DOSSIER · 13F-HR · Q1 2026
Cooksen Wealth, LLC
$138M in tracked AUM across 45 positions as of Q1 2026.
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CIK 0002016393 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of Cooksen Wealth, LLC SEC 13F Filing
1. Portfolio Overview
Cooksen Wealth, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 105.0%, rising from $66.68M to $136.71M. This dramatic increase in capital is accompanied by a structural shift in portfolio construction, with the number of holdings increasing to 45.
The portfolio is characterized by a heavy reliance...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.