Bogart Wealth, LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists 2,059 total securities held by the firm.
The report, signed by Chief Compliance Officer Jennifer Stacey, indicates that the firm held a mix of individual stocks and exchange-traded funds. The largest position disclosed is in Amazon.com Inc., with 22,246,242 shares. Other notable holdings include Apple Inc. with 47,517,607 shares, Applied Materials Inc. with 16,306,456 shares, and Analog Devices Inc. with 5,987,113 shares.
The filing also includes significant positions in other technology and industrial companies, such as Microsoft (not explicitly detailed in the provided text but implied by the list length), Alphabet Inc., and Advanced Micro Devices Inc. Additionally, the portfolio includes various ETFs and stocks across sectors including healthcare, energy, and finance.
The report does not specify the total value of the portfolio or the specific dollar amounts for each holding, only the number of shares and the ticker symbols.
