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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 10 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACN ACCENTURE PLC IRELAND Technology 3,700.0 $993K 0.08% $268.30 -33.8%
182 SFLR INNOVATOR ETFS TRUST 26,479.0 $976K 0.08% +4K +19.7% $36.86 +2.8%
183 TAXX BONDBLOXX ETF TRUST 19,230.0 $975K 0.08% +1K +5.8% $50.72 -0.3%
184 DFSI DIMENSIONAL ETF TRUST 22,690.0 $972K 0.08% +1K +5.9% $42.85 +4.6%
185 IBDU ISHARES TR 41,131.0 $963K 0.08% $23.40 -1.3%
186 ESML ISHARES TR 20,670.0 $950K 0.07% -469.0 -2.2% $45.98 +10.7%
187 J P MORGAN EXCHANGE TRADED F 18,723.0 $947K 0.07% +448.0 +2.5% $50.59
188 SUB ISHARES TR 8,742.0 $933K 0.07% -531.0 -5.7% $106.70 -0.5%
189 JEPI J P MORGAN EXCHANGE TRADED F 15,533.0 $889K 0.07% +305.0 +2.0% $57.24 -1.9%
190 CALAMOS ETF TR 42,289.0 $882K 0.07% NEW $20.85
191 ISHARES TR 33,986.0 $862K 0.07% +26K +330.4% $25.38
192 GGG GRACO INC Industrials 10,048.0 $824K 0.07% $81.97 -7.6%
193 IBDV ISHARES TR 36,790.0 $812K 0.06% -3K -6.5% $22.07 -1.7%
194 VV VANGUARD INDEX FDS 2,573.0 $810K 0.06% +274.0 +11.9% $314.80 +7.9%
195 ITOT ISHARES TR 5,402.0 $803K 0.06% -161.0 -2.9% $148.69 +8.2%
196 SCHD SCHWAB STRATEGIC TR 29,183.0 $800K 0.06% -2K -6.0% $27.43 +16.8%
197 IAGG ISHARES TR 15,974.0 $799K 0.06% +108.0 +0.7% $50.01 -0.4%
198 VDE VANGUARD WORLD FD 6,193.0 $780K 0.06% +80.0 +1.3% $125.92 +36.2%
199 ORCL ORACLE CORP Technology 3,973.0 $774K 0.06% +33.0 +0.8% $194.91 -1.0%
200 SPSM SPDR SERIES TRUST 16,254.0 $762K 0.06% -849.0 -5.0% $46.86 +11.6%
Page 10 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%