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CLG LLC
CLG LLC, headquartered in Long Beach, California, is a registered investment adviser founded in 1963 by John and Jan Cartwright. The firm provides comprehensive wealth management and investment advisory services, emphasizing personal attention, transparency, and lifelong partnerships. With 22-26 employees, CLG LLC serves individuals (including high net worth), families, and select businesses, guiding them toward their financial goals through communication and planning.
Investment Strategy
CLG LLC focuses on providing tailored investment management and financial advisory services rooted in trust and transparency. The firm's strategy includes a high degree of personal attention, long-term relationship building, and comprehensive financial planning that considers clients' unique needs at every stage of life. They prioritize getting to know clients and families deeply, aiming for meaningfully personalized solutions rather than transactional services, and proactively seek opportunities that help clients achieve their financial potential.
Latest 13F Filing Activity
CLG LLC filed their most recent 13F report on Jun 30, 2025 disclosing 123 equity positions with a total 13F market value of $321M. The fund increased holdings in Ishares TR, Capital Group Dividend Value, Capital Group Growth Etf among other positions. CLG LLC reduced exposure to Chevron Corp. New, Apple Inc., Janus Detroit STR TR among others.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.60% | $53.2M | 85,699 | $589.63 | $620.90 | +$9.5M |
C CVX | CHEVRON CORP NEW | 7.87% | $25.2M | 176,309 | $144.84 | $143.19 | -$5.1M |
D DLN | WISDOMTREE TR | 7.17% | $23.0M | 279,875 | $78.85 | $82.14 | +$3.5M |
A AAPL | APPLE INC | 5.00% | $16.0M | 78,053 | $250.42 | $205.17 | -$2.1M |
C CGGR | CAPITAL GROUP GROWTH ETF | 3.85% | $12.4M | 303,824 | $37.90 | $40.65 | +$4.5M |
Industry Allocation
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