Coppell Advisory Solutions LLC
CIK 0001848433 · COPPELL, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
BLOK
AMPLIFY ETF TR
10.1%
SOFI
SOFI TECHNOLOGIES INC
4.9%
IGM
ISHARES TR
3.2%
IXG
ISHARES TR
2.7%
IGV
ISHARES TR
2.6%
SPYM
SPDR SERIES TRUST
2.4%
BND
VANGUARD BD INDEX FDS
2.3%
SRLN
SSGA ACTIVE ETF TR
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.