Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cooper Financial Group (CIK 1751581) reported $1.21B across 448 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHV ($79.2M, 6.57%), QQQ ($58.4M, 4.84%), NVDA ($47.7M, 3.95%), AAPL ($47.1M, 3.90%), BOND ($39.9M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $79.2M | 6.57% | 2.3M | Added |
| 2 | QQQ | INVESCO QQQ TR | $58.4M | 4.84% | 79,322 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $47.7M | 3.95% | 238,236 | Added |
| 4 | AAPL | APPLE INC | $47.1M | 3.90% | 162,755 | Added |
| 5 | BOND | PIMCO ETF TR | $39.9M | 3.31% | 433,100 | Added |
| 6 | PAVE | GLOBAL X FDS | $34.0M | 2.82% | 576,388 | Added |
| 7 | STOX | HORIZON FDS | $27.3M | 2.26% | 878,898 | Added |
| 8 | AMZN | AMAZON COM INC | $27.2M | 2.25% | 114,005 | Trimmed |
| 9 | AVGO | BROADCOM INC | $24.2M | 2.00% | 63,965 | Trimmed |
| 10 | JIVE | J P MORGAN EXCHANGE TRADED F | $23.3M | 1.93% | 253,083 | New |
| 11 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.0M | 1.91% | 664,422 | New |
| 12 | GOOGL | ALPHABET INC | $22.8M | 1.89% | 63,704 | Trimmed |
| 13 | AIQ | GLOBAL X FDS | $22.7M | 1.88% | 345,788 | Added |
| 14 | MSFT | MICROSOFT CORP | $22.1M | 1.83% | 59,344 | Trimmed |
| 15 | AVEM | AMERICAN CENTY ETF TR | $22.0M | 1.82% | 227,971 | Added |
| 16 | JEPI | J P MORGAN EXCHANGE TRADED F | $20.5M | 1.70% | 362,108 | Added |
| 17 | BUFR | FIRST TR EXCHNG TRADED FD VI | $19.1M | 1.58% | 522,233 | Added |
| 18 | JPST | J P MORGAN EXCHANGE TRADED F | $18.0M | 1.49% | 355,291 | Trimmed |
| 19 | PVAL | PUTNAM ETF TRUST | $16.8M | 1.40% | 330,397 | Trimmed |
| 20 | TSLA | TESLA INC | $15.8M | 1.31% | 37,531 | Added |
| 21 | JHML | JOHN HANCOCK EXCHANGE TRADED | $12.5M | 1.04% | 140,536 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.1M | 0.92% | 22,126 | Added |
| 23 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $10.5M | 0.87% | 386,464 | New |
| 24 | FENI | FIDELITY COVINGTON TRUST | $10.3M | 0.85% | 255,812 | Added |
| 25 | VOOG | VANGUARD ADMIRAL FDS INC | $9.8M | 0.81% | 118,652 | Added |
Source: SEC Form 13F filings · as of 2026-06-30