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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 2 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VANGUARD MUN BD FDS 173,051.0 $13.2M 0.96% $76.40
22 NVDA NVIDIA CORPORATION Technology 62,272.0 $12.5M 0.91% $200.09 +7.3%
23 GOOGL ALPHABET INC Communication Services 34,571.0 $12.4M 0.90% +906.0 +2.7% $357.37 -3.5%
24 MSFT MICROSOFT CORP Technology 32,106.0 $12.0M 0.87% +1K +4.5% $373.02 +29.5%
25 DFUS DIMENSIONAL ETF TRUST 145,904.0 $12.0M 0.87% +142K +3490.2% $81.94 +2.1%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,781.0 $11.8M 0.86% -141.0 -0.9% $746.77 +2.5%
27 GARP ISHARES TR 141,881.0 $11.7M 0.85% +55K +63.2% $82.55 +0.6%
28 BSV VANGUARD BD INDEX FDS 148,625.0 $11.6M 0.84% +10K +7.0% $77.91 -0.4%
29 JPIB J P MORGAN EXCHANGE TRADED F 232,330.0 $11.2M 0.82% +17K +8.0% $48.35 -1.0%
30 SPMD SPDR SERIES TRUST 164,377.0 $11.1M 0.81% -5K -3.2% $67.56 -0.4%
31 AMZN AMAZON COM INC Consumer Cyclical 42,468.0 $10.1M 0.74% +5K +12.2% $238.34 +8.5%
32 NUBD NUSHARES ETF TR 452,900.0 $10.0M 0.73% +45K +11.1% $22.14 -1.7%
33 CGDV CAPITAL GROUP DIVIDEND VALUE 202,765.0 $10.0M 0.73% +66K +47.8% $49.28 +1.9%
34 VUG VANGUARD INDEX FDS 115,234.0 $9.9M 0.72% +96K +503.2% $86.14 +1.6%
35 DFAC DIMENSIONAL ETF TRUST 215,191.0 $9.5M 0.70% +3K +1.4% $44.36 +2.8%
36 VANGUARD MUN BD FDS 124,154.0 $9.5M 0.69% +27K +27.2% $76.63
37 AVGO BROADCOM INC Technology 21,970.0 $8.3M 0.61% -198.0 -0.9% $377.75 -2.5%
38 VXUS VANGUARD STAR FDS 95,988.0 $8.2M 0.60% +10K +12.3% $85.49 +2.6%
39 DFCF DIMENSIONAL ETF TRUST 172,063.0 $7.3M 0.53% +15K +9.3% $42.21 -1.8%
40 VANGUARD MALVERN FDS 94,661.0 $7.2M 0.53% NEW $76.34
Page 2 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%