Arkolith/Funds/COFG Advisors, LLC

COFG Advisors, LLC

CIK 2104330
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

COFG Advisors, LLC holds a diversified book of 319 stocks worth $579.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Dow Jones U.S. ETF and trimmed Innovator U.S. Equity Buffer. Their largest long position is Xtrackers Msci Eafe Hedged E at 5% of the equity book. Cloning the disclosed picks since 2026 would be +10% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
81
bought for the first time
Added to
142
already held, bought more
Trimmed
81
sold some, still holds it

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.1%
+18.9%/yr · since Feb '26
Their reported book
+8.7%
held from quarter-end
S&P 500
+11.0%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26Jun '26Jul '26Aug '26
COFG Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning COFG Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
39%
Top 20 holdings
54%

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

Direct sector allocation

28% mapped to company sectors

ETF / fund or unclassified
72%
Information Technology
14%
Consumer Discretionary
4%
Financials
3%
Health Care
3%
Industrials
2%
Real Estate
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

Funds with the most overlap

Other tracked managers holding the same core names as COFG Advisors, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$99.0B
ENVESTNET ASSET MANAGEMENT INC80 / 80$97.8B
OSAIC HOLDINGS, INC.80 / 80$18.9B
Cetera Investment Advisers79 / 80$27.4B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$21.9B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$17.9B
MML INVESTORS SERVICES, LLC79 / 80$14.3B
Steward Partners Investment Advisory, LLC79 / 80$7.3B

Ranked by how many of COFG Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

319 positions
#SecurityValueShares% PortLast moveHistory
1DBX ETF TR
XTRACK MSCI EAFE
$30.9M565.7K
5.3%
+1.6%
Added · +9K sh
2Apple Inc
COM
$28.7M99.2K
5.0%
+25%
Added · +20K sh
3Innovator Etfs Trust
NASDAQ 100 MANA
$28.5M779.9K
4.9%
+0.3%
Added · +2K sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$25.9M34.7K
4.5%
20×
Added · +33K sh
5Innovator Etfs Trust
US EQTY BUFR JAN
$23.2M393.9K
4.0%
−0.4%
Reduced · −2K sh
6Innovator Etfs Trust
US EQT BUFR APR
$20.4M383.2K
3.5%
+2.4%
Added · +9K sh
7Innovator Etfs Trust
US EQTY BUF OCT
$19.7M370.7K
3.4%
−0.1%
Reduced · −371 sh
8Innovator Etfs Trust
US EQTY BUFR JUL
$19.5M359.4K
3.4%
−0.5%
Reduced · −2K sh
9Invesco Exchange Traded FD T
S&P500 EQL WGT
$18.1M85.0K
3.1%
+3.3%
Added · +3K sh
10Nvidia Corporation
COM
$13.4M66.8K
2.3%
+33%
Added · +17K sh
11Ishares TR
CORE DIV GRWTH
$11.9M156.9K
2.1%
~0%
Reduced · −26 sh
12Ishares TR
CORE S&P500 ETF
$10.3M13.7K
1.8%
−4.1%
Reduced · −582 sh
13Capital Grp Fixed Incm ETF T
CORE BOND ETF
$8.3M318.7K
1.4%
+118%
Added · +172K sh
14Ishares TR
DOW JONES US ETF
$8.2M44.9K
1.4%
New
New position
15Vanguard Index FDS
TOTAL STK MKT
$7.7M20.7K
1.3%
+175%
Added · +13K sh
16Amazon Com Inc
COM
$7.4M31.2K
1.3%
+49%
Added · +10K sh
17Microsoft Corp
COM
$7.3M19.5K
1.3%
+22%
Added · +3K sh
18Innovator Etfs Trust
US EQTY PWR BUF
$7.2M146.2K
1.2%
−0.1%
Reduced · −100 sh
19Vanguard Scottsdale FDS
VNG RUS1000VAL
$7.1M66.9K
1.2%
+32%
Added · +16K sh
20Vanguard Scottsdale FDS
VNG RUS1000GRW
$7.1M55.2K
1.2%
+47%
Added · +18K sh
21Alphabet Inc
CAP STK CL C
$5.9M16.8K
1.0%
+37%
Added · +5K sh
22Capital Grp Fixed Incm ETF T
SHORT DURATION
$5.8M223.9K
1.0%
New
New position
23Invesco QQQ TR
UNIT SER 1
$5.7M7.8K
1.0%
+139%
Added · +5K sh
24Innovator Etfs Trust
QUITY MANAGD FLR
$5.5M141.6K
0.9%
+1.9%
Added · +3K sh
25Ishares TR
CORE MSCI TOTAL
$5.3M55.6K
0.9%
+23%
Added · +11K sh
26Micron Technology Inc
COM
$4.8M4.2K
0.8%
−10%
Reduced · −469 sh
27Abbvie Inc
COM
$4.8M19.1K
0.8%
+6.8%
Added · +1K sh
28Ishares TR
ISHARES BIOTECH
$4.3M22.8K
0.7%
+0.6%
Added · +136 sh
29Pgim ETF TR
PGIM ULTRA SH BD
$4.1M83.7K
0.7%
−19%
Reduced · −20K sh
30SPDR Gold TR
GOLD SHS
$4.1M11.0K
0.7%
+58%
Added · +4K sh
31Tesla Inc
COM
$3.8M9.0K
0.7%
+12%
Added · +958 sh
32Vanguard Index FDS
S&P 500 ETF SHS
$3.8M5.5K
0.7%
New
New position
33Ishares TR
S&P 500 GRWT ETF
$3.5M25.5K
0.6%
−0.1%
Reduced · −32 sh
34Ishares TR
NATIONAL MUN ETF
$3.2M29.9K
0.6%
−0.2%
Reduced · −63 sh
35Arm Holdings PLC
SPONSORED ADS
$3.2M9.0K
0.5%
−6.6%
Reduced · −636 sh
36Medtronic PLC
SHS
$3.1M39.8K
0.5%
−0.3%
Reduced · −122 sh
37Innovator Etfs Trust
US EQTY PWR BUF
$3.0M60.9K
0.5%
−0.4%
Reduced · −271 sh
38Berkshire Hathaway Inc Del
CL B NEW
$2.9M5.8K
0.5%
+89%
Added · +3K sh
39Caterpillar Inc
COM
$2.9M2.7K
0.5%
+176%
Added · +2K sh
40Capital Grp Fixed Incm ETF T
MUN INM ETF
$2.6M96.2K
0.5%
+125%
Added · +53K sh
41Ishares TR
MSCI USA VALUE
$2.6M13.0K
0.4%
+9.4%
Added · +1K sh
42Ishares TR
CORE S&P MCP ETF
$2.6M33.5K
0.4%
+74%
Added · +14K sh
43Advanced Micro Devices Inc
COM
$2.6M4.4K
0.4%
−18%
Reduced · −985 sh
44JPMorgan Chase & Co
COM
$2.6M7.8K
0.4%
+47%
Added · +3K sh
45Palantir Technologies Inc
CL A
$2.5M21.2K
0.4%
−5.6%
Reduced · −1K sh
46Innovator Etfs Trust
US EQT PWR BUF
$2.4M57.4K
0.4%
~0%
Reduced · −9 sh
47Innovator Etfs Trust
US EQTY PWR BF
$2.4M52.0K
0.4%
−1.3%
Reduced · −679 sh
48Vaneck ETF Trust
SEMICONDUCTR ETF
$2.4M3.6K
0.4%
+36%
Added · +959 sh
49Ishares TR
1 3 YR TREAS BD
$2.4M28.7K
0.4%
−3.1%
Reduced · −907 sh
50Vanguard Whitehall FDS
HIGH DIV YLD
$2.3M14.4K
0.4%
+3.0%
Added · +424 sh
Showing 50 of 319 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026319$579.4M13F-HR
Q1 2026Mar 31, 2026May 11, 2026241$404.4M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026228$404.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.