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Portfolio (Quarterly) Guide ↗

CGN Advisors LLC

· CIK 0001841506
13F Portfolio $1.3B AUM 313 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 138 Added 109 Reduced 11 Exited
Page 1 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 1,707,036.0 $80.8M 6.40% +77K +4.7% $47.35 -1.8%
2 SPDW SPDR INDEX SHS FDS 1,185,872.0 $52.7M 4.17% +120K +11.3% $44.41 +11.5%
3 AVDE AMERICAN CENTY ETF TR 632,792.0 $52.1M 4.13% +17K +2.7% $82.32 +9.2%
4 SPYV SPDR SERIES TRUST 884,473.0 $50.2M 3.98% +5K +0.5% $56.81 +5.4%
5 SPIB SPDR SERIES TRUST 1,387,356.0 $46.9M 3.72% +86K +6.6% $33.81 -1.5%
6 JMBS JANUS DETROIT STR TR 879,758.0 $40.2M 3.18% +33K +4.0% $45.69 -1.9%
7 BINC BLACKROCK ETF TRUST II 588,785.0 $31.1M 2.46% +30K +5.3% $52.77 -1.4%
8 SPEM SPDR INDEX SHS FDS 591,164.0 $27.7M 2.19% +15K +2.5% $46.81 +9.0%
9 VCRB VANGUARD MALVERN FDS 279,275.0 $21.8M 1.72% +20K +7.7% $77.89 -1.8%
10 AVEM AMERICAN CENTY ETF TR 261,668.0 $20.2M 1.60% +5K +2.1% $77.02 +20.0%
11 JMUB J P MORGAN EXCHANGE TRADED F 352,699.0 $17.8M 1.41% +12K +3.5% $50.50 -1.0%
12 VTV VANGUARD INDEX FDS 79,874.0 $15.3M 1.21% +3K +3.7% $190.99 +8.3%
13 JBND J P MORGAN EXCHANGE TRADED F 281,089.0 $15.2M 1.20% +5K +1.9% $54.07 -1.9%
14 MSFT MICROSOFT CORP Technology 30,710.0 $14.9M 1.18% +2K +7.4% $483.63 -13.8%
15 AAPL APPLE INC Technology 50,401.0 $13.7M 1.08% +346.0 +0.7% $271.86 +9.6%
16 VANGUARD MUN BD FDS 172,709.0 $13.1M 1.03% +11K +6.9% $75.57
17 VEA VANGUARD TAX-MANAGED FDS 206,333.0 $12.9M 1.02% +2K +0.8% $62.47 +11.4%
18 BSV VANGUARD BD INDEX FDS 138,847.0 $10.9M 0.87% +10K +8.0% $78.81 -1.2%
19 JPIB J P MORGAN EXCHANGE TRADED F 215,157.0 $10.5M 0.83% +9K +4.3% $48.70 -2.0%
20 VUG VANGUARD INDEX FDS 19,104.0 $9.3M 0.74% +1K +6.7% $487.85 -82.1%
Page 1 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 17.4%
Healthcare 11.1%
Communication Services 10.6%
Consumer Cyclical 8.1%
Industrials 7.7%
Consumer Defensive 5.9%
Energy 3.1%
Utilities 2.2%
Real Estate 1.3%