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Cordant, Inc.
Cordant Wealth Partners is a Registered Investment Advisor providing financial planning and wealth management services to individuals and high net-worth individuals.
Investment Strategy
Comprehensive wealth management services including financial planning, portfolio management, and execution on a discretionary basis.
Latest 13F Filing Activity
Cordant, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 66 equity positions with a total 13F market value of $222M. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS, Vanguard Intl Equity Index F among other positions. Cordant, Inc. reduced exposure to Vanguard Index FDS, Dimensional Etf Trust, Ishares TR among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 13.60% | $30.1M | 502,959 | $44.42 | $59.92 | +$1.8M |
V VGSH | VANGUARD SCOTTSDALE FDS | 12.72% | $28.2M | 478,702 | $60.05 | $58.85 | +$1.1M |
V VTI | VANGUARD INDEX FDS | 11.70% | $25.9M | 78,973 | $183.66 | $328.17 | +$2.4M |
V VWO | VANGUARD INTL EQUITY INDEX F | 6.91% | $15.3M | 282,444 | $44.69 | $54.18 | +$1.7M |
V VCIT | VANGUARD SCOTTSDALE FDS | 6.62% | $14.7M | 174,275 | $88.28 | $84.11 | +$729.8K |
Industry Allocation
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