CGBL holdings - what the fund actually owns

Capital Group Core Balanced ETF reports 77 stock positions to the SEC, 100% of its assets. The ten largest are 59.3% of the fund, as of Jun 30, 2026.

Each week Ploutos reads the latest N-PORT filing of the largest US equity ETFs. This page is one fund's filing: its reported positions with their weights, where that weight sits by sector, what entered and left since the previous filing, and which other funds hold the most of the same stocks.

Reported positions

77

cover 100% of the fund

Weight of the top 10 holdings

59.3%

of the fund in ten names

Largest position

CAPITAL GROUP CORE PLUS INCOME ETF

23.28% · Capital Group Core Plus Income ETF

Filing date

Jun 30, 2026

holdings as reported to the SEC

Where the weight sits, by sector

Technology
27.1%
Financial Services
6.4%
Industrials
6.0%
Healthcare
5.1%
Consumer Cyclical
4.4%
Basic Materials
3.2%
Utilities
1.7%
Energy
1.0%
Real Estate
1.0%
Consumer Defensive
0.8%
Communication Services
0.7%
Unknown
43.0%

Sectors come from each company's industry code in its SEC record, so they are coarse. 43.0% of the reported weight could not be placed and is shown as unknown.

Full holdings list, heaviest first

#StockWeightCumulative
1CAPITAL GROUP CORE PLUS INCOME ETF23.28%23.3%
2CAPITAL GROUP CORE BOND ETF15.64%38.9%
3AVGOBroadcom Inc4.58%43.5%
4TSMTaiwan Semiconductor Manufacturing Co Ltd3.49%47.0%
5GOOGLAlphabet Inc2.79%49.8%
6MUMicron Technology Inc2.23%52.0%
7PMPhilip Morris International Inc2.07%54.1%
8AAPLApple Inc2.01%56.1%
9MSFTMicrosoft Corp1.96%58.1%
10GEVGE Vernova Inc1.26%59.3%
11ATIATI Inc1.24%60.6%
12NVDANVIDIA Corp1.20%61.8%
13VRTXVertex Pharmaceuticals Inc1.20%63.0%
14BKNGBooking Holdings Inc1.11%64.1%
15METAMeta Platforms Inc1.10%65.2%
16KLACKLA Corp1.08%66.2%
17BABoeing Co/The1.07%67.3%
18WPMWheaton Precious Metals Corp1.04%68.4%
19SOSouthern Co/The0.97%69.3%
20BACBank of America Corp0.96%70.3%
21RGLDRoyal Gold Inc0.96%71.2%
22VVisa Inc0.92%72.2%
23INTCIntel Corp0.91%73.1%
24FNVFranco-Nevada Corp0.89%74.0%
25DEDeere & Co0.88%74.8%

Funds that hold the most of the same stocks

The share of CGBL that is also in each fund, from the positions both report. Open a pair for the full list.

FundOverlapShared
CGGRCapital Group Growth ETF34.2%38
CGGOCapital Group Global Growth Equity ETF33.1%34
VVVANGUARD LARGE-CAP INDEX FUND28.4%60
OEFiShares S&P 100 ETF28.0%35
SPY28.0%56
VOOVANGUARD 500 INDEX FUND28.0%56
CGDVCapital Group Dividend Value ETF28.0%25
CGUSCapital Group Core Equity ETF27.8%26

Questions people ask

What are the top holdings of CGBL?

Its filing lists 77 stock positions. The largest are CAPITAL GROUP CORE PLUS INCOME ETF 23.3%, CAPITAL GROUP CORE BOND ETF 15.6%, AVGO 4.6%, and the ten largest together are 59.3% of the fund. The full list with weights is on this page.

How often do these holdings change?

Funds report their positions to the SEC at each quarter end, and the SEC publishes the filing about 60 days later. Ploutos reads the latest one every week, so the page changes four times a year, and shows the date of the filing it reads.

Why does the coverage not reach 100%?

The list is the stock positions the fund reports. Cash, futures, bonds and other assets the filing carries are not listed, and what the stocks add up to is the coverage shown. A stock fund lands near 100; a fund that holds futures or a cash sleeve lands lower. Weights are of the whole fund.

Compare CGBL with another fund·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.