Cgc Financial Services
$445M 13F equity value
347 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cgc Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JAAA | JANUS HENDERSON AAA CLO ETF | 1,130,990 | $57M | 12.8% |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 1,641,970 | $52M | 11.7% |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 1,191,080 | $48M | 10.7% |
| IVW | ISHARES S&P 500 GROWTH ETF | 342,936 | $47M | 10.6% |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 664,952 | $45M | 10.1% |
| JBND | JPMORGAN ACTIVE BOND ETF | 555,625 | $30M | 6.7% |
| FHEQ | FIDELITY HEDGED EQUITY ETF | 882,395 | $29M | 6.5% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 337,217 | $26M | 5.8% |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | 324,194 | $25M | 5.7% |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 47,947 | $14M | 3.1% |
Track Cgc Financial Services's 13F portfolio: $445M in reported holdings, 347 positions. Top holdings and quarterly changes on SentiSense.
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