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CIK 0002056441 • 6 13F filings • May 9, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $613K | 0.3% | 5,970 SH | New |
| ABBVIE INC | COM | $765K | 0.4% | 3,517 SH | New |
| ADOBE INC | COM | $619K | 0.3%Prev: 0.4% | 2,547 SH | Increased+1,048 SH |
| ADVANCED MICRO DEVICES INC | COM | $811K | 0.4%Prev: 0.4% | 3,987 SH | Increased-1,122 SH |
| ALPHABET INC | CAP STK CL A | $317K | 0.2%Prev: 0.2% | 1,103 SH | Increased-489 SH |
| ALPHABET INC | CAP STK CL C | $1.9M | 1.0%Prev: 0.9% | 6,602 SH | Increased-1,287 SH |
| AMAZON COM INC | COM | $1.2M | 0.7%Prev: 0.9% | 5,998 SH | Increased-155 SH |
| AMERICAN EXPRESS CO | COM | $726K | 0.4%Prev: 0.4% | 2,401 SH | Increased+248 SH |
| AMERIPRISE FINL INC | COM | $277K | 0.1%Prev: 0.2% | 623 SH | Decreased |
| AMPHENOL CORP | CL A | $874K | 0.5% | 6,917 SH | New |
| ANALOG DEVICES INC | COM | $807K | 0.4%Prev: 0.4% | 2,537 SH | Increased+262 SH |
| APPLE INC | COM | $1.8M | 0.9%Prev: 1.2% | 7,078 SH | Increased-59 SH |
| BANK AMERICA CORP | COM | $772K | 0.4%Prev: 0.5% | 15,832 SH | Increased+1,318 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $809K | 0.4%Prev: 0.5% | 1,688 SH | Increased+522 SH |
| BROADCOM INC | COM | $675K | 0.4%Prev: 0.4% | 2,180 SH | Increased-1,048 SH |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $8.2M | 4.3% | 278,294 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $10.0M | 5.2% | 247,579 SH | New |
| CARDINAL HEALTH INC | COM | $309K | 0.2%Prev: 0.2% | 1,460 SH | Increased+5 SH |
| CATERPILLAR INC | COM | $211K | 0.1% | 298 SH | New |
| CHUBB LTD SWITZ | COM | $785K | 0.4% | 2,409 SH | New |
| CISCO SYS INC | COM | $814K | 0.4% | 10,491 SH | New |
| CITIGROUP INC | COM NEW | $799K | 0.4% | 7,045 SH | New |
| CONOCOPHILLIPS | COM | $773K | 0.4%Prev: 0.5% | 5,859 SH | Increased+161 SH |
| ELI LILLY & CO | COM | $765K | 0.4%Prev: 0.5% | 832 SH | Increased+61 SH |
| EXXON MOBIL CORP | COM | $797K | 0.4%Prev: 0.5% | 4,699 SH | Increased-916 SH |
| FS KKR CAP CORP | COM | $507K | 0.3%Prev: 0.9% | 49,005 SH | Decreased-3,614 SH |
| HIVE DIGITAL TECHNOLOGIES LT | COM NEW | $19K | 0.0% | 10,000 SH | New |
| HONEYWELL INTL INC | COM | $742K | 0.4%Prev: 0.4% | 3,281 SH | Increased+786 SH |
| INTUIT | COM | $591K | 0.3% | 1,367 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $671K | 0.4%Prev: 0.5% | 1,456 SH | Increased+213 SH |
| ISHARES TR | CORE MSCI EAFE | $1.5M | 0.8%Prev: 0.9% | 16,827 SH | Increased+561 SH |
| ISHARES TR | CORE S&P MCP ETF | $7.3M | 3.8%Prev: 3.6% | 107,907 SH | Increased+28,520 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.7M | 3.0%Prev: 3.4% | 46,007 SH | Increased+3,480 SH |
| ISHARES TR | CORE S&P500 ETF | $9.0M | 4.7%Prev: 5.9% | 13,809 SH | Increased+77 SH |
| ISHARES TR | CORE US AGGBD ET | $5.3M | 2.8%Prev: 3.4% | 53,523 SH | Increased+8,281 SH |
| ISHARES TR | IBOXX HI YD ETF | $1.7M | 0.9%Prev: 1.1% | 21,258 SH | Increased+3,089 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.1M | 0.6%Prev: 0.6% | 19,895 SH | Increased+2,442 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.1M | 1.6%Prev: 1.7% | 27,007 SH | Increased+3,091 SH |
| ISHARES TR | S&P 500 VAL ETF | $3.1M | 1.6%Prev: 1.8% | 14,655 SH | Increased+2,355 SH |
| ISHARES TR | US TREAS BD ETF | $7.6M | 4.0%Prev: 5.1% | 333,544 SH | Increased+43,372 SH |
| JOHN HANCOCK EXCHANGE TRADED | CORE PLUS BOND | $13.5M | 7.1%Prev: 8.0% | 536,208 SH | Increased+123,413 SH |
| JOHNSON & JOHNSON | COM | $831K | 0.4%Prev: 0.5% | 3,398 SH | Increased-550 SH |
| JPMORGAN CHASE & CO | COM | $781K | 0.4% | 2,654 SH | New |
| MARSH & MCLENNAN COS INC | COM | $598K | 0.3%Prev: 0.5% | 3,450 SH | Decreased+736 SH |
| MASTERCARD INCORPORATED | CL A | $666K | 0.3%Prev: 0.5% | 1,333 SH | Decreased+51 SH |
| MCKESSON CORP | COM | $786K | 0.4%Prev: 0.5% | 908 SH | Increased-17 SH |
| MEDICAL PROPERTIES TRUST INC | COM | $192K | 0.1% | 41,568 SH | New |
| META PLATFORMS INC | CL A | $1.2M | 0.6%Prev: 0.9% | 2,124 SH | Increased+106 SH |
| MICROSOFT CORP | COM | $1.6M | 0.8%Prev: 1.0% | 4,241 SH | Increased+727 SH |
| MORGAN STANLEY | COM NEW | $801K | 0.4%Prev: 0.4% | 4,866 SH | Increased+14 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE INTE | $4.9M | 2.6%Prev: 0.7% | 93,291 SH | Increased+74,396 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $17.4M | 9.2%Prev: 7.5% | 343,421 SH | Increased+151,190 SH |
| NETFLIX INC. | COM | $1.0M | 0.5% | 10,793 SH | New |
| NORTHROP GRUMMAN CORP | COM | $873K | 0.5%Prev: 0.5% | 1,280 SH | Increased+3 SH |
| NVIDIA CORPORATION | COM | $1.5M | 0.8%Prev: 0.9% | 8,398 SH | Increased-2,722 SH |
| OREILLY AUTOMOTIVE INC | COM | $675K | 0.4%Prev: 0.5% | 7,316 SH | Increased+6,850 SH |
| PEPSICO INC | COM | $823K | 0.4%Prev: 1.0% | 5,302 SH | Decreased-3,237 SH |
| PGIM ETF TR | ACTIVE AGGREGATE | $7.6M | 4.0% | 180,682 SH | New |
| PGIM ETF TR | JENNISON INT OPP | $2.2M | 1.1%Prev: 1.2% | 38,932 SH | Increased+9,259 SH |
| PGIM ETF TR | TOTAL RETURN BON | $791K | 0.4%Prev: 2.5% | 19,041 SH | Decreased-59,259 SH |
| PHILIP MORRIS INTL INC | COM | $721K | 0.4% | 4,359 SH | New |
| PROGRESSIVE CORP | COM | $598K | 0.3%Prev: 0.5% | 3,019 SH | Decreased+628 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $13.4M | 7.0%Prev: 4.5% | 288,490 SH | Increased+133,662 SH |
| QUALCOMM INC | COM | $619K | 0.3%Prev: 0.4% | 4,810 SH | Increased+1,024 SH |
| RBB FD INC | F/M US TREASURY | $9.2M | 4.8% | 184,828 SH | New |
| RTX CORPORATION | COM | $370K | 0.2%Prev: 0.7% | 1,916 SH | Decreased-4,712 SH |
| SALESFORCE INC | COM | $608K | 0.3%Prev: 0.5% | 3,258 SH | Increased+1,075 SH |
| SCHWAB CHARLES CORP | COM | $680K | 0.4% | 7,238 SH | New |
| SERVICENOW INC | COM | $595K | 0.3% | 5,693 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $674K | 0.4% | 14,376 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.6M | 1.9% | 5,474 SH | New |
| TESLA INC | COM | $776K | 0.4%Prev: 0.4% | 2,087 SH | Increased-100 SH |
| THE CIGNA GROUP | COM | $606K | 0.3%Prev: 0.5% | 2,270 SH | Decreased+319 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $676K | 0.4%Prev: 0.5% | 1,376 SH | Increased+173 SH |
| UBER TECHNOLOGIES INC | COM | $676K | 0.4%Prev: 0.4% | 9,392 SH | Increased+1,475 SH |
| UNITEDHEALTH GROUP INC | COM | $662K | 0.3%Prev: 0.5% | 2,448 SH | Increased+1,235 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $10.4M | 5.5%Prev: 7.9% | 91,116 SH | Increased-12,843 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $569K | 0.3%Prev: 0.4% | 1,773 SH | Increased-3 SH |
| VISA INC | COM CL A | $863K | 0.5%Prev: 0.8% | 2,854 SH | Decreased-5 SH |
| WALMART INC | COM | $949K | 0.5%Prev: 0.5% | 7,633 SH | Increased+462 SH |
| 13F-HR |
| 0001172661-26-002922 |
| $222.2M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002858 | $147.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001998 | $190.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001638 | $130.0M | View |