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CIK: 0001848433
Total reported value
$1.2B
$1.2B
392 檔
18.6%
In Q4 2025, Coppell Advisory Solutions LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 392 disclosed stock positions.
In Q4 2025, Coppell Advisory Solutions LLC displayed an active expansion posture, initiating 27 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 392 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | ETF-Other | 8.25% | -49.63% | +8.16% | |
| 2 | RSMV | Rltive Strngt Mng Vol St ETF | ETF-Other | 5.46% | — | NEW | |
| 3 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 3.15% | — | NEW | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.98% | — | NEW | |
| 5 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 2.37% | — | NEW | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.31% | — | NEW | |
| 7 | YFYA | Yields For You Income Strate | ETF-Other | 2.30% | — | NEW | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.20% | +2.26% | NEW | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.16% | +2.23% | NEW | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.10% | — | NEW | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | -5.58% | +4.25% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +2.43% | NEW | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.75% | -9.08% | -5.74% | |
| 14 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.39% | — | +0.95% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.17% | NEW | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | — | NEW | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | — | NEW | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -6.09% | +13.74% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | — | NEW | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.13% | +1.18% | NEW | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.02% | NEW | |
| 22 | FMF | First Trust Managed Futures | ETF-Other | 1.01% | — | NEW | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.91% | NEW | |
| 24 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.91% | — | NEW | |
| 25 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-Tech | 0.90% | +0.06% | NEW | |
| 26 | METV | Roundhill Ball Metaverse ETF | ETF-Other | 0.89% | — | +39.46% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.83% | — | NEW | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | +1.69% | NEW | |
| 29 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.77% | +0.02% | NEW | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.65% | NEW | |
| 31 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.70% | — | NEW | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.63% | — | +14.22% | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.56% | +0.38% | NEW | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.56% | — | NEW | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | — | +1.17% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | — | +1042.82% | |
| 37 | TRGP | Targa Resources CORP | Stock-Energy | 0.51% | +0.59% | NEW | |
| 38 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.50% | — | NEW | |
| 39 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.49% | -3.03% | +15.75% | |
| 40 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.45% | +0.01% | NEW | |
| 41 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.44% | +0.41% | NEW | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.36% | NEW | |
| 43 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.43% | — | NEW | |
| 44 | ADSK | Autodesk Inc | Stock-Tech | 0.42% | -1.94% | EXIT | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.40% | — | +27.53% | |
| 46 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.40% | — | +18.65% | |
| 47 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.38% | — | NEW | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | +0.25% | NEW | |
| 49 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.37% | +0.28% | NEW | |
| 50 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.36% | — | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | +0.5% | +8.16% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.25% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +36.37% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +58.78% | Add |
| 5 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.3% | +17.58% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +30.19% | Add |
| 7 | RSMV | Rltive Strngt Mng Vol St ETF | +0.2% | +8.47% | Add |
| 8 | AMGN | Amgen Inc | +0.2% | +160.34% | Add |
| 9 | INTC | Intel CORP | +0.2% | +540.89% | Add |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +20.63% | Add |
| 11 | ALLY | Ally Financial Inc | +0.2% | +304.53% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +27.04% | Add |
| 13 | METV | Roundhill Ball Metaverse ETF | +0.1% | +39.46% | Add |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +13.76% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +13.74% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +13.06% | Add |
| 17 | ALSN | Allison Transmission Holding | +0.1% | +15.75% | Add |
| 18 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +16.84% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +114.98% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +12.54% | Add |
| 21 | MCK | Mckesson CORP | +0.1% | +14.22% | Add |
| 22 | EXPD | Expeditors Intl Wash Inc | +0.1% | +16.53% | Add |
| 23 | CBOE | Cboe Global Markets Inc | +0.1% | +16.54% | Add |
| 24 | TRGP | Targa Resources CORP | +0.1% | +14.68% | Add |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +24.12% | Add |
| 26 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +30.25% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | +29.64% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | +0.1% | +27.78% | Add |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +11.11% | Add |
| 30 | MPWR | Monolithic Power Systems Inc | +0.1% | +18.65% | Add |
| 31 | WTS | Watts Water Technologies-a | +0.1% | +19.23% | Add |
| 32 | UGI | Ugi CORP | +0.1% | +12.08% | Add |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +38.81% | Add |
| 34 | SDVY | First Trust Smid Cap Rising | +0.1% | +120.18% | Add |
| 35 | ILS | Brookmont Catastrophic Bond | +0.1% | +158.81% | Add |
| 36 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +210.35% | Add |
| 37 | SCHW | Schwab (charles) CORP | 0% | +12.77% | Add |
| 38 | ADSK | Autodesk Inc | 0% | +28.13% | Add |
| 39 | LPLA | Lpl Financial Holdings Inc | 0% | +16.15% | Add |
| 40 | FJP | First Trust Japan | 0% | +22.43% | Add |
| 41 | UHS | Universal Health Services-b | 0% | +16.36% | Add |
| 42 | ULST | Ss Ultra Short Tm Bond ETF | 0% | +93.44% | Add |
| 43 | PANW | Palo Alto Networks Inc | 0% | +27.53% | Add |
| 44 | SSNC | Ss&c Technologies Holdings | 0% | +18.56% | Add |
| 45 | ZHDG | Zega Buy And Hedge ETF | 0% | +28.14% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +8.02% | Add |
| 47 | FTCB | Ft Core Investment Grade ETF | 0% | +20.66% | Add |
| 48 | IAUX | I-80 Gold CORP | 0% | +13.43% | Add |
| 49 | WMT | Walmart Inc | 0% | +11.20% | Add |
| 50 | IDCC | Interdigital Inc | 0% | +26.49% | 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 392 disclosed positions in Q4 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 18.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BPRE
市值: $2.8M
Top Position Liquidated / Trimmed
FISV
前期市值: $1.9M
During Q4 2025, Coppell Advisory Solutions LLC's top holdings by market value included BRNY (8.3%)、RSMV (5.5%)、BUFZ (3.1%). The largest single position, BRNY, represented 8.3% of total portfolio value.
In Q4 2025, Coppell Advisory Solutions LLC made 200 total portfolio adjustments, initiating 27 new buys, adding to 103 positions, trimming 41 holdings, and fully liquidating 29 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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