Coppell Advisory Solutions LLC
553 holdingsFiling period: 2026-06-30Current AUM: $1.19Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BLOK | AMPLIFY ETF TR | 54 | $122.5M | $119.2M | 10.03% | -- | 2026-06-30 |
| 2 | SOFI | SOFI TECHNOLOGIES INC | 620 | $59.7M | $56.8M | 4.78% | -- | 2026-06-30 |
| 3 | IGM | ISHARES TR | 27 | $38.2M | $37.3M | 3.14% | -- | 2026-06-30 |
| 4 | IXG | ISHARES TR | 117 | $32.4M | $34.7M | 2.92% | -- | 2026-06-30 |
| 5 | IGV | ISHARES TR | 1.2K | $31.5M | $36.7M | 3.09% | -- | 2026-06-30 |
| 6 | SPYM | SPDR SERIES TRUST | 583.4K | $29.4M | $29.7M | 2.50% | -- | 2026-06-30 |
| 7 | BND | VANGUARD BD INDEX FDS | 706.2K | $27.4M | $26.6M | 2.23% | -- | 2026-06-30 |
| 8 | SRLN | SSGA ACTIVE ETF TR | 1.25M | $27.0M | $27.2M | 2.29% | -- | 2026-06-30 |
| 9 | HOOD | ROBINHOOD MKTS INC | 48 | $26.6M | $29.3M | 2.46% | -- | 2026-06-30 |
| 10 | SOLS | SOLSTICE ADVANCED MATLS INC | 11.1K | $20.9M | $13.5M | 1.13% | -- | 2026-06-30 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.4K | $20.5M | $20.5M | 1.72% | -- | 2026-06-30 |
| 12 | ITOT | ISHARES TR | 311 | $19.1M | $19.2M | 1.62% | -- | 2026-06-30 |
| 13 | IVE | ISHARES TR | 17 | $17.6M | $18.1M | 1.52% | -- | 2026-06-30 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | 22.9K | $17.3M | $17.0M | 1.43% | -- | 2026-06-30 |
| 15 | ANAB | ANAPTYSBIO INC | 3.6K | $16.6M | $13.4M | 1.13% | -- | 2026-06-30 |
| 16 | TIP | ISHARES TR | 7 | $14.5M | $14.0M | 1.18% | -- | 2026-06-30 |
| 17 | FLRN | SPDR SERIES TRUST | 873.4K | $14.3M | $14.2M | 1.20% | -- | 2026-06-30 |
| 18 | MS | MORGAN STANLEY | 2.3K | $13.1M | $12.9M | 1.09% | -- | 2026-06-30 |
| 19 | SPCM | INVESTMENT MANAGERS SER TR I | 100 | $12.4M | $7.7M | 0.64% | -- | 2026-06-30 |
| 20 | IQV | IQVIA HLDGS INC | 156 | $11.6M | $16.2M | 1.36% | -- | 2026-06-30 |
| 21 | NUS | NU SKIN ENTERPRISES INC | 235 | $11.3M | $10.1M | 0.85% | -- | 2026-06-30 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 19.9K | $11.0M | $11.1M | 0.93% | -- | 2026-06-30 |
| 23 | COHR | COHERENT CORP | 64 | $10.6M | $7.3M | 0.61% | -- | 2026-06-30 |
| 24 | IWB | ISHARES TR | 88 | $10.5M | $10.6M | 0.89% | -- | 2026-06-30 |
| 25 | SLYG | SPDR SERIES TRUST | 2.5K | $10.0M | $9.2M | 0.77% | -- | 2026-06-30 |
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