Cook Wealth, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Cook Wealth, LLC reported 0 stock positions worth $0.

Most Recent 13F
Q4 2025
Location
RALEIGH, NC
CIK
0001910185
Portfolio Value
$0 (Q4 2025)
SEC Filing
0001910185-26-000001 ↗ filed Feb 5, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $166.3M Q1 2024 Q2 2024: $185.0M Q2 2024 Q3 2024: $199.0M Q3 2024 Q4 2024: $213.2M Q4 2024 Q1 2025: $206.0M Q1 2025 Q2 2025: $0 Q2 2025 Q4 2025: $0 $0 Q4 2025

Holdings 0 stocks · $0

None this quarter.

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 0$0
Q2 2025 0$0
Q1 2025 52$206.0MVOO, IQLT, GOVT, QUAL, VO
Q4 2024 55$213.2MVOO, GOVT, QUAL, IQLT, VO
Q3 2024 54$199.0MVOO, GOVT, QUAL, IQLT, DFAT
Q2 2024 56$185.0MVOO, GOVT, QUAL, IQLT, DFAT
Q1 2024 55$166.3MVOO, GOVT, QUAL, IQLT, DFAT