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Manager record

CGC Financial Services, LLC

Lake Oswego, OR · CIK 1992785 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$450.81MReported 13F valueQ3 2026 · as filed
338Holdings listed
+1.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $296.1M$296.1MQ2 2025331 holdingsQ3 2025: $362.6M$362.6MQ3 2025343 holdingsQ4 2025: $373.8M$373.8MQ4 2025340 holdingsQ1 2026: $346.1M$346.1MQ1 2026331 holdingsQ2 2026: $444.7M$444.7MQ2 2026337 holdingsQ3 2026: $450.8M$450.8MQ3 2026338 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$450.81M · 338 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$444.66M · 337 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$346.06M · 331 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$373.75M · 340 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$362.62M · 343 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$296.11M · 331 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology