MondegarAI
CLG LLC

Q4 2025 · 13F-HR

CLG LLCholdings as filed

Filed 2026-01-15 · accession 0001172661-26-000189

$401.7M
Reported value
143
Positions
2025-12-31
Period end
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The Brief · CLG LLC · Q4 2025

AI · grounded in 13F

CLG LLC established a new position in AAAU valued at $11.96M. The fund also opened a new position in FEGE for $6.06M and increased its holdings in CGDV by 43.93%. On the sell side, the fund closed its positions in KSPY and COWG, while trimming its stake in GDX by 84.70%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$71.1M17.7%103,842CommonNONE
97717W307DLNWISDOMTREE TR$38.2M9.51%433,585CommonNONE
166764100CVXCHEVRON CORP NEW$22.5M5.60%147,634CommonNONE
037833100AAPLAPPLE INC$20.9M5.21%76,953CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$15.4M3.82%345,359CommonNONE
278768106SATSECHOSTAR CORP$13.2M3.29%121,731CommonNONE
72201R585PYLDPIMCO ETF TR$12.9M3.22%485,012CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$12.9M3.21%295,217CommonNONE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$12.0M2.98%281,116CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$10.4M2.59%189,523CommonNONE
17888H103CIVICIVITAS RESOURCES INC$9.6M2.40%355,261CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$7.0M1.74%100,622CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.5M1.62%12,937CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$6.3M1.57%148,199CommonNONE
75526L886FEGERBB FUND TRUST$6.1M1.51%131,736CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$5.8M1.45%164,351CommonNONE
594918104MSFTMICROSOFT CORP$5.1M1.27%10,573CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$5.0M1.26%68,078CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$3.9M0.97%56,200CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$3.9M0.96%101,629CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$3.7M0.92%124,987CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.6M0.90%104,825CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$3.6M0.89%104,180CommonNONE
886364363HFGMTIDAL TRUST I$3.5M0.86%119,913CommonNONE
023135106AMZNAMAZON COM INC$3.4M0.86%14,916CommonNONE
02079K107GOOGALPHABET INC$3.3M0.83%10,664CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$3.3M0.82%66,301CommonNONE
67066G104NVDANVIDIA CORPORATION$3.2M0.80%17,234CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$3.1M0.78%138,241CommonNONE
02072L516CAOSEA SERIES TRUST$3.1M0.77%34,559CommonNONE
88636V702RSSXTIDAL TRUST II$3.0M0.74%117,293CommonNONE
47103U886VNLAJANUS DETROIT STR TR$2.8M0.71%57,988CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$2.5M0.63%55,331CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$2.4M0.59%91,026CommonNONE
464287408IVEISHARES TR$2.1M0.53%10,121CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$2.1M0.52%75,441CommonNONE
02079K305GOOGLALPHABET INC$2.1M0.52%6,612CommonNONE
69374H386TRFKPACER FDS TR$2.0M0.50%31,067CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$2.0M0.49%53,468CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$1.7M0.42%51,146CommonNONE
92189F106GDXVANECK ETF TRUST$1.6M0.39%18,092CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.36%12,093CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.36%1,677CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$1.4M0.34%38,779CommonNONE
46434V456IQLTISHARES TR$1.3M0.34%29,655CommonNONE
907818108UNPUNION PAC CORP$1.3M0.32%5,567CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$1.2M0.30%32,213CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.1M0.28%2,932CommonNONE
032108607BLOKAMPLIFY ETF TR$1.1M0.27%19,197CommonNONE
922908363VOOVANGUARD INDEX FDS$1.1M0.27%1,712CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$956,5800.24%3,229CommonNONE
88160R101TSLATESLA INC$941,7020.23%2,094CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$935,5590.23%21,109CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$925,8570.23%2,873CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$904,9190.23%22,218CommonNONE
02072L565BOXXEA SERIES TRUST$871,5430.22%7,572CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$854,1710.21%33,936CommonNONE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$808,7970.20%25,571CommonNONE
518416102RODMLATTICE STRATEGIES TR$787,4580.20%21,297CommonNONE
30303M102METAMETA PLATFORMS INC$754,9680.19%1,144CommonNONE
78463V107GLDSPDR GOLD TR$744,2690.19%1,878CommonNONE
278865100ECLECOLAB INC$737,0680.18%2,808CommonNONE
097023105BABOEING CO$720,4100.18%3,318CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$716,0740.18%21,772CommonNONE
464287507IJHISHARES TR$712,7690.18%10,800CommonNONE
46429B697USMVISHARES TR$705,7840.18%7,496CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$699,7820.17%14,594CommonNONE
922908736VUGVANGUARD INDEX FDS$695,3800.17%1,425CommonNONE
00287Y109ABBVABBVIE INC$674,0850.17%2,950CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$668,7650.17%4,741CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$650,0320.16%18,668CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$643,7440.16%16,002CommonNONE
88636R834BTGDTIDAL TRUST II$637,2030.16%18,561CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$625,9830.16%17,708CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$620,6540.15%19,056CommonNONE
438516106HONHONEYWELL INTL INC$616,6530.15%3,161CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$613,5040.15%13,395CommonNONE
512807306LRCXLAM RESEARCH CORP$607,2100.15%3,547CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$598,4690.15%7,851CommonNONE
92826C839VVISA INC$598,0610.15%1,705CommonNONE
437076102HDHOME DEPOT INC$589,5030.15%1,713CommonNONE
478160104JNJJOHNSON & JOHNSON$570,8830.14%2,759CommonNONE
02072L441BUXXEA SERIES TRUST$569,1140.14%28,118CommonNONE
931142103WMTWALMART INC$560,7960.14%5,034CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$543,8920.14%1,648CommonNONE
75513E101RTXRTX CORPORATION$542,1320.13%2,956CommonNONE
38748G101BARGRANITESHARES GOLD TR$509,8800.13%12,000CommonNONE
458140100INTCINTEL CORP$508,2060.13%13,773CommonNONE
697435105PANWPALO ALTO NETWORKS INC$499,5990.12%2,712CommonNONE
060505104BACBANK AMERICA CORP$488,1090.12%8,875CommonNONE
11135F101AVGOBROADCOM INC$464,3330.12%1,342CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$460,8420.11%676CommonNONE
539830109LMTLOCKHEED MARTIN CORP$456,8320.11%945CommonNONE
33939L605TDTFFLEXSHARES TR$441,0280.11%18,403CommonNONE
33739P863FCALFIRST TR EXCH TRADED FD III$439,2520.11%8,908CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$436,6950.11%29,113CommonNONE
02209S103MOALTRIA GROUP INC$434,7100.11%7,539CommonNONE
595112103MUMICRON TECHNOLOGY INC$432,4260.11%1,515CommonNONE
03073E105CORCENCORA INC$427,9570.11%1,267CommonNONE
68389X105ORCLORACLE CORP$417,2930.10%2,141CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$403,6900.10%4,364CommonNONE
031162100AMGNAMGEN INC$402,2040.10%1,229CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$401,8700.10%17,548CommonNONE
002824100ABTABBOTT LABS$376,4570.09%3,005CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$359,4080.09%8,619CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$355,6050.09%12,988CommonNONE
46090E103QQQINVESCO QQQ TR$345,0750.09%562CommonNONE
191216100KOCOCA COLA CO$343,3810.09%4,912CommonNONE
369550108GDGENERAL DYNAMICS CORP$342,8550.09%1,018CommonNONE
254687106DISDISNEY WALT CO$329,3360.08%2,895CommonNONE
464287101OEFISHARES TR$328,8860.08%959CommonNONE
464287176TIPISHARES TR$325,4270.08%2,961CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$319,0140.08%7,229CommonNONE
00206R102TAT&T INC$318,6210.08%12,827CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$304,4310.08%534CommonNONE
94106L109WMWASTE MGMT INC DEL$273,9720.07%1,247CommonNONE
316092337FFLGFIDELITY COVINGTON TRUST$273,4970.07%9,135CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$269,6980.07%5,432CommonNONE
532457108LLYELI LILLY & CO$267,7600.07%249CommonNONE
31428X106FDXFEDEX CORP$264,8850.07%917CommonNONE
747525103QCOMQUALCOMM INC$264,1760.07%1,544CommonNONE
53656F581OVLHLISTED FDS TR$261,3820.07%6,636CommonNONE
57636Q104MAMASTERCARD INCORPORATED$259,4550.06%454CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$257,1270.06%1,786CommonNONE
47103U746JSIJANUS DETROIT STR TR$248,1940.06%4,767CommonNONE
26923N108ACVFETF OPPORTUNITIES TRUST$237,4320.06%4,807CommonNONE
369604301GEGE AEROSPACE$234,4170.06%761CommonNONE
92189F676SMHVANECK ETF TRUST$233,7080.06%649CommonNONE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$225,9040.06%7,833CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$218,0850.05%5,714CommonNONE
921937835BNDVANGUARD BD INDEX FDS$218,0090.05%2,943CommonNONE
02072L607FRDMEA SERIES TRUST$215,0290.05%4,194CommonNONE
879369106TFXTELEFLEX INCORPORATED$209,5430.05%1,717CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$209,4480.05%978CommonNONE
742718109PGPROCTER AND GAMBLE CO$207,9620.05%1,451CommonNONE
020002101ALLALLSTATE CORP$207,7560.05%998CommonNONE
17275R102CSCOCISCO SYS INC$207,4110.05%2,693CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$205,6310.05%7,135CommonNONE
922908629VOVANGUARD INDEX FDS$204,5950.05%705CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$202,2440.05%2,959CommonNONE
67066Y105NACNUVEEN CA QUALTY MUN INCOME$166,3670.04%14,087CommonNONE
746729839FTCAPUTNAM ETF TRUST$124,0550.03%16,947CommonNONE
746729797FTMUPUTNAM ETF TRUST$88,3720.02%11,308CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.