Coign Capital Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Coign Capital Advisors LLC held in its portfolio 81 assets valued at $191,007,421 (i.e. $191.01M).
The most valuable assets in the portfolio included: MORGAN STANLEY ETF TRUST ($17.30M), JOHN HANCOCK EXCHANGE TRADED ($13.26M), and PUTNAM ETF TRUST ($12.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Coign Capital Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MORGAN STANLEY ETF TRUST | 335900 | 17298850 | EATON VANCE TOTA |
| JOHN HANCOCK EXCHANGE TRADED | 523272 | 13262276 | CORE PLUS BOND |
| PUTNAM ETF TRUST | 282169 | 12858441 | FOCUSED LAR CAP |
| CAPITAL GROUP GROWTH ETF | 234502 | 10428304 | SHS CREATION UNI |
| VANGUARD ADMIRAL FDS INC | 92598 | 10352465 | MIDCP 400 IDX |
| RBB FD INC | 188365 | 9395649 | US TREAS 3 MNTH |
| ISHARES TR | 13269 | 9088547 | CORE S&P500 ETF |
| ISHARES TR | 326416 | 7515728 | US TREAS BD ETF |
| PGIM ETF TR | 173764 | 7429002 | ACTIVE AGGREGATE |
| CAPITAL GROUP EQUITY ETF TR | 254941 | 7352498 | US SMALL AND MID |
| ISHARES TR | 100228 | 6615040 | CORE S&P MCP ETF |
| ISHARES TR | 45651 | 5486302 | CORE S&P SCP ETF |
| ISHARES TR | 51301 | 5123929 | CORE US AGGBD ET |
| MORGAN STANLEY ETF TRUST | 91507 | 4856276 | EATON VANCE INTE |
| SPDR S&P 500 ETF TR | 5544 | 3781469 | TR UNIT |
| ISHARES TR | 25830 | 3183833 | S&P 500 GRWT ETF |
| ISHARES TR | 14025 | 2974341 | S&P 500 VAL ETF |
| ALPHABET INC | 7296 | 2289485 | CAP STK CL C |
| PGIM ETF TR | 37351 | 2289181 | JENNISON INT OPP |
| APPLE INC | 7077 | 1924030 | COM |
| MICROSOFT CORP | 3527 | 1705624 | COM |
| ISHARES TR | 20576 | 1659072 | IBOXX HI YD ETF |
| NVIDIA CORPORATION | 8809 | 1642879 | COM |
| ISHARES TR | 16238 | 1452670 | CORE MSCI EAFE |
| AMAZON COM INC | 5960 | 1375687 | COM |
| META PLATFORMS INC | 2014 | 1329421 | CL A |
| ISHARES TR | 18558 | 1015322 | MSCI EMG MKT ETF |
| VISA INC | 2790 | 978481 | COM CL A |
| NETFLIX INC | 10204 | 956727 | COM |
| AMPHENOL CORP NEW | 7059 | 954008 | CL A |
| WALMART INC | 8375 | 933080 | COM |
| ELI LILLY & CO | 866 | 930673 | COM |
| TESLA INC | 2067 | 929571 | COM |
| ADVANCED MICRO DEVICES INC | 4318 | 924743 | COM |
| AMERICAN EXPRESS CO | 2408 | 890840 | COM |
| JOHNSON & JOHNSON | 4174 | 863857 | COM |
| BANK AMERICA CORP | 15629 | 859595 | COM |
| JPMORGAN CHASE & CO. | 2653 | 854690 | COM |
| MORGAN STANLEY | 4806 | 853209 | COM NEW |
| MCKESSON CORP | 1027 | 842483 | COM |
| PGIM ETF TR | 19942 | 838975 | TOTAL RETURN BON |
| BERKSHIRE HATHAWAY INC DEL | 1644 | 826357 | CL B NEW |
| CISCO SYS INC | 10573 | 814438 | COM |
| INTUITIVE SURGICAL INC | 1436 | 813293 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 1372 | 794737 | COM |
| ABBVIE INC | 3476 | 794214 | COM |
| NORTHROP GRUMMAN CORP | 1387 | 790881 | COM |
| CHUBB LIMITED | 2491 | 777596 | COM |
| ANALOG DEVICES INC | 2855 | 774276 | COM |
| CITIGROUP INC | 6627 | 773273 | COM NEW |
| PEPSICO INC | 5315 | 763005 | COM |
| QUALCOMM INC | 4417 | 755528 | COM |
| EXXON MOBIL CORP | 6236 | 750383 | COM |
| BROADCOM INC | 2138 | 739962 | COM |
| MASTERCARD INCORPORATED | 1287 | 734723 | CL A |
| UBER TECHNOLOGIES INC | 8836 | 721990 | COM |
| SALESFORCE INC | 2645 | 700728 | COM |
| ABBOTT LABS | 5551 | 695485 | COM |
| UNITEDHEALTH GROUP INC | 2100 | 693231 | COM |
| SPDR INDEX SHS FDS | 14754 | 690648 | PORTFOLIO EMG MK |
| SCHWAB CHARLES CORP | 6820 | 681386 | COM |
| PHILIP MORRIS INTL INC | 4152 | 666028 | COM |
| ADOBE INC | 1883 | 659031 | COM |
| OREILLY AUTOMOTIVE INC | 7213 | 657898 | COM |
| CONOCOPHILLIPS | 6942 | 649841 | COM |
| PROGRESSIVE CORP | 2803 | 638299 | COM |
| HONEYWELL INTL INC | 3179 | 620191 | COM |
| INTUIT | 928 | 614726 | COM |
| VANGUARD INDEX FDS | 1773 | 594366 | TOTAL STK MKT |
| MARSH & MCLENNAN COS INC | 3201 | 593850 | COM |
| THE CIGNA GROUP | 2151 | 592020 | COM |
| FS KKR CAP CORP | 39951 | 591674 | COM |
| ALPHABET INC | 1730 | 541580 | CAP STK CL A |
| SERVICENOW INC | 3453 | 528965 | COM |
| RTX CORPORATION | 1969 | 361115 | COM |
| AMERIPRISE FINL INC | 623 | 305482 | COM |
| CARDINAL HEALTH INC | 1455 | 299003 | COM |
| MEDICAL PPTYS TRUST INC | 49193 | 245965 | COM |
| AUTOMATIC DATA PROCESSING IN | 882 | 226877 | COM |
| INVESCO QQQ TR | 344 | 211323 | UNIT SER 1 |
| HIVE DIGITAL TECHNOLOGIES LT | 10000 | 25800 | COM NEW |
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