CIK 1841506
CGN Advisors LLC
Institutional 13F holdings & portfolio
Holdings
313
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 313
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 212K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 116K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 60K | $1M+ | SH |
| MUB | ISHARES TR | 44K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 77K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 8K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 21K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 112K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 27K | $1M+ | SH |
| TJX | TJX COS INC NEW | 27K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 135K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| CRM | SALESFORCE INC | 14K | $1M+ | SH |
| USMV | ISHARES TR | 39K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 24K | $1M+ | SH |
| KLAC | KLA CORP | 3K | $1M+ | SH |
| MCK | MCKESSON CORP | 4K | $1M+ | SH |
| MCD | MCDONALDS CORP | 11K | $1M+ | SH |
| HD | HOME DEPOT INC | 10K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 14K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 28K | $1M+ | SH |
| CSCO | CISCO SYS INC | 43K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 25K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 19K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 138K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| ENB | ENBRIDGE INC | 67K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 26K | $1M+ | SH |
| AGG | ISHARES TR | 31K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 21K | $1M+ | SH |
| SUSB | ISHARES TR | 121K | $1M+ | SH |
| BBAG | J P MORGAN EXCHANGE TRADED F | 65K | $1M+ | SH |
| BX | BLACKSTONE INC | 19K | $1M+ | SH |
| MRK | MERCK & CO INC | 28K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 115K | $1M+ | SH |
| SUSA | ISHARES TR | 21K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 24K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| PEP | PEPSICO INC | 20K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 29K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 85K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 61K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 6K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 54K | $1M+ | SH |
| ESGU | ISHARES TR | 18K | $1M+ | SH |