COFG Advisors, LLC - Portfolio overview

COFG Advisors, LLC has 240 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DBEF - DBX ETF TR, 6.82%
2. QFLR - INNOVATOR ETFS TRUST, 6.42%
3. BJAN - INNOVATOR ETFS TRUST, 5.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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