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Portfolio (Quarterly) Guide ↗

CGN Advisors LLC

· CIK 0001841506
13F Portfolio $1.4B AUM 322 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 127 Added 145 Reduced 13 Exited
Page 1 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 1,936,795.0 $90.9M 6.64% +230K +13.5% $46.94 -1.7%
2 AVDE AMERICAN CENTY ETF TR 694,974.0 $62.0M 4.53% +62K +9.8% $89.20 +5.7%
3 SPDW SPDR INDEX SHS FDS 1,226,088.0 $61.8M 4.51% +40K +3.4% $50.39 +3.2%
4 VTI VANGUARD INDEX FDS 133,385.0 $49.4M 3.60% +8K +6.1% $370.04 +2.2%
5 BINC BLACKROCK ETF TRUST II 630,734.0 $33.0M 2.41% +42K +7.1% $52.34 -0.6%
6 AVEM AMERICAN CENTY ETF TR 274,549.0 $26.5M 1.93% +13K +4.9% $96.49 -2.3%
7 VCRB VANGUARD MALVERN FDS 334,261.0 $25.8M 1.89% +55K +19.7% $77.23 -1.7%
8 J P MORGAN EXCHANGE TRADED F 445,972.0 $21.0M 1.53% +440K +7434.6% $47.15
9 VTV VANGUARD INDEX FDS 83,429.0 $18.2M 1.33% +4K +4.5% $217.93 +3.9%
10 DFAS DIMENSIONAL ETF TRUST 197,455.0 $16.3M 1.19% +61K +44.6% $82.34 +0.8%
11 JBND J P MORGAN EXCHANGE TRADED F 290,493.0 $15.5M 1.14% +9K +3.4% $53.50 -1.6%
12 AAPL APPLE INC Technology 51,412.0 $14.9M 1.09% +1K +2.0% $289.36 +6.9%
13 AVMC AMERICAN CENTY ETF TR 180,847.0 $14.5M 1.06% +13K +7.8% $80.25 +1.2%
14 GOOGL ALPHABET INC Communication Services 34,571.0 $12.4M 0.90% +906.0 +2.7% $357.37 -3.5%
15 MSFT MICROSOFT CORP Technology 32,106.0 $12.0M 0.87% +1K +4.5% $373.02 +29.5%
16 DFUS DIMENSIONAL ETF TRUST 145,904.0 $12.0M 0.87% +142K +3490.2% $81.94 +2.1%
17 GARP ISHARES TR 141,881.0 $11.7M 0.85% +55K +63.2% $82.55 +0.6%
18 BSV VANGUARD BD INDEX FDS 148,625.0 $11.6M 0.84% +10K +7.0% $77.91 -0.4%
19 JPIB J P MORGAN EXCHANGE TRADED F 232,330.0 $11.2M 0.82% +17K +8.0% $48.35 -1.0%
20 AMZN AMAZON COM INC Consumer Cyclical 42,468.0 $10.1M 0.74% +5K +12.2% $238.34 +8.5%
Page 1 of 7  ·  127 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 32.2%
Financial Services 17.8%
Healthcare 10.4%
Communication Services 9.5%
Industrials 8.7%
Consumer Cyclical 8.0%
Consumer Defensive 5.6%
Energy 3.0%
Utilities 2.4%
Basic Materials 1.4%