13F Insight
DOSSIER · 13F-HR · Q1 2026

CGC Financial Services, LLC

CGC Financial Services's family office based in San Francisco, CA — $346M in tracked AUM across 331 positions as of Q1 2026.

CF
CGC Financial Services·San Francisco, CA·Family Office
CIK 0001992785 · last filed Mar 31, 2026
Total AUM
$346M
▼ 13.2%
vs prior
Holdings
331
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CGC Financial Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
$70M1.1M20.1%
02
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$50M1.6M14.3%
03
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
$44M1.2M12.7%
04
IVW
ISHARES S&P 500 GROWTH ETF
$39M347K11.4%
05
JBND
JPMORGAN ACTIVE BOND ETF
$29M540K8.4%
06
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
$23M340K6.6%
07
IJH
ISHARES CORE S&P MID-CAP ETF
$23M333K6.5%
08
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
$10M38K2.8%
09
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
$8M176K2.4%
10
NUDV
NUVEEN ESG DIVIDEND ETF
$6M198K1.8%

Filing history

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