COFG Advisors, LLC
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 404,413
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 241 | 404,413 | 13F-HR | COFG Advisors, LLC |
| Q4 2025 | 2/10/2026 | 228 | 404,901 | 13F-HR | COFG Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 256.2 K | 63.3% | 0 | 110.2 K | -110.2 K |
| ETFs | 144.1 K | 35.6% | 109.2 K | 0 | 109.2 K |
| Debt | 4.117 K | 1.0% | 768 | 0 | 768 |
| Other | 0 | 0.0% | 0 | 255 | -255 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
404,413
Holdings
241
QoQ value change ($000)
-488
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.