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CGC Financial Services, LLC
CGC Financial Services, LLC is an independent investment advisory and financial planning firm based in Lake Oswego, Oregon. Founded to provide tailored financial strategies, the firm serves primarily individuals, including high net worth clients, as well as pension plans and charitable organizations. CGC emphasizes client relationships, comprehensive planning, and customized investment management. As of 2025, the firm reports approximately 12–14 employees and manages hundreds of individual advisory relationships.
Investment Strategy
CGC Financial Services focuses on creating customized financial strategies based on clients’ goals, risk tolerance, and life circumstances. Their approach entails understanding each client’s personal and financial situation, constructing investment portfolios tailored to both short- and long-term objectives, and ongoing portfolio management. Emphasis is placed on fiduciary responsibility, transparency, and educating clients, with services including investment management, estate planning, and retirement strategies. The firm primarily serves individuals and families, helping them transition through major life and financial events.
Latest 13F Filing Activity
CGC Financial Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 331 equity positions with a total 13F market value of $296M. The fund increased holdings in Fidelity Covington Trust, J P Morgan Exchange Traded F, Ishares TR among other positions. CGC Financial Services, LLC reduced exposure to Ishares TR, Nushares Etf TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (331)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HELO | J P MORGAN EXCHANGE TRADED F | 22.63% | $67.0M | 1,071,012 | $55.81 | $62.58 | +$4.0M |
S SCHD | SCHWAB STRATEGIC TR | 20.18% | $59.8M | 2,255,238 | $24.72 | $26.50 | -$3.2M |
F FENI | FIDELITY COVINGTON TRUST | 12.89% | $38.2M | 1,147,411 | $33.26 | $33.26 | +$38.2M |
J JBND | J P MORGAN EXCHANGE TRADED F | 8.02% | $23.7M | 443,166 | $53.59 | $53.59 | +$23.7M |
J JMEE | J P MORGAN EXCHANGE TRADED F | 7.37% | $21.8M | 368,650 | $56.53 | $59.21 | +$2.3M |
Industry Allocation
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