13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001848433
Total reported value
$1.2B
$1.2B
395 檔
17.4%
At the close of Q3 2025, Coppell Advisory Solutions LLC disclosed equity holdings valued at approximately $1.2B, spread across 395 reported holdings.
In Q3 2025, Coppell Advisory Solutions LLC displayed an active expansion posture, initiating 62 new positions and adding to 63 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 395 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | ETF-Other | 7.80% | -49.63% | +18.04% | |
| 2 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 5.23% | — | NEW | |
| 3 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 3.57% | — | NEW | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.10% | — | NEW | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.56% | — | NEW | |
| 6 | YFYA | Yields For You Income Strate | ETF-Other | 2.31% | — | NEW | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.11% | +2.23% | NEW | |
| 8 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 2.10% | — | NEW | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.10% | +2.26% | NEW | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.99% | — | NEW | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.86% | -9.08% | +49.19% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +2.43% | NEW | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.47% | — | -1.36% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.02% | NEW | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | -5.58% | +390.87% | |
| 16 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-Tech | 1.19% | +0.06% | NEW | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | — | NEW | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | — | NEW | |
| 19 | FMF | First Trust Managed Futures | ETF-Other | 1.06% | — | NEW | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | -6.09% | +21.54% | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.04% | +1.18% | NEW | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | — | NEW | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.17% | NEW | |
| 24 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.90% | — | NEW | |
| 25 | RDVY | First Trust Rising Dividend | ETF-Other | 0.86% | — | NEW | |
| 26 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.86% | +0.02% | NEW | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | +1.69% | NEW | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.65% | NEW | |
| 29 | METV | Roundhill Ball Metaverse ETF | ETF-Other | 0.76% | — | +31.98% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | — | -39.91% | |
| 31 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.63% | — | NEW | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.91% | NEW | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | — | +1.21% | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.55% | — | NEW | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.55% | — | +18.86% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.54% | — | NEW | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.52% | +0.38% | NEW | |
| 38 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.51% | — | +28.29% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.48% | +0.01% | NEW | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.28% | NEW | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.36% | NEW | |
| 42 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.44% | — | NEW | |
| 43 | TRGP | Targa Resources CORP | Stock-Energy | 0.44% | +0.59% | NEW | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | — | -3.24% | |
| 45 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.39% | +0.41% | NEW | |
| 46 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.39% | -3.03% | +10.47% | |
| 47 | ADSK | Autodesk Inc | Stock-Tech | 0.38% | -1.94% | EXIT | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.38% | +0.33% | NEW | |
| 49 | FVD | First Trust Value Line Dvd | ETF-Other | 0.38% | +0.01% | NEW | |
| 50 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.37% | — | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | +2.2% | +18.04% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +390.87% | Add |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.8% | +13.32% | Add |
| 4 | BUFZ | Ft Vest Laddered Moderate Bu | +0.7% | -1.23% | Add |
| 5 | AAPL | Apple Inc | +0.7% | +49.19% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.5% | +13.60% | Add |
| 7 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.4% | +9.19% | Add |
| 8 | SCHW | Schwab (charles) CORP | +0.4% | +25.37% | Add |
| 9 | RDVI | Ft Vest Rising Dividend Achi | +0.4% | +18.42% | Add |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +11.64% | Add |
| 11 | HELO | Jpmorgan Hedged Equity ETF | +0.3% | +9.44% | Add |
| 12 | MCK | Mckesson CORP | +0.3% | +18.86% | Add |
| 13 | ADSK | Autodesk Inc | +0.3% | +13.10% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | +0.2% | +13.21% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | +21.54% | Add |
| 16 | LMBS | First Trust Low Duration Opp | +0.2% | +51.02% | Add |
| 17 | FMF | First Trust Managed Futures | +0.2% | +12.10% | Add |
| 18 | CORT | Corcept Therapeutics Inc | +0.2% | +26.84% | Add |
| 19 | FAAR | First Trust Alt Abs Ret ETF | +0.2% | +7.77% | Add |
| 20 | FISV | Fiserv Inc | +0.2% | — | Add |
| 21 | PSMT | Pricesmart Inc | +0.2% | +11.02% | Add |
| 22 | FTSM | First Trust Enh Short Mat Fd | +0.2% | +34.48% | Add |
| 23 | TRGP | Targa Resources CORP | +0.2% | +18.92% | Add |
| 24 | AMD | Advanced Micro Devices | +0.2% | +204.64% | Add |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | -23.05% | Add |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +14.75% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -10.77% | Add |
| 28 | SSNC | Ss&c Technologies Holdings | +0.1% | +21.74% | Add |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -41.51% | Add |
| 30 | TMHC | Taylor Morrison Home CORP | +0.1% | +16.32% | Add |
| 31 | FTLS | First Trust Long/short Eqty | +0.1% | +4.97% | Add |
| 32 | ALSN | Allison Transmission Holding | +0.1% | +10.47% | Add |
| 33 | FID | First Trust S&p Internationa | +0.1% | +25.39% | Add |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +21.74% | Add |
| 35 | TSLA | Tesla Inc | +0.1% | -68.66% | Add |
| 36 | WCMI | Ft Wcm International ETF | +0.1% | +123.82% | Add |
| 37 | UGI | Ugi CORP | +0.1% | +21.40% | Add |
| 38 | RFEM | First Trust Riverfront Dynam | +0.1% | +31.80% | Add |
| 39 | AVGO | Broadcom Inc | +0.1% | -22.03% | Trim |
| 40 | BAC | Bank Of America CORP | +0.1% | +64.87% | Add |
| 41 | CDNS | Cadence Design Sys Inc | +0.1% | +6.89% | Add |
| 42 | FICS | Ft International Dev Cap Str | +0.1% | +49.89% | Add |
| 43 | CALM | Cal-maine Foods Inc | +0.1% | +24.34% | Add |
| 44 | EMLP | First Trust North American E | +0.1% | +20.97% | Add |
| 45 | RWEM | Rayliant Nxtgn Mlt Em Eq-usd | +0.1% | +15.80% | Add |
| 46 | RWLC | Rayln Nxtgn Mu US Eq Etf-usd | +0.1% | +19.57% | Add |
| 47 | NFTY | First Trust India Nifty 50 E | +0.1% | +52.32% | Add |
| 48 | FPXE | First Trust Ipox Europe Equi | +0.1% | +37.52% | Add |
| 49 | VCRB | Vanguard Core Bond ETF | +0.1% | +26.52% | Add |
| 50 | FTGC | First Trust Global Tactical | +0.1% | +14.33% | 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 395 disclosed positions in Q3 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 17.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
RSMV
市值: $49.3M
Top Position Liquidated / Trimmed
LAD
前期市值: $20.1M
During Q3 2025, Coppell Advisory Solutions LLC's top holdings by market value included BRNY (7.8%)、RSMV (5.2%)、BUFZ (3.6%). The largest single position, BRNY, represented 7.8% of total portfolio value.
In Q3 2025, Coppell Advisory Solutions LLC made 200 total portfolio adjustments, initiating 62 new buys, adding to 63 positions, trimming 30 holdings, and fully liquidating 45 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.