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CIK: 0001848433
Total reported value
$1.2B
$1.2B
371 檔
15.2%
During the Q2 2025 filing period, Coppell Advisory Solutions LLC (CIK: 0001848433) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 371 reported positions.
In Q2 2025, Coppell Advisory Solutions LLC displayed an active expansion posture, initiating 67 new positions and adding to 54 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 371 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | ETF-Other | 6.89% | -49.63% | +27.66% | |
| 2 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 5.58% | — | NEW | |
| 3 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 3.89% | — | NEW | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.92% | — | NEW | |
| 5 | YFYA | Yields For You Income Strate | ETF-Other | 2.52% | — | NEW | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.13% | — | NEW | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.09% | +2.23% | NEW | |
| 8 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 2.07% | — | NEW | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.02% | +2.26% | NEW | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | — | NEW | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.82% | — | NEW | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +0.02% | NEW | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.67% | — | +0.78% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +0.91% | NEW | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +2.43% | NEW | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.17% | NEW | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.29% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | — | NEW | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | +0.36% | NEW | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.11% | -9.08% | +13.39% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | +1.69% | NEW | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.65% | NEW | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -6.09% | +11.97% | |
| 24 | FMF | First Trust Managed Futures | ETF-Other | 0.98% | — | NEW | |
| 25 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.96% | +1.18% | NEW | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | — | NEW | |
| 27 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.91% | — | NEW | |
| 28 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.80% | +0.02% | NEW | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.79% | — | NEW | |
| 30 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-Tech | 0.64% | +0.06% | NEW | |
| 31 | METV | Roundhill Ball Metaverse ETF | ETF-Other | 0.64% | — | — | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.62% | — | NEW | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | — | |
| 34 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.58% | — | NEW | |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.58% | — | NEW | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.28% | NEW | |
| 37 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.50% | — | — | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.49% | — | -14.99% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | — | +12.02% | |
| 40 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.44% | -3.03% | +82.11% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.43% | +0.38% | NEW | |
| 42 | TRGP | Targa Resources CORP | Stock-Energy | 0.43% | +0.59% | NEW | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | +0.14% | NEW | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | — | -45.99% | |
| 45 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.40% | — | NEW | |
| 46 | FVD | First Trust Value Line Dvd | ETF-Other | 0.39% | +0.01% | NEW | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | +0.01% | NEW | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.39% | +0.33% | NEW | |
| 49 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.37% | — | NEW | |
| 50 | FEP | First Trust Europe | ETF-Other | 0.36% | — | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSMV | Rltive Strngt Mng Vol St ETF | +5.6% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +2% | NEW | New buy |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1.8% | NEW | New buy |
| 4 | NFLX | Netflix Inc | +1.3% | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | +1.2% | NEW | New buy |
| 6 | BRNY | Burney US Factor Rotation | +1.2% | +27.66% | Add |
| 7 | BUFZ | Ft Vest Laddered Moderate Bu | +1% | +48.91% | Add |
| 8 | NVDA | Nvidia CORP | +0.9% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +0.8% | +250.21% | Add |
| 10 | QQQJ | Invesco Nasdaq Next Gen 100 | +0.6% | NEW | New buy |
| 11 | METV | Roundhill Ball Metaverse ETF | +0.6% | NEW | New buy |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.6% | NEW | New buy |
| 13 | CBOE | Cboe Global Markets Inc | +0.6% | NEW | New buy |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | +0.6% | NEW | New buy |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.6% | +35.10% | Add |
| 16 | DRI | Darden Restaurants Inc | +0.5% | NEW | New buy |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +52.20% | Add |
| 18 | RDVY | First Trust Rising Dividend | +0.5% | +156.89% | Add |
| 19 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | NEW | New buy |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +39.80% | Add |
| 21 | ORCL | Oracle CORP | +0.4% | NEW | New buy |
| 22 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.3% | +32.17% | Add |
| 23 | RDVI | Ft Vest Rising Dividend Achi | +0.3% | +628.45% | Add |
| 24 | PANW | Palo Alto Networks Inc | +0.3% | NEW | New buy |
| 25 | AVGO | Broadcom Inc | +0.3% | +3.60% | Add |
| 26 | IJH | Ishares Core S&p Midcap ETF | +0.3% | NEW | New buy |
| 27 | LPLA | Lpl Financial Holdings Inc | +0.3% | NEW | New buy |
| 28 | SCHW | Schwab (charles) CORP | +0.3% | +251.76% | Add |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | +0.3% | +1357.83% | Add |
| 30 | HELO | Jpmorgan Hedged Equity ETF | +0.3% | +378.87% | Add |
| 31 | IEF | Ishares 7-10 Year Treasury B | +0.3% | NEW | New buy |
| 32 | UCTT | Ultra Clean Holdings Inc | +0.3% | NEW | New buy |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | NEW | New buy |
| 34 | IJR | Ishares Core S&p Small-cap E | +0.2% | NEW | New buy |
| 35 | YUM | Yum! Brands Inc | +0.2% | NEW | New buy |
| 36 | ENTG | Entegris Inc | +0.2% | NEW | New buy |
| 37 | CRUS | Cirrus Logic Inc | +0.2% | NEW | New buy |
| 38 | LHX | L3harris Technologies Inc | +0.2% | NEW | New buy |
| 39 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | New buy |
| 40 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 41 | IXUS | Ishares Core Intl Stock ETF | +0.2% | NEW | New buy |
| 42 | FORM | Formfactor Inc | +0.2% | NEW | New buy |
| 43 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 44 | EXPD | Expeditors Intl Wash Inc | +0.2% | NEW | New buy |
| 45 | ONTO | Onto Innovation Inc | +0.2% | NEW | New buy |
| 46 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | New buy |
| 47 | ADSK | Autodesk Inc | +0.2% | +180.11% | Add |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +688.25% | Add |
| 49 | MCD | Mcdonald's CORP | +0.2% | NEW | New buy |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +66.42% | Add |
According to official SEC Form 13F filings, Coppell Advisory Solutions LLC reported a total U.S. public equity portfolio value of $1.2B across 371 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRNY, RSMV, BUFZ) accounted for 15.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
RSMV
市值: $47.0M
Top Position Liquidated / Trimmed
LAD
前期市值: $20.1M
During Q2 2025, Coppell Advisory Solutions LLC's top holdings by market value included BRNY (6.9%)、RSMV (5.6%)、BUFZ (3.9%). The largest single position, BRNY, represented 6.9% of total portfolio value.
In Q2 2025, Coppell Advisory Solutions LLC made 200 total portfolio adjustments, initiating 67 new buys, adding to 54 positions, trimming 33 holdings, and fully liquidating 46 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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