Fund Shares, was newly acquired with a simultaneous increase of 100% in shares.
- DFAS increased by 100%
In addition to Dimensional ETFs, Cogentblue Wealth Advisors also initiated positions in:
- AMERICAN CENTY ETF TR (AVDV) - a significant new holding
- EA SERIES TRUST (BSVO) - another notable addition
- VANGUARD SCOTTSDALE FDS (VGIT)
- DIMENSIONAL ETF TRUST (DFGR) - a new Dimensional allocation
- DIMENSIONAL ETF TRUST (DIHP)
Incremental Increases and Decreases
The investor also made incremental adjustments to existing holdings:
- VANGUARD INDEX FDS (VUG) increased by a substantial amount, representing a new position
- ICICI BANK LIMITED (IBN), a Financial Services stock, saw an increase of approximately 4.5%
- WISDOMTREE TR (USFR) increased by about 4.6%
Conversely, the investor reduced positions in:
- DIMENSIONAL ETF TRUST (DIHP)
- AMERICAN CENTY ETF TR (AVDV) - a decrease of approximately 5.3%
No Disclosures for Certain Holdings
The data provided does not include information on changes to the following holdings:
- VANGUARD SCOTTSDALE FDS (VGIT) - no change disclosed
- ISHARES TR (IDEV) - no change disclosed
- BONDBLOXX ETF TRUST (XHLF) is already covered in the new purchases section.
Overall Portfolio Changes
Cogentblue Wealth Advisors' portfolio saw a net increase this quarter, with significant buying activity concentrated across several Dimensional funds and other ETFs. The investor initiated positions in multiple Dimensional ETF Trust offerings including XHLF, DFIC, DFLV, BIV, and DIHP.
For more detailed information on Cogentblue Wealth Advisors' portfolio holdings and changes during Q2 2026, please visit Cogentblue Wealth Advisors. You can explore specific stock movements by visiting the individual links provided for each symbol.