13F filer

Coppell Advisory Solutions

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1848433 SEC filings ↗
13F Value
$1.21B
Positions
553
Top Position
BLOK10.1%
Top 5
23.5%

Latest filing changes

vs Mar 31, 2026
1 AER Aercap Holdings +441.2%+$1.4M
2 LIN Linde +96.1%+$306K
3 STX Seagate Technology +20.5%+$113K
5 AAT American Assets Tr +55.3%+$31K
Holdings553
# Trend (4Q)
1 BLOK 10.1% $122.5M NEW 54 — ETF
2 SOFI 4.9% $59.7M NEW 620 — Common Stock
3 IGM 3.2% $38.2M NEW 27 — ETF
4 IXG 2.7% $32.4M NEW 117 — ETF
5 IGV 2.6% $31.5M NEW 1.2K — ETF
6 SPYM 2.4% $29.4M NEW 583.4K — ETF
7 BND 2.3% $27.4M NEW 706.2K — ETF
8 SRLN 2.2% $27.0M NEW 1.25M — ETF
9 HOOD 2.2% $26.6M NEW 48 — Common Stock
10 SOLS 1.7% $20.9M NEW 11.1K — Common Stock
11 BRK.B
Filing details
  • 084670702 Jun 30, 2026 11,414 reported quantity $20,492,038 reported value
1.7% $20.5M NEW 11.4K — Common Stock
12 ITOT 1.6% $19.1M NEW 311 — ETF
13 IVE 1.5% $17.6M NEW 17 — ETF
14 VCSH 1.4% $17.3M NEW 22.9K — ETF
15 ANAB 1.4% $16.6M NEW 3.6K — Common Stock
16 TIP 1.2% $14.5M NEW 7 — ETF
17 FLRN 1.2% $14.3M NEW 873.4K — ETF
18 MS 1.1% $13.1M NEW 2.3K — Common Stock
19 SPCM 1.0% $12.5M NEW 100 — ETF
20 IQV 1.0% $11.6M NEW 156 — Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing15
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.