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 151–200 of 313
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BALT | INNOVATOR ETFS TRUST | 44K | $1M+ | SH |
| IBDT | ISHARES TR | 56K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 53K | $1M+ | SH |
| IBDR | ISHARES TR | 57K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 60K | $1M+ | SH |
| MET | METLIFE INC | 17K | $1M+ | SH |
| NUDM | NUSHARES ETF TR | 38K | $1M+ | SH |
| EFA | ISHARES TR | 14K | $1M+ | SH |
| IBDS | ISHARES TR | 55K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 43K | $1M+ | SH |
| NFLX | NETFLIX INC | 14K | $1M+ | SH |
| CI | THE CIGNA GROUP | 5K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 2K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 17K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 22K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 3K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 20K | $1M+ | SH |
| ULST | SSGA ACTIVE ETF TR | 28K | $1M+ | SH |
| IEMG | ISHARES INC | 17K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 11K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 35K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| USFR | WISDOMTREE TR | 22K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 24K | $1M+ | SH |
| PFF | ISHARES TR | 35K | $1M+ | SH |
| IXUS | ISHARES TR | 13K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 21K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 22K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $500K+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 26K | $500K+ | SH |
| TAXX | BONDBLOXX ETF TRUST | 19K | $500K+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 23K | $500K+ | SH |
| IBDU | ISHARES TR | 41K | $500K+ | SH |
| ESML | ISHARES TR | 21K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 19K | $500K+ | SH |
| SUB | ISHARES TR | 9K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| CBTL | CALAMOS ETF TR | 42K | $500K+ | SH |
| LDRC | ISHARES TR | 34K | $500K+ | SH |
| GGG | GRACO INC | 10K | $500K+ | SH |
| IBDV | ISHARES TR | 37K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| IAGG | ISHARES TR | 16K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 6K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 16K | $500K+ | SH |