Coign Capital Advisors LLC Portfolio Holdings

Coign Capital Advisors LLC

$182 Billion
Q3 2025

Coign Capital Advisors LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Morgan Stanley ETF Trust with a value of $15.4B, John Hancock Exchange Traded with a value of $12.5B, Putnam ETF Tr Putnam Focused L with a value of $11.7B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $10.9B, and Vanguard S&P Mid Cap 400 ETF with a value of $10.5B.

Examining the 13F form we can see an increase of $33.9B in the current position value, from $148B to 182B.

Coign Capital Advisors LLC is based out at Draper, UT

Below you can find more details about Coign Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion

ETFs: $68.7 Billion

Technology: $12.7 Billion

Financial Services: $9.81 Billion

Healthcare: $6.56 Billion

Communication Services: $4.86 Billion

Consumer Cyclical: $2.98 Billion

Consumer Defensive: $2.19 Billion

Industrials: $2.07 Billion

Other: $1.51 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PVAL Putnam ETF Tr Putnam Focused L	$0	$11.7 Billion 6.42% of portfolio	272,728	Q3 2025 Added 47.72%
IVOO Vanguard S&P Mid Cap 400 ETF ETFs	$0	$10.5 Billion 5.76% of portfolio	94,743	Q3 2025 Reduced 7.79%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$9.9 Billion 5.45% of portfolio	225,321	Q3 2025 Reduced 1.43%
IVV Ishares Core S&P 500 ETF ETFs	$0	$8.56 Billion 4.71% of portfolio	12,787	Q3 2025 Added 0.75%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$7.25 Billion 3.99% of portfolio	313,668	Q3 2025 Added 17.61%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$5.88 Billion 3.24% of portfolio	90,116	Q3 2025 Added 1.98%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$5.43 Billion 2.99% of portfolio	45,724	Q3 2025 Reduced 4.22%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$4.95 Billion 2.72% of portfolio	49,355	Q3 2025 Added 3.07%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.79 Billion 2.08% of portfolio	5,682	Q3 2025 Reduced 6.99%

IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.05 Billion 1.68% of portfolio	25,286	Q3 2025 Reduced 0.45%
IVE Ishares S&P 500 Value ETF ETFs	$0	$2.83 Billion 1.56% of portfolio	13,703	Q3 2025 Added 1.33%
HYG Ishares Tr ETFs	$0	$1.65 Billion 0.91% of portfolio	20,340	Q3 2025 Added 6.36%
IEFA Ishares Tr ETFs	$0	$1.4 Billion 0.77% of portfolio	16,030	Q3 2025 Reduced 3.41%
EEM Ishares Msci Emerging Markets ETFs	$0	$957 Million 0.53% of portfolio	17,924	Q3 2025 Reduced 0.01%
PTRB Pgim ETF Tr Total Return Bd Et ETFs	$0	$884 Million 0.49% of portfolio	20,944	Q3 2025 Reduced 59.88%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$741 Million 0.41% of portfolio	15,837	Q3 2025 Reduced 3.44%
VTI Vanguard Total Stock Market Et ETFs	$0	$583 Million 0.32% of portfolio	1,777	Q3 2025 Added 0.06%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$215 Million 0.12% of portfolio	3,758	Q3 2025 Reduced 59.52%

QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$207 Million 0.11% of portfolio	344	Q3 2025 Reduced 7.53%

Summary

Portfolio
No. of Stocks 82
Current Value $182 Billion
Prior Value $148 Billion
Filing
Period Q3 2025
Filing Date October 30, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 9 stocks
Additional Purchases 38 stocks
Sold out of 0 stocks
Reduced holdings in 32 stocks

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Coign Capital Advisors LLC Portfolio Holdings