Coppell Advisory Solutions LLC
539 holdingsFiling period: 2026-06-30Current AUM: $1.16Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BLOK | Amplify ETF TR | 54 | $122.5M | $100.2M | 8.66% | -- | 2026-06-30 |
| 2 | SOFI | Sofi Technologies Inc | 620 | $59.7M | $55.8M | 4.82% | -- | 2026-06-30 |
| 3 | IGM | iShares TR | 27 | $38.2M | $35.6M | 3.08% | -- | 2026-06-30 |
| 4 | IXG | iShares TR | 117 | $32.4M | $33.7M | 2.91% | -- | 2026-06-30 |
| 5 | IGV | iShares TR | 1.2K | $31.5M | $36.3M | 3.14% | -- | 2026-06-30 |
| 6 | SPYM | Spdr Series Trust | 583.4K | $29.4M | $29.7M | 2.57% | -- | 2026-06-30 |
| 7 | BND | Vanguard BD Index Fds | 706.2K | $27.4M | $26.7M | 2.31% | -- | 2026-06-30 |
| 8 | SRLN | Ssga Active ETF TR | 1.25M | $27.0M | $26.9M | 2.32% | -- | 2026-06-30 |
| 9 | HOOD | Robinhood Mkts Inc | 48 | $26.6M | $22.5M | 1.95% | -- | 2026-06-30 |
| 10 | SOLS | Solstice Advanced Matls Inc | 11.1K | $20.9M | $14.3M | 1.23% | -- | 2026-06-30 |
| 11 | BRK-B | Berkshire Hathaway Inc Del | 11.4K | $20.5M | $20.5M | 1.77% | -- | 2026-06-30 |
| 12 | ITOT | iShares TR | 311 | $19.1M | $19.2M | 1.66% | -- | 2026-06-30 |
| 13 | IVE | iShares TR | 17 | $17.6M | $18.6M | 1.61% | -- | 2026-06-30 |
| 14 | VCSH | Vanguard Scottsdale Fds | 22.9K | $17.3M | $17.1M | 1.47% | -- | 2026-06-30 |
| 15 | ANAB | Anaptysbio Inc | 3.6K | $16.6M | $11.9M | 1.02% | -- | 2026-06-30 |
| 16 | TIP | iShares TR | 7 | $14.5M | $14.2M | 1.22% | -- | 2026-06-30 |
| 17 | FLRN | Spdr Series Trust | 873.4K | $14.3M | $14.3M | 1.23% | -- | 2026-06-30 |
| 18 | MS | Morgan Stanley | 2.3K | $13.1M | $11.6M | 1.00% | -- | 2026-06-30 |
| 19 | SPCM | Investment Managers Ser TR I | 100 | $12.4M | $6.4M | 0.55% | -- | 2026-06-30 |
| 20 | IQV | Iqvia Hldgs Inc | 156 | $11.6M | $16.1M | 1.39% | -- | 2026-06-30 |
| 21 | NUS | NU Skin Enterprises Inc | 235 | $11.3M | $9.9M | 0.86% | -- | 2026-06-30 |
| 22 | SPY | State Str Spdr S&P 500 ETF T | 19.9K | $11.0M | $11.1M | 0.96% | -- | 2026-06-30 |
| 23 | COHR | Coherent Corp | 64 | $10.6M | $5.6M | 0.49% | -- | 2026-06-30 |
| 24 | IWB | iShares TR | 88 | $10.5M | $10.6M | 0.92% | -- | 2026-06-30 |
| 25 | SLYG | Spdr Series Trust | 2.5K | $10.0M | $9.2M | 0.80% | -- | 2026-06-30 |
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