Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CGN Advisors LLC (CIK 1841506) reported $1.27B across 316 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($84.8M, 6.70%), SPDW ($53.1M, 4.19%), AVDE ($52.4M, 4.14%), SPYV ($49.7M, 3.93%), SPYG ($47.7M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $84.8M | 6.70% | 1.8M | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $53.1M | 4.19% | 1.2M | Trimmed |
| 3 | AVDE | AMERICAN CENTY ETF TR | $52.4M | 4.14% | 617,185 | Trimmed |
| 4 | SPYV | SPDR SERIES TRUST | $49.7M | 3.93% | 879,172 | Trimmed |
| 5 | SPYG | SPDR SERIES TRUST | $47.7M | 3.77% | 487,125 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $41.2M | 3.26% | 128,493 | Added |
| 7 | SPIB | SPDR SERIES TRUST | $39.5M | 3.12% | 1.2M | Trimmed |
| 8 | JMBS | JANUS DETROIT STR TR | $32.2M | 2.54% | 712,479 | Trimmed |
| 9 | BINC | BLACKROCK ETF TRUST II | $31.0M | 2.45% | 597,421 | Added |
| 10 | SPEM | SPDR INDEX SHS FDS | $27.5M | 2.17% | 585,941 | Trimmed |
| 11 | VCRB | VANGUARD MALVERN FDS | $24.8M | 1.96% | 320,687 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $20.5M | 1.62% | 254,769 | Trimmed |
| 13 | JSCP | J P MORGAN EXCHANGE TRADED F | $18.3M | 1.44% | 386,739 | Added |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $17.6M | 1.39% | 351,481 | Trimmed |
| 15 | IQDG | WISDOMTREE TR | $17.3M | 1.37% | 431,835 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $15.7M | 1.24% | 80,116 | Added |
| 17 | JBND | J P MORGAN EXCHANGE TRADED F | $15.7M | 1.24% | 292,799 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $13.1M | 1.04% | 204,884 | Trimmed |
| 19 | AAPL | APPLE INC | $13.0M | 1.03% | 51,194 | Added |
| 20 | VCRM | VANGUARD MUN BD FDS | $12.9M | 1.02% | 172,279 | Trimmed |
| 21 | DGRW | WISDOMTREE TR | $12.8M | 1.01% | 145,669 | Added |
| 22 | QUAL | ISHARES TR | $12.8M | 1.01% | 66,609 | Trimmed |
| 23 | AVMC | AMERICAN CENTY ETF TR | $12.0M | 0.94% | 165,461 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $11.7M | 0.93% | 31,703 | Added |
| 25 | BSV | VANGUARD BD INDEX FDS | $11.4M | 0.90% | 145,551 | Added |
Source: SEC Form 13F filings · as of 2026-03-31