Cooke Wealth Management, LLC
CIK 2093659
13F portfolio (2026-Q1)
$113M
Positions
37
As reported on this filer's Form 13F for 2026-Q1, filed 2026-04-10. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | VTI | VANGUARD INDEX FDS |
| 2 | SCHF | SCHWAB STRATEGIC TR |
| 3 | SPSB | SPDR SERIES TRUST |
| 4 | EFA | ISHARES TR |
| 5 | SCHR | SCHWAB STRATEGIC TR |
Top holdings — weights and history with Pro
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