13F Filings History of Cooksen Wealth, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$136,711,533
Signature - Title
Lindsey Cooksen - Founder, Managing Director
Location
The Woodlands, TX
Summary
This page shows a list of all the recent 13F filings made by Cooksen Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cooksen Wealth, LLC reported 45 stock holdings with total value $136,711,533 as of Q4 2025. Top holdings included IWF, XLK, VTV, XLF, and XLY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $136,711,533 +$14,496,442 -$1,174,657 +$13,321,785 IWF, XLK, VTV, XLF, XLY 13F-HR 20 Jan 2026, 09:25
Q3 2025 45 $133,945,347 +$4,356,498 -$3,158,659 +$1,197,839 IWF, XLK, VTV, XLY, XLF 13F-HR 30 Oct 2025, 10:40
Q2 2025 90 $124,446,277 +$15,364,130 -$2,748,192 +$12,615,938 IWF, XLK, VTV, XLF, XLY 13F-HR 14 Aug 2025, 18:30
Q1 2025 94 $97,028,543 +$4,479,226 -$7,491,301 -$3,012,075 IWF, VTV, XLK, XLV, XLF 13F-HR 29 Apr 2025, 16:34
Q4 2024 44 $108,722,836 +$3,014,839 -$673,081 +$2,341,758 IWF, XLK, VTV, XLY, XLF 13F-HR 31 Jan 2025, 11:50
Q3 2024 45 $106,966,082 +$4,012,297 -$2,091,961 +$1,920,336 IWF, XLK, VTV, XLF, XLY 13F-HR 23 Oct 2024, 19:31
Q2 2024 44 $99,102,456 +$2,414,850 -$821,692 +$1,593,158 IWF, XLK, VTV, XLV, XLF 13F-HR 25 Jul 2024, 10:50
Q1 2024 45 $96,138,736 +$4,125,646 -$2,467,387 +$1,658,259 IWF, VTV, XLK, XLV, XLF 13F-HR 15 Apr 2024, 09:36
Q4 2023 89 $88,063,894 $0 $0 $0 IWF, VTV, XLK, VGK, XLV 13F-HR 21 Mar 2024, 19:37