Coppell Advisory Solutions LLC 13F Holdings · Q2 2026
Coppell Advisory Solutions LLC reported 553 securities worth $1.18B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BLOK (10.39%), SOFI (5.06%), IGM (3.24%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BLOK | AMPLIFY ETF TR | $122.5M | 10.39% | 54 | New |
| 2 | SOFI | SOFI TECHNOLOGIES INC | $59.7M | 5.06% | 620 | New |
| 3 | IGM | ISHARES TR | $38.2M | 3.24% | 27 | New |
| 4 | IXG | ISHARES TR | $32.4M | 2.75% | 117 | New |
| 5 | IGV | ISHARES TR | $31.5M | 2.67% | 1,223 | New |
| 6 | SPYM | SPDR SERIES TRUST | $29.4M | 2.49% | 583,394 | New |
| 7 | BND | VANGUARD BD INDEX FDS | $27.4M | 2.32% | 706,151 | New |
| 8 | SRLN | SSGA ACTIVE ETF TR | $27.0M | 2.29% | 1.2M | New |
| 9 | HOOD | ROBINHOOD MKTS INC | $26.6M | 2.25% | 48 | New |
| 10 | SOLS | SOLSTICE ADVANCED MATLS INC | $20.9M | 1.77% | 11,102 | New |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $20.5M | 1.74% | 11,414 | New |
| 12 | ITOT | ISHARES TR | $19.1M | 1.62% | 311 | New |
| 13 | IVE | ISHARES TR | $17.6M | 1.50% | 17 | New |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $17.3M | 1.47% | 22,860 | New |
| 15 | ANAB | ANAPTYSBIO INC | $16.6M | 1.41% | 3,638 | New |
| 16 | TIP | ISHARES TR | $14.5M | 1.23% | 7 | New |
| 17 | FLRN | SPDR SERIES TRUST | $14.3M | 1.21% | 873,369 | New |
| 18 | MS | MORGAN STANLEY | $13.1M | 1.11% | 2,295 | New |
| 19 | SPCM | INVESTMENT MANAGERS SER TR I | $12.5M | 1.06% | 100 | New |
| 20 | IQV | IQVIA HLDGS INC | $11.6M | 0.99% | 156 | New |
| 21 | NUS | NU SKIN ENTERPRISES INC | $11.3M | 0.96% | 235 | New |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $11.0M | 0.93% | 19,884 | New |
| 23 | COHR | COHERENT CORP | $10.6M | 0.90% | 64 | New |
| 24 | IWB | ISHARES TR | $10.5M | 0.89% | 88 | New |
| 25 | SLYG | SPDR SERIES TRUST | $10.0M | 0.85% | 2,540 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR