Arkolith/Funds/CGN Advisors LLC

CGN Advisors LLC

CIK 1841506
Holdings as of Jun 30, 2026·disclosed Jul 6, 2026·~6-day 13F lag·13F-HR
Active Filer

CGN Advisors LLC holds a diversified book of 322 stocks worth $1.4B as of Q2 2026 (disclosed Jul 6, 2026, a ~45-day 13F lag). This quarter they opened Dimensional US Eq MKT ETF and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is JPMorgan Core Plus Bond ETF at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
139
existing
Trimmed
147
reduced
Sold out
7
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Information Technology
8%
Financials
2%
Consumer Discretionary
2%
Industrials
2%
Health Care
2%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

322 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Exchange Traded F
CORE PLUS BD ETF
$90.9M1.94M
6.6%
+7.5%
Added · +135K sh
2American Centy ETF TR
INTL EQT ETF
$62.0M695.0K
4.5%
+13%
Added · +78K sh
3SPDR Index SHS FDS
ST STR PO EX ETF
$61.8M1.23M
4.5%
+5.4%
Added · +63K sh
4SPDR Series Trust
ST STR P500GRW
$54.7M459.4K
4.0%
−5.7%
Reduced · −28K sh
5SPDR Series Trust
ST STR P500VAL
$52.3M859.8K
3.8%
−2.2%
Reduced · −19K sh
6Vanguard Index FDS
TOTAL STK MKT
$49.4M133.4K
3.6%
+3.8%
Added · +5K sh
7SPDR Series Trust
ST INTER BD ETF
$41.1M1.23M
3.0%
+4.1%
Added · +49K sh
8Janus Detroit STR TR
HENDERSON MTG
$33.3M739.2K
2.4%
+3.8%
Added · +27K sh
9BlackRock ETF Trust II
ISHA FLEX IN ETF
$33.0M630.7K
2.4%
+5.6%
Added · +33K sh
10SPDR Index SHS FDS
ST PORT MARK ETF
$29.7M572.8K
2.2%
−2.2%
Reduced · −13K sh
11American Centy ETF TR
AVANTIS EMGMKT
$26.5M274.5K
1.9%
+7.8%
Added · +20K sh
12Vanguard Malvern FDS
CORE BD ETF
$25.8M334.3K
1.9%
+4.2%
Added · +14K sh
13J P Morgan Exchange Traded F
SHORT DURA CORE
$21.0M446.0K
1.5%
+15%
Added · +59K sh
14Vanguard Index FDS
VALUE ETF
$18.2M83.4K
1.3%
+4.1%
Added · +3K sh
15J P Morgan Exchange Traded F
MUNICIPAL ETF
$17.5M345.2K
1.3%
−1.8%
Reduced · −6K sh
16Dimensional ETF Trust
US SMALL CAP ETF
$16.3M197.5K
1.2%
+48%
Added · +64K sh
17J P Morgan Exchange Traded F
ACTIVE BOND ETF
$15.5M290.5K
1.1%
−0.8%
Reduced · −2K sh
18Apple Inc
COM
$14.9M51.4K
1.1%
+0.4%
Added · +218 sh
19American Centy ETF TR
AVA MID EQU ETF
$14.5M180.8K
1.1%
+9.3%
Added · +15K sh
20Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$13.3M186.4K
1.0%
−9.0%
Reduced · −19K sh
21Vanguard Mun BD FDS
CORE TAX EXEMPT
$13.2M173.1K
1.0%
+0.4%
Added · +772 sh
22Nvidia Corporation
COM
$12.5M62.3K
0.9%
−0.3%
Reduced · −194 sh
23Alphabet Inc
CAP STK CL A
$12.4M34.6K
0.9%
+3.9%
Added · +1K sh
24Microsoft Corp
COM
$12.0M32.1K
0.9%
+1.3%
Added · +403 sh
25Dimensional ETF Trust
US EQUI MARK ETF
$12.0M145.9K
0.9%
New
New position
26State STR SPDR S&P 500 ETF T
TR UNIT
$11.8M15.8K
0.9%
−0.9%
Reduced · −141 sh
27Ishares TR
MSCI US GARP ETF
$11.7M141.9K
0.9%
+27%
Added · +31K sh
28Vanguard BD Index FDS
SHORT TRM BOND
$11.6M148.6K
0.8%
+2.1%
Added · +3K sh
29J P Morgan Exchange Traded F
INTL BD OPP ETF
$11.2M232.3K
0.8%
+5.6%
Added · +12K sh
30SPDR Series Trust
ST STR P400MID
$11.1M164.4K
0.8%
−3.0%
Reduced · −5K sh
31Amazon Com Inc
COM
$10.1M42.5K
0.7%
+11%
Added · +4K sh
32Nushares ETF TR
NUVEEN ESG US
$10.0M452.9K
0.7%
+6.8%
Added · +29K sh
33Capital Group Dividend Value
SHS CREAT UNIT
$10.0M202.8K
0.7%
+44%
Added · +62K sh
34Vanguard Index FDS
GROWTH ETF
$9.9M115.2K
0.7%
+512%
Added · +96K sh
35Dimensional ETF Trust
US COR EQU 2 ETF
$9.5M215.2K
0.7%
+1.3%
Added · +3K sh
36Vanguard Mun BD FDS
SHORT TAX EXEMPT
$9.5M124.2K
0.7%
+19%
Added · +20K sh
37Broadcom Inc
COM
$8.3M22.0K
0.6%
−7.1%
Reduced · −2K sh
38Vanguard Star FDS
VG TL INTL STK F
$8.2M96.0K
0.6%
+0.3%
Added · +335 sh
39Dimensional ETF Trust
CORE FIXE IN ETF
$7.3M172.1K
0.5%
+1.8%
Added · +3K sh
40Vanguard Malvern FDS
SHOR DURA BD ETF
$7.2M94.7K
0.5%
+33%
Added · +24K sh
41Kla Corp
COM NEW
$7.2M23.8K
0.5%
+765%
Added · +21K sh
42Ishares TR
MSCI USA QLT FCT
$6.6M30.1K
0.5%
−55%
Reduced · −37K sh
43Dimensional ETF Trust
WORLD EX US CORE
$6.6M177.9K
0.5%
+0.7%
Added · +1K sh
44Vanguard Intl Equity Index F
ALLWRLD EX US
$6.4M76.9K
0.5%
+2.9%
Added · +2K sh
45Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$6.3M105.3K
0.5%
−5.8%
Reduced · −6K sh
46Vanguard Scottsdale FDS
INT-TERM CORP
$6.2M75.5K
0.5%
+2.3%
Added · +2K sh
47Vanguard Charlotte FDS
TOTAL INT BD ETF
$6.2M127.0K
0.4%
+2.2%
Added · +3K sh
48Wisdomtree TR
INTL QULTY DIV
$6.1M142.3K
0.4%
−67%
Reduced · −290K sh
49Wisdomtree TR
US QTLY DIV GRT
$6.1M64.0K
0.4%
−56%
Reduced · −82K sh
50Ishares TR
CORE 1 5 YR USD
$6.0M123.9K
0.4%
−13%
Reduced · −18K sh
Showing 50 of 322 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 6, 2026322$1.4B13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026317$1.3B13F-HR
Q4 2025Dec 31, 2025Jan 5, 2026313$1.3B13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025304$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025296$1.1B13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025289$1.0B13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025285$1.0B13F-HR
Q3 2024Sep 30, 2024Oct 17, 2024276$994.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.