CIK 2104330
COFG Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
228
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 228
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DBEF | DBX ETF TR | 553K | $1M+ | SH |
| QFLR | INNOVATOR ETFS TRUST | 772K | $1M+ | SH |
| AAPL | APPLE INC | 80K | $1M+ | SH |
| BJAN | INNOVATOR ETFS TRUST | 385K | $1M+ | SH |
| BJUL | INNOVATOR ETFS TRUST | 368K | $1M+ | SH |
| BOCT | INNOVATOR ETFS TRUST | 377K | $1M+ | SH |
| BAPR | INNOVATOR ETFS TRUST | 377K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 81K | $1M+ | SH |
| DGRO | ISHARES TR | 154K | $1M+ | SH |
| IVV | ISHARES TR | 15K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 49K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 147K | $1M+ | SH |
| PULS | PGIM ETF TR | 111K | $1M+ | SH |
| AMZN | AMAZON COM INC | 21K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 133K | $1M+ | SH |
| ABBV | ABBVIE INC | 18K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 22K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 40K | $1M+ | SH |
| IBB | ISHARES TR | 23K | $1M+ | SH |
| GOOG | ALPHABET INC | 12K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 40K | $1M+ | SH |
| TSLA | TESLA INC | 8K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 30K | $1M+ | SH |
| IVW | ISHARES TR | 26K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 116K | $1M+ | SH |
| MUB | ISHARES TR | 28K | $1M+ | SH |
| FSSL | FS SPECIALTY LENDING FD | 210K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 61K | $1M+ | SH |
| IXUS | ISHARES TR | 33K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 36K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| SHY | ISHARES TR | 31K | $1M+ | SH |
| RVNU | DBX ETF TR | 95K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 53K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 58K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| IVE | ISHARES TR | 10K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 45K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 13K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| ABT | ABBOTT LABS | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| UNP | UNION PAC CORP | 7K | $1M+ | SH |
| VLUE | ISHARES TR | 12K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |