Cordgrass Capital Advisors, LLC - Portfolio overview

Cordgrass Capital Advisors, LLC has 300 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 7.63%
2. AGG - ISHARES TR, 4.16%
3. VO - VANGUARD INDEX FDS, 3.92%

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

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