Bogart Wealth, LLC has filed its latest 13F-HR report with the SEC, revealing a total of $3.04 billion in investment holdings as of September 30, 2026. This significant filing underscores the firm's ongoing investment strategy and its positioning within the asset management industry.

As an asset management firm, Bogart Wealth, LLC operates in a competitive environment where firms continually adapt to changing market conditions. The latest filing shows the company has made strategic investments across various sectors, reflecting its approach to portfolio management.

The filing details a total of 2,059 entries in its investment portfolio, which includes a diverse array of stocks and securities. Notable investments include significant positions in major corporations such as 3M Co, Abbott Laboratories, and Alphabet Inc, among others. This diversification strategy indicates Bogart Wealth's commitment to mitigating risk while pursuing growth opportunities.

Jennifer Stacey, Chief Compliance Officer of Bogart Wealth, signed the filing, which was submitted on November 10, 2026. The firm’s address is listed as 2010 Corporate Ridge, Suite 900, McLean, Virginia. The firm has been actively managing its portfolio, with previous filings indicating a consistent approach to investment management.

As the asset management landscape evolves, firms like Bogart Wealth, LLC must remain agile in their investment strategies. The firm’s recent filing could influence its competitors as they also adjust their portfolios in response to market trends.

Looking ahead, it remains to be seen how Bogart Wealth will navigate the challenges and opportunities in the asset management sector. The filing does not specify what actions the firm may take next, but it is clear that the firm is committed to maintaining a robust investment strategy.