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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CogentBlue Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0002054047-25-000002

Total Value
$146.8M
Positions
76
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (76)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR025072802296,272$26.4M17.97%
2VANGUARD SCOTTSDALE FDS92206C706160,304$9.6M6.56%
3ISHARES TR46428715059,528$8.7M5.91%
4DIMENSIONAL ETF TRUST25434V831226,093$8.5M5.82%
5ISHARES TR46435G32684,214$6.8M4.60%
6DIMENSIONAL ETF TRUST25434V765217,680$6.6M4.51%
7DIMENSIONAL ETF TRUST25434V60993,521$5.4M3.71%
8DIMENSIONAL ETF TRUST25434V658172,305$4.7M3.21%
9VANGUARD INDEX FDS92290876913,688$4.5M3.06%
10DIMENSIONAL ETF TRUST25434V86490,282$4.4M2.96%
11VANGUARD MALVERN FDS92202080583,353$4.2M2.88%
12NVIDIA CORPORATIONNVDA21,376$4.0M2.72%
13VANGUARD TAX-MANAGED FDS92194385862,666$3.8M2.56%
14EA SERIES TRUST02072L532164,875$3.7M2.54%
15DIMENSIONAL ETF TRUST25434V732109,685$3.5M2.40%
16APPLE INCAAPL13,430$3.4M2.33%
17MICROSOFT CORPMSFT5,852$3.0M2.07%
18ISHARES TR46428887734,431$2.3M1.59%
19TAIWAN SEMICONDUCTOR MFG LTD8740391008,299$2.3M1.58%
20ISHARES INC46434G10332,524$2.1M1.46%
21TJX COS INC NEW87254010913,370$1.9M1.32%
22CAMTEK LTDCAMT14,837$1.6M1.06%
23DIMENSIONAL ETF TRUST25434V84925,881$1.2M0.85%
24VANGUARD INTL EQUITY INDEX F92204285821,511$1.2M0.79%
25VANGUARD BD INDEX FDS92193782714,406$1.1M0.77%
26AMERICAN CENTY ETF TR02507287711,334$1.1M0.77%
27DIMENSIONAL ETF TRUST25434V80721,801$1.0M0.69%
28ISHARES TR4642886618,317$993,9650.68%
29SPDR INDEX SHS FDS78463X88918,853$806,7260.55%
30EATON CORP PLCETN2,124$794,9070.54%
31L3HARRIS TECHNOLOGIES INCLHX2,382$727,5380.50%
32DIMENSIONAL ETF TRUST25434V78119,821$707,4130.48%
33SPDR SERIES TRUST78464A8058,666$698,9350.48%
34DIMENSIONAL ETF TRUST25434V70816,741$645,6990.44%
35ICICI BANK LIMITEDIBN20,688$625,3980.43%
36AMERICAN CENTY ETF TR0250726048,160$612,8980.42%
37BROADCOM INCAVGO1,843$608,0240.41%
38JPMORGAN CHASE & CO.VYLD1,897$598,3710.41%
39SPDR SERIES TRUST78464A3006,550$580,6250.40%
40ASML HOLDING N VASMLF595$576,0140.39%
41HDFC BANK LTDHDB16,229$554,3830.38%
42ISHARES TR46428723410,046$536,4370.37%
43ROYAL BK CDA7800871023,274$482,3260.33%
44VISA INCV1,343$458,4730.31%
45ORACLE CORPORCL-PD1,611$453,0780.31%
46MASTERCARD INCORPORATEDMA695$395,3230.27%
47APPLOVIN CORPAPP531$381,5450.26%
48SONY GROUP CORPSNEJF13,047$375,6230.26%
49WALMART INCWMT3,594$370,3980.25%
50ROBINHOOD MKTS INC7707001022,391$342,3430.23%
51ISHARES TR46432F3391,755$341,3480.23%
52HOME DEPOT INCHD840$340,3600.23%
53ISHARES TR46432F3961,302$333,8980.23%
54INFOSYS LTDINFY19,284$313,7510.21%
55GOLDMAN SACHS ETF TRNVGLF7,380$300,5870.20%
56SHERWIN WILLIAMS COSHW848$293,6280.20%
57INTERNATIONAL BUSINESS MACHSINTR992$279,9030.19%
58PIMCO ETF TR72201R2055,074$274,9000.19%
59KROGER COKR4,056$273,4150.19%
60PROCTER AND GAMBLE CO7427181091,777$273,0360.19%
61BANK AMERICA CORP0605051044,824$248,8700.17%
62BANCO BILBAO VIZCAYA ARGENTABBVXF12,921$248,7290.17%
63CATERPILLAR INCCAT518$247,1640.17%
64DEERE & CODE539$246,4630.17%
65NETFLIX INCNFLX205$245,7790.17%
66BANCO SANTANDER S.A.BCDRF21,813$228,6000.16%
67ISHARES INC4642865333,520$224,6820.15%
68UNITED PARCEL SERVICE INCUPS2,645$220,9370.15%
69SPDR SERIES TRUST78464A8542,796$219,0390.15%
70SAP SESAPGF798$213,2340.15%
71WELLS FARGO CO NEW9497461012,528$211,8970.14%
72AMERICAN EXPRESS COAXP631$209,5930.14%
73UNITED MICROELECTRONICS CORPUMC19,749$149,6970.10%
74ASE TECHNOLOGY HLDG CO LTDASX12,631$140,0780.10%
75MIZUHO FINANCIAL GROUP INCMZHOF16,746$112,1980.08%
76WIPRO LTDWIT12,386$32,5750.02%