account_balance
Investment manager · 13F filer · SEC CIK 2059872
CLG LLC
Reported value$481Mas of Sep 30, 2026
Positions148 9 new, 17 sold out
Top 10 weight55.2%IVV alone is 17%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.5%Trimmed −3%
DLNWisdomtree Tr
9.0%Trimmed −4%
AAPLApple Inc.
5.2%
FENIFidelity Covington Trust
5.2%Added +559%
FBCGFidelity Covington Trust
3.9%Added +27%
PYLDPimco ETF Tr
3.7%Added +25%
CGGRCapital Group Growth ETF
3.5%
CGDVCapital Group Dividend Value
3.0%Added +26%
CVXChevron Corp
2.9%Trimmed −12%
CGBLCapital Group Core Balanced
2.5%
AAAUGoldman Sachs Physical Gold ETF
2.4%Added +3%
ECHOEchoStar CORP
2.4%Added +3%
IVViShares Tr
16.5%Trimmed −3%
DLNWisdomtree Tr
9.0%−4%
AAPLApple Inc.
5.2%
FENIFidelity Covington Trust
5.2%
FBCG3.9%
PYLD3.7%
CGGRCapital Group Growth ETF
3.5%
CGDV3.0%
CVX2.9%CGBL
AAAU2.4%ECHO2.4%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
IVV iShares Tr 16.5% Trimmed −3%
DLN Wisdomtree Tr 9.0% Trimmed −4%
AAPL Apple Inc. 5.2% HeldFENI Fidelity Covington Trust 5.2% Added +559%
FBCG Fidelity Covington Trust 3.9% Added +27%
PYLD Pimco ETF Tr 3.7% Added +25%
CGGR Capital Group Growth ETF 3.5% Held
CGDV Capital Group Dividend Value 3.0% Added +26%
CVX Chevron Corp 2.9% Trimmed −12%CGBL Capital Group Core Balanced 2.5% Added +10%
AAAU Goldman Sachs Physical Gold ETF 2.4% Added +3%ECHO EchoStar CORP 2.4% Added +3%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- PATN $4.24M
- WTIP $3.28M
- JHAI $2.75M
- SPCX $321K
arrow_upwardAdded
- FENI +559%
- CGGO +101%
- SMH +52%
- GDX +45%
arrow_downwardTrimmed
- FESM −33%
- RDVY −20%
- CGSD −20%
- DARP −17%
remove_circleSold out
- WTAI $3.26M
- HFGM $3.26M
- RSST $2.79M
- FRDM $2.53M
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