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Filers›Family Office›CLG LLC
DOSSIER · 13F-HR · Q1 2026

CLG LLC

CLG's family office based in New York, NY — $403M in tracked AUM across 134 positions as of Q1 2026.

C
CLG·New York, NY·Family Office
CIK 0002059872 · last filed Mar 31, 2026
Total AUM
$403M
▼ 4.0%
vs prior
Holdings
134
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CLG 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
IVV
ISHARES TR
$67M103K16.7%
02
DLN
WISDOMTREE TR
$38M431K9.6%
03
CVX
CHEVRON CORPORATION
$24M118K6.0%
04
AAPL
APPLE INC
$20M77K4.9%
05
SM
SM ENERGY COMPANY
$15M466K3.6%
06
SATS
ECHOSTAR CORP
$14M123K3.6%
07
PYLD
PIMCO ETF TR
$14M521K3.4%
08
CGGR
CAPITAL GROUP GROWTH ETF
$12M287K2.9%
09
AAAU
GOLDMAN SACHS PHYSICAL GOLD
$11M233K2.7%
10
FBCG
FIDELITY COVINGTON TRUST
$10M200K2.5%

Filing history

Filing history loading…
AI Agent · grounded in CLG
haiku-4-5 · 134 positions indexed
Sector mix
  • Tech25%
  • Health Care45%
  • Cons. Disc.13%
  • Communications19%
  • Industrials5%
  • Energy9%
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