Coign Capital Advisors LLC
RIA/Wealth
Coign Capital Advisors LLC is a RIA/Wealth based in Draper, UT led by James Matthew Zundel, reporting $321.0M in AUM as of Q3 2025 with 74% ETF concentration and 57% concentrated in top 10 holdings.
Managing PartnerJames Matthew Zundel
- Portfolio Value
- $162.5M
- Positions
- 80
- Top Holding
- EVTR at 9.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Coign Capital Advisors LLC's portfolio (56.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.4M | 9.46% | +$4.6M Bought | — 298.8K shares | |
ETF ETF | $11.7M | 7.17% | +$3.8M Bought | — 272.7K shares | |
ETF ETF | $10.9M | 6.72% | +$3.0M Bought | — 218.3K shares | |
ETF ETF | $10.5M | 6.43% | -$883.0K Sold | — 94.7K shares | |
ETF ETF | $9.9M | 6.09% | -$143.4K Sold | — 225.3K shares | |
ETF ETF | $8.6M | 5.27% | +$63.6K Bought | — 12.8K shares | |
ETF ETF | $7.3M | 4.46% | +$1.1M Bought | — 313.7K shares | |
ETF ETF | $6.9M | 4.28% | +$6.9M New | — 161.9K shares | |
ETF ETF | $5.9M | 3.62% | +$114.2K Bought | — 90.1K shares | |
ETF ETF | $5.4M | 3.34% | -$239.3K Sold | — 45.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Coign Capital Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Coign Capital Advisors LLC
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