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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 16  ·  313 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 -1.9%
2 SPDW SPDR INDEX SHS FDS 1,185,872.0 $52.7M 4.17% +120K +11.3% $44.41 +11.1%
3 SPYG SPDR SERIES TRUST 489,110.0 $52.2M 4.13% -6K -1.2% $106.70 +10.0%
4 AVDE AMERICAN CENTY ETF TR 632,792.0 $52.1M 4.13% +17K +2.7% $82.32 +9.1%
5 SPYV SPDR SERIES TRUST 884,473.0 $50.2M 3.98% +5K +0.5% $56.81 +5.6%
6 SPIB SPDR SERIES TRUST 1,387,356.0 $46.9M 3.72% +86K +6.6% $33.81 -1.6%
7 VTI VANGUARD INDEX FDS 125,672.0 $42.1M 3.34% -675.0 -0.5% $335.27 +7.8%
8 JMBS JANUS DETROIT STR TR 879,758.0 $40.2M 3.18% +33K +4.0% $45.69 -2.1%
9 BINC BLACKROCK ETF TRUST II 588,785.0 $31.1M 2.46% +30K +5.3% $52.77 -1.4%
10 SPEM SPDR INDEX SHS FDS 591,164.0 $27.7M 2.19% +15K +2.5% $46.81 +8.5%
11 VCRB VANGUARD MALVERN FDS 279,275.0 $21.8M 1.72% +20K +7.7% $77.89 -1.8%
12 AVEM AMERICAN CENTY ETF TR 261,668.0 $20.2M 1.60% +5K +2.1% $77.02 +18.5%
13 IQDG WISDOMTREE TR 447,451.0 $18.6M 1.47% -69K -13.4% $41.48 +0.9%
14 JMUB J P MORGAN EXCHANGE TRADED F 352,699.0 $17.8M 1.41% +12K +3.5% $50.50 -1.0%
15 VTV VANGUARD INDEX FDS 79,874.0 $15.3M 1.21% +3K +3.7% $190.99 +8.2%
16 JBND J P MORGAN EXCHANGE TRADED F 281,089.0 $15.2M 1.20% +5K +1.9% $54.07 -2.0%
17 MSFT MICROSOFT CORP Technology 30,710.0 $14.9M 1.18% +2K +7.4% $483.63 -13.1%
18 AAPL APPLE INC Technology 50,401.0 $13.7M 1.08% +346.0 +0.7% $271.86 +8.8%
19 QUAL ISHARES TR 67,462.0 $13.4M 1.06% -6K -8.1% $198.62 +5.7%
20 VANGUARD MUN BD FDS 172,709.0 $13.1M 1.03% +11K +6.9% $75.57
Page 1 of 16  ·  313 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%