account_balance
Investment manager · 13F filer · SEC CIK 1841506
CGN Advisors LLC
Reported value$1.29Bas of Sep 30, 2026
Positions297 9 new, 34 sold out
Top 10 weight38.6%JCPB alone is 7%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JCPBJ P Morgan Exchange Traded F
6.5%Trimmed −2%
SPDWSPDR Index SHS FDS
4.8%
AVDEAmerican Centy ETF Tr
4.7%Trimmed −2%
SPYGSPDR Series Trust
4.4%
SPYVSPDR Series Trust
4.1%
VTIVanguard Index FDS
3.9%
SPIBSPDR Series Trust
3.0%Trimmed −2%
BINCBlackRock ETF Trust II
2.4%Trimmed −3%
JMBSJanus Detroit STR Tr
2.4%
SPEMSPDR Index SHS FDS
2.3%
AVEMAmerican Centy ETF Tr
2.1%Added +6%
JSCPJ P Morgan Exchange Traded F
1.7%+4%
JCPBJ P Morgan Exchange Traded F
6.5%Trimmed −2%
SPDWSPDR Index SHS FDS
4.8%
AVDEAmerican Centy ETF Tr
4.7%Trimmed −2%
SPYGSPDR Series Trust
4.4%
SPYVSPDR Series Trust
4.1%
VTIVanguard Index FDS
3.9%
SPIBSPDR Series Trust
3.0%
BINCBlackRock ETF Trust II
2.4%
JMBSJanus Detroit STR Tr
2.4%
SPEM2.3%
AVEM
JSCP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JCPB J P Morgan Exchange Traded F 6.5% Trimmed −2%
SPDW SPDR Index SHS FDS 4.8% Held
AVDE American Centy ETF Tr 4.7% Trimmed −2%
SPYG SPDR Series Trust 4.4% Held
SPYV SPDR Series Trust 4.1% Held
VTI Vanguard Index FDS 3.9% Held
SPIB SPDR Series Trust 3.0% Trimmed −2%
BINC BlackRock ETF Trust II 2.4% Trimmed −3%
JMBS Janus Detroit STR Tr 2.4% Held
SPEM SPDR Index SHS FDS 2.3% Held
AVEM American Centy ETF Tr 2.1% Added +6%
JSCP J P Morgan Exchange Traded F 1.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VPLS $1.95M
- Berkshire Hathaway Inc $1.49M
- PYLD $1.02M
- TIPC $741K
arrow_upwardAdded
- FLMI +178%
- VCRM +48%
- VSDB +23%
- VSDM +18%
arrow_downwardTrimmed
- VUG −68%
- BNDX −51%
- VBR −41%
- VTV −40%
remove_circleSold out
- CRWD $3.46M
- VBK $1.76M
- IBDT $1.13M
- DFSI $1.04M
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