Kopp Family Office, LLC

CIK 0001683689 · MINNETONKA, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Kopp Family Office, LLC reported 29 positions worth $163.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AGG (20.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$163.2M
2026 Q2
Positions
29
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.4%
Est. Net Flow (Q)
2026 Q2
10 / 29 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AGGISHARES TRSH$33.4M20.48%337,533
2VEAVANGUARD TAX-MANAGED FDSSH$31.3M19.17%439,108
3RSPINVESCO EXCHANGE TRADED FD TSH$22.7M13.92%106,723
4SPYSTATE STR SPDR S&P 500 ETF TSH$22.5M13.80%30,163
5VWOVANGUARD INTL EQUITY INDEX FSH$13.4M8.22%224,815
6IJHISHARES TRSH$10.8M6.62%140,050
7XMTRXOMETRY INCSH$3.4M2.11%35,616
8ATECALPHATEC HLDGS INCSH$2.8M1.74%328,963
9WKWORKIVA INCSH$2.7M1.66%55,807
10XLUSELECT SECTOR SPDR TRSH$2.7M1.65%59,245

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

Frequently Asked Questions

What stocks does Kopp Family Office, LLC hold as of Q2 2026?

Kopp Family Office, LLC reported 29 positions worth $163.2M in its Q2 2026 13F filing. Largest positions: AGG (20.5%), VEA (19.2%), RSP (13.9%), SPY (13.8%) and VWO (8.2%).

What did Kopp Family Office, LLC buy in Q2 2026?

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

What did Kopp Family Office, 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.