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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VSGX VANGUARD WORLD FD 17,286.0 $1.2M 0.10% -2K -10.3% $71.62 +9.8%
62 VOO VANGUARD INDEX FDS 1,880.0 $1.2M 0.09% -146.0 -7.2% $627.29 +7.9%
63 AVUV AMERICAN CENTY ETF TR 11,080.0 $1.1M 0.09% -450.0 -3.9% $101.98 +16.2%
64 USFR WISDOMTREE TR 21,563.0 $1.1M 0.09% -4K -16.9% $50.32 +0.2%
65 IXUS ISHARES TR 12,662.0 $1.1M 0.09% -131.0 -1.0% $84.64 +10.5%
66 ESML ISHARES TR 20,670.0 $950K 0.07% -469.0 -2.2% $45.98 +10.8%
67 SUB ISHARES TR 8,742.0 $933K 0.07% -531.0 -5.7% $106.70 -0.5%
68 IBDV ISHARES TR 36,790.0 $812K 0.06% -3K -6.5% $22.07 -1.7%
69 ITOT ISHARES TR 5,402.0 $803K 0.06% -161.0 -2.9% $148.69 +8.0%
70 SCHD SCHWAB STRATEGIC TR 29,183.0 $800K 0.06% -2K -6.0% $27.43 +16.2%
71 SPSM SPDR SERIES TRUST 16,254.0 $762K 0.06% -849.0 -5.0% $46.86 +11.5%
72 CEG CONSTELLATION ENERGY CORP Utilities 2,129.0 $752K 0.06% -301.0 -12.4% $353.32 -26.0%
73 IBDW ISHARES TR 30,382.0 $643K 0.05% -2K -7.4% $21.15 -2.0%
74 VLUE ISHARES TR 4,528.0 $619K 0.05% -28.0 -0.6% $136.72 +29.9%
75 JBBB JANUS DETROIT STR TR 12,655.0 $604K 0.05% -216.0 -1.7% $47.70 -0.8%
76 VO VANGUARD INDEX FDS 2,031.0 $589K 0.05% -18.0 -0.9% $290.21 -73.7%
77 NRG NRG ENERGY INC Utilities 3,038.0 $484K 0.04% -438.0 -12.6% $159.24 -21.5%
78 USRT ISHARES TR 8,358.0 $476K 0.04% -1K -11.1% $56.96 +12.7%
79 VSS VANGUARD INTL EQUITY INDEX F 3,313.0 $475K 0.04% -187.0 -5.3% $143.33 +10.2%
80 SLYV SPDR SERIES TRUST 4,954.0 $451K 0.04% -74.0 -1.5% $90.97 +11.1%
Page 4 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%