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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 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 489,110.0 $52.2M 4.13% -6K -1.2% $106.70 +10.8%
2 VTI VANGUARD INDEX FDS 125,672.0 $42.1M 3.34% -675.0 -0.5% $335.27 +8.1%
3 IQDG WISDOMTREE TR 447,451.0 $18.6M 1.47% -69K -13.4% $41.48 +1.1%
4 QUAL ISHARES TR 67,462.0 $13.4M 1.06% -6K -8.1% $198.62 +5.9%
5 DGRW WISDOMTREE TR 144,875.0 $13.0M 1.03% -9K -5.6% $89.43 +6.7%
6 AVMC AMERICAN CENTY ETF TR 167,793.0 $11.9M 0.94% -7K -4.2% $70.64 +8.4%
7 NVDA NVIDIA CORPORATION Technology 62,089.0 $11.6M 0.92% -4K -5.9% $186.50 +21.9%
8 GOOGL ALPHABET INC Communication Services 33,665.0 $10.5M 0.83% -9K -20.5% $313.00 +27.1%
9 DFAS DIMENSIONAL ETF TRUST 136,525.0 $9.5M 0.75% -8K -5.8% $69.67 +8.7%
10 DFAC DIMENSIONAL ETF TRUST 212,115.0 $8.4M 0.67% -13K -5.6% $39.59 +8.5%
11 AVGO BROADCOM INC Technology 22,168.0 $7.7M 0.61% -3K -10.4% $346.10 +21.4%
12 DFAX DIMENSIONAL ETF TRUST 181,030.0 $5.9M 0.47% -13K -6.6% $32.73 +12.5%
13 WMT WALMART INC Consumer Defensive 49,612.0 $5.5M 0.44% -690.0 -1.4% $111.41 +18.0%
14 SPTM SPDR SERIES TRUST 59,988.0 $4.9M 0.39% -2K -2.5% $82.50 +8.4%
15 MUB ISHARES TR 43,550.0 $4.7M 0.37% -1K -3.1% $107.11 -0.9%
16 MA MASTERCARD INCORPORATED Financial Services 7,673.0 $4.4M 0.35% -438.0 -5.4% $570.88 -13.7%
17 JNJ JOHNSON & JOHNSON Healthcare 20,831.0 $4.3M 0.34% -2K -8.5% $206.95 +9.2%
18 CVX CHEVRON CORP NEW Energy 26,949.0 $4.1M 0.33% -670.0 -2.4% $152.41 +24.3%
19 TJX TJX COS INC NEW Consumer Cyclical 26,709.0 $4.1M 0.33% -2K -5.8% $153.61 -3.2%
20 JPM JPMORGAN CHASE & CO. Financial Services 12,434.0 $4.0M 0.32% -238.0 -1.9% $322.23 -7.2%
Page 1 of 6  ·  109 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%