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CogentBlue Wealth Advisors, LLC
RIA/Wealth
CogentBlue Wealth Advisors, LLC is a RIA/Wealth based in Knoxville, TN led by Wesley Spaulding Brown, reporting $566.0M in AUM as of Q3 2025 with 81% ETF concentration, 58% concentrated in top 10 holdings, and 18% allocation to AVDV.
PresidentWesley Spaulding Brown
- Portfolio Value
- $146.8M
- Positions
- 76
- Top Holding
- AVDV at 17.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CogentBlue Wealth Advisors, LLC's portfolio (58.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.4M | 17.97% | -$608.7K Sold | — 296.3K shares | |
ETF ETF | $9.6M | 6.56% | +$551.3K Bought | — 160.3K shares | |
ETF ETF | $8.7M | 5.91% | +$441.0K Bought | — 59.5K shares | |
ETF ETF | $8.5M | 5.82% | +$1.1K Bought | — 226.1K shares | |
ETF ETF | $6.8M | 4.60% | +$41.4K Bought | — 84.2K shares | |
ETF ETF | $6.6M | 4.51% | +$2.6K Bought | — 217.7K shares | |
ETF ETF | $5.4M | 3.71% | -$282.4K Sold | — 93.5K shares | |
ETF ETF | $4.7M | 3.21% | +$4.7M New | — 172.3K shares | |
ETF ETF | $4.5M | 3.06% | -$564.8K Sold | — 13.7K shares | |
ETF ETF | $4.4M | 2.96% | +$1.0M Bought | — 90.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CogentBlue Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-42.44% | |
-13.67% |
Analytics
Portfolio insights and performance metrics for CogentBlue Wealth Advisors, LLC
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