Coppell Advisory Solutions LLC

CIK 0001848433 · COPPELL, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Coppell Advisory Solutions LLC reported 553 positions worth $1.21B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BLOK (10.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.21B
2026 Q2
Positions
553
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.3%
Est. Net Flow (Q)
2026 Q2
10 / 553 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BLOKAMPLIFY ETF TRSH$122.5M10.12%54
2SOFISOFI TECHNOLOGIES INCSH$59.7M4.93%620
3IGMISHARES TRSH$38.2M3.16%27
4IXGISHARES TRSH$32.4M2.68%117
5IGVISHARES TRSH$31.5M2.60%1,223
6SPYMSPDR SERIES TRUSTSH$29.4M2.43%583,394
7BNDVANGUARD BD INDEX FDSSH$27.4M2.26%706,151
8SRLNSSGA ACTIVE ETF TRSH$27.0M2.23%1,248,706
9HOODROBINHOOD MKTS INCSH$26.6M2.19%48
10SOLSSOLSTICE ADVANCED MATLS INCSH$20.9M1.72%11,102

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Coppell Advisory Solutions LLC hold as of Q2 2026?

Coppell Advisory Solutions LLC reported 553 positions worth $1.21B in its Q2 2026 13F filing. Largest positions: BLOK (10.1%), SOFI (4.9%), IGM (3.2%), IXG (2.7%) and IGV (2.6%).

What did Coppell Advisory Solutions LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Coppell Advisory Solutions LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.