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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 10 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DFSI DIMENSIONAL ETF TRUST 23,017.0 $1.0M 0.08% +327.0 +1.4% $45.10 +5.0%
182 IBDS ISHARES TR 41,853.0 $1.0M 0.07% -14K -24.5% $24.22 -0.1%
183 CGSD CAPITAL GRP FIXED INCM ETF T 39,036.0 $1.0M 0.07% +15K +65.7% $25.73 -0.0%
184 JEPI J P MORGAN EXCHANGE TRADED F 17,576.0 $993K 0.07% +2K +13.2% $56.48 +2.6%
185 SPSM SPDR SERIES TRUST 17,096.0 $986K 0.07% +842.0 +5.2% $57.67 -0.7%
186 J P MORGAN EXCHANGE TRADED F 19,314.0 $977K 0.07% +591.0 +3.2% $50.57
187 AOM ISHARES TR 19,198.0 $958K 0.07% +13K +228.3% $49.89 -0.2%
188 IBDR ISHARES TR 39,457.0 $956K 0.07% -18K -31.0% $24.23 +0.0%
189 IAGG ISHARES TR 18,668.0 $945K 0.07% +3K +16.9% $50.60 -1.6%
190 ETN EATON CORP PLC Industrials 2,181.0 $929K 0.07% NEW $426.03 -1.6%
191 ITOT ISHARES TR 5,352.0 $879K 0.06% -50.0 -0.9% $164.27 +2.3%
192 AMD ADVANCED MICRO DEVICES INC Technology 1,503.0 $873K 0.06% $581.04 -18.6%
193 IVW ISHARES TR 6,313.0 $868K 0.06% +144.0 +2.3% $137.53 +0.9%
194 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,225.0 $862K 0.06% $703.34 -0.5%
195 VDE VANGUARD WORLD FD 5,690.0 $854K 0.06% -503.0 -8.1% $150.13 +19.6%
196 FBND FIDELITY MERRIMACK STR TR 18,717.0 $851K 0.06% -4K -16.1% $45.49 -1.3%
197 VV VANGUARD INDEX FDS 2,459.0 $846K 0.06% -114.0 -4.4% $343.91 +2.5%
198 SCHD SCHWAB STRATEGIC TR 26,485.0 $840K 0.06% -3K -9.2% $31.71 +10.7%
199 SCHX SCHWAB STRATEGIC TR 27,602.0 $812K 0.06% -25K -47.8% $29.43 +2.7%
200 XEMD BONDBLOXX ETF TRUST 18,079.0 $812K 0.06% +3K +18.6% $44.92 -1.1%
Page 10 of 17  ·  322 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%