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 $989.5M across 424 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHV ($65.1M, 6.58%), QQQ ($43.3M, 4.37%), NVDA ($41.5M, 4.19%), AAPL ($40.4M, 4.09%), BOND ($36.6M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $65.1M | 6.58% | 2.1M | Added |
| 2 | QQQ | INVESCO QQQ TR | $43.3M | 4.37% | 74,968 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $41.5M | 4.19% | 237,840 | Added |
| 4 | AAPL | APPLE INC | $40.4M | 4.09% | 159,310 | Added |
| 5 | BOND | PIMCO ETF TR | $36.6M | 3.70% | 396,395 | Added |
| 6 | PAVE | GLOBAL X FDS | $28.0M | 2.83% | 551,407 | Added |
| 7 | AMZN | AMAZON COM INC | $23.8M | 2.40% | 114,099 | Trimmed |
| 8 | STOX | HORIZON FDS | $23.5M | 2.38% | 869,916 | New |
| 9 | MSFT | MICROSOFT CORP | $22.4M | 2.26% | 60,432 | Trimmed |
| 10 | AVGO | BROADCOM INC | $20.0M | 2.02% | 64,593 | Added |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | $19.4M | 1.96% | 341,419 | Trimmed |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $18.6M | 1.88% | 367,853 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $18.4M | 1.86% | 63,884 | Added |
| 14 | BUFR | FIRST TR EXCHNG TRADED FD VI | $17.2M | 1.74% | 508,888 | Added |
| 15 | PVAL | PUTNAM ETF TRUST | $15.6M | 1.57% | 335,527 | Trimmed |
| 16 | AIQ | GLOBAL X FDS | $15.3M | 1.55% | 328,349 | Added |
| 17 | TSLA | TESLA INC | $13.7M | 1.38% | 36,762 | Added |
| 18 | JHML | JOHN HANCOCK EXCHANGE TRADED | $11.1M | 1.12% | 141,443 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.0M | 1.01% | 20,818 | Added |
| 20 | GTO | INVESCO ACTIVELY MANAGED EXC | $9.2M | 0.93% | 196,095 | Added |
| 21 | META | META PLATFORMS INC | $9.0M | 0.91% | 15,809 | Added |
| 22 | AVUV | AMERICAN CENTY ETF TR | $8.8M | 0.89% | 79,738 | Trimmed |
| 23 | FBND | FIDELITY MERRIMACK STR TR | $8.5M | 0.86% | 186,094 | Trimmed |
| 24 | GOOG | ALPHABET INC | $8.5M | 0.86% | 29,561 | Added |
| 25 | AVEM | AMERICAN CENTY ETF TR | $8.4M | 0.85% | 104,351 | Added |
Source: SEC Form 13F filings · as of 2026-03-31