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COFG Advisors, LLC

Q2 2026 13F filing

Updated 30 days ago

319 disclosed positions worth $579.4M

Portfolio value
$579.4M
Total holdings
319
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

DBX ETF TR

Value
$30.9M
Shares
565.7K
% Port
5.33%
A

APPLE INC

Value
$28.7M
Shares
99.2K
% Port
4.96%
?
3.N/A

INNOVATOR ETFS TRUST

Value
$28.5M
Shares
779.9K
% Port
4.91%
S
4.SPY

STATE STR SPDR S&P 500 ETF T

Value
$25.9M
Shares
34.7K
% Port
4.47%
?
5.N/A

INNOVATOR ETFS TRUST

Value
$23.2M
Shares
393.9K
% Port
4.00%
?
6.N/A

INNOVATOR ETFS TRUST

Value
$20.4M
Shares
383.2K
% Port
3.52%
?
7.N/A

INNOVATOR ETFS TRUST

Value
$19.7M
Shares
370.7K
% Port
3.39%
?
8.N/A

INNOVATOR ETFS TRUST

Value
$19.5M
Shares
359.4K
% Port
3.37%
I
9.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$18.1M
Shares
85.0K
% Port
3.12%
N
10.NVDA

NVIDIA CORPORATION

Value
$13.4M
Shares
66.8K
% Port
2.31%
E
11.ETHA

ISHARES TR

Value
$11.9M
Shares
156.9K
% Port
2.05%
E
12.ETHA

ISHARES TR

Value
$10.3M
Shares
13.7K
% Port
1.77%
C

CAPITAL GRP FIXED INCM ETF T

Value
$8.3M
Shares
318.7K
% Port
1.44%
E
14.ETHA

ISHARES TR

Value
$8.2M
Shares
44.9K
% Port
1.41%
V
15.VGES

VANGUARD INDEX FDS

Value
$7.7M
Shares
20.7K
% Port
1.32%
A
16.AMZN

AMAZON COM INC

Value
$7.4M
Shares
31.2K
% Port
1.28%
M
17.MSFT

MICROSOFT CORP

Value
$7.3M
Shares
19.5K
% Port
1.25%
?
18.N/A

INNOVATOR ETFS TRUST

Value
$7.2M
Shares
146.2K
% Port
1.25%
V
19.VGES

VANGUARD SCOTTSDALE FDS

Value
$7.1M
Shares
66.9K
% Port
1.23%
V
20.VGES

VANGUARD SCOTTSDALE FDS

Value
$7.1M
Shares
55.2K
% Port
1.22%
G

ALPHABET INC

Value
$5.9M
Shares
16.8K
% Port
1.02%
?
22.N/A

CAPITAL GRP FIXED INCM ETF T

Value
$5.8M
Shares
223.9K
% Port
0.99%
Q
23.QQQ

INVESCO QQQ TR

Value
$5.7M
Shares
7.8K
% Port
0.99%
?
24.N/A

INNOVATOR ETFS TRUST

Value
$5.5M
Shares
141.6K
% Port
0.94%
E
25.ETHA

ISHARES TR

Value
$5.3M
Shares
55.6K
% Port
0.92%
M
26.MU

MICRON TECHNOLOGY INC

Value
$4.8M
Shares
4.2K
% Port
0.83%
A
27.ABBV

ABBVIE INC

Value
$4.8M
Shares
19.1K
% Port
0.83%
E
28.ETHA

ISHARES TR

Value
$4.3M
Shares
22.8K
% Port
0.75%
O
29.OKE

PGIM ETF TR

Value
$4.1M
Shares
83.7K
% Port
0.72%
G
30.GLD

SPDR GOLD TR

Value
$4.1M
Shares
11.0K
% Port
0.70%
T
31.TSLA

TESLA INC

Value
$3.8M
Shares
9.0K
% Port
0.65%
V
32.VGES

VANGUARD INDEX FDS

Value
$3.8M
Shares
5.5K
% Port
0.65%
E
33.ETHA

ISHARES TR

Value
$3.5M
Shares
25.5K
% Port
0.61%
E
34.ETHA

ISHARES TR

Value
$3.2M
Shares
29.9K
% Port
0.55%
A
35.ARM

ARM HOLDINGS PLC

Value
$3.2M
Shares
9.0K
% Port
0.55%
M
36.MDT

MEDTRONIC PLC

Value
$3.1M
Shares
39.8K
% Port
0.54%
I
37.ITGR

INNOVATOR ETFS TRUST

Value
$3M
Shares
60.9K
% Port
0.51%
B

BERKSHIRE HATHAWAY INC DEL

Value
$2.9M
Shares
5.8K
% Port
0.50%
C
39.CAT

CATERPILLAR INC

Value
$2.9M
Shares
2.7K
% Port
0.50%
C

CAPITAL GRP FIXED INCM ETF T

Value
$2.6M
Shares
96.2K
% Port
0.46%
E
41.ETHA

ISHARES TR

Value
$2.6M
Shares
13.0K
% Port
0.45%
E
42.ETHA

ISHARES TR

Value
$2.6M
Shares
33.5K
% Port
0.45%
A
43.AMD

ADVANCED MICRO DEVICES INC

Value
$2.6M
Shares
4.4K
% Port
0.44%
J

JPMORGAN CHASE & CO

Value
$2.6M
Shares
7.8K
% Port
0.44%
P
45.PLTR

PALANTIR TECHNOLOGIES INC

Value
$2.5M
Shares
21.2K
% Port
0.43%
?
46.N/A

INNOVATOR ETFS TRUST

Value
$2.4M
Shares
57.4K
% Port
0.42%
?
47.N/A

INNOVATOR ETFS TRUST

Value
$2.4M
Shares
52.0K
% Port
0.41%
H
48.HODL

VANECK ETF TRUST

Value
$2.4M
Shares
3.6K
% Port
0.41%
B
49.BLK

ISHARES TR

Value
$2.4M
Shares
28.7K
% Port
0.41%
V
50.VGES

VANGUARD WHITEHALL FDS

Value
$2.3M
Shares
14.4K
% Port
0.39%