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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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