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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 2 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGRW WISDOMTREE TR 144,875.0 $13.0M 1.03% -9K -5.6% $89.43 +6.9%
22 VEA VANGUARD TAX-MANAGED FDS 206,333.0 $12.9M 1.02% +2K +0.8% $62.47 +10.9%
23 AVMC AMERICAN CENTY ETF TR 167,793.0 $11.9M 0.94% -7K -4.2% $70.64 +8.1%
24 NVDA NVIDIA CORPORATION Technology 62,089.0 $11.6M 0.92% -4K -5.9% $186.50 +19.1%
25 BSV VANGUARD BD INDEX FDS 138,847.0 $10.9M 0.87% +10K +8.0% $78.81 -1.3%
26 SPY SPDR S&P 500 ETF TR Financial Services 15,922.0 $10.9M 0.86% $681.91 +8.0%
27 GOOGL ALPHABET INC Communication Services 33,665.0 $10.5M 0.83% -9K -20.5% $313.00 +28.3%
28 JPIB J P MORGAN EXCHANGE TRADED F 215,157.0 $10.5M 0.83% +9K +4.3% $48.70 -2.1%
29 SPMD SPDR SERIES TRUST 169,858.0 $9.8M 0.78% $57.91 +9.3%
30 DFAS DIMENSIONAL ETF TRUST 136,525.0 $9.5M 0.75% -8K -5.8% $69.67 +8.9%
31 VUG VANGUARD INDEX FDS 19,104.0 $9.3M 0.74% +1K +6.7% $487.85 -82.2%
32 NUBD NUSHARES ETF TR 407,545.0 $9.1M 0.72% +33K +8.9% $22.36 -1.9%
33 ISTB ISHARES TR 182,600.0 $8.9M 0.70% +3K +1.8% $48.75 -1.3%
34 AMZN AMAZON COM INC Consumer Cyclical 37,838.0 $8.7M 0.69% +461.0 +1.2% $230.82 +14.6%
35 DFAC DIMENSIONAL ETF TRUST 212,115.0 $8.4M 0.67% -13K -5.6% $39.59 +8.3%
36 AVGO BROADCOM INC Technology 22,168.0 $7.7M 0.61% -3K -10.4% $346.10 +21.2%
37 SCMB SCHWAB STRATEGIC TR 294,181.0 $7.6M 0.60% +23K +8.3% $25.76 -1.2%
38 VANGUARD MUN BD FDS 97,602.0 $7.5M 0.59% +15K +18.7% $76.45
39 META META PLATFORMS INC Communication Services 10,686.0 $7.1M 0.56% +905.0 +9.2% $660.09 -7.6%
40 DFCF DIMENSIONAL ETF TRUST 157,452.0 $6.7M 0.53% +2K +1.2% $42.56 -1.4%
Page 2 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%