COFG Advisors, LLC
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 579,358
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 319 | 579,358 | 13F-HR | COFG Advisors, LLC |
| 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 | 319.9 K | 55.2% | 63.73 K | 0 | 63.73 K |
| ETFs | 250.1 K | 43.2% | 106 K | 0 | 106 K |
| Debt | 9.382 K | 1.6% | 5.265 K | 0 | 5.265 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
579,358
Holdings
319
QoQ value change ($000)
174,945
(43.3%)
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.