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CIK: 0001683689
Total reported value
$163.2M
$163.2M
26 檔
53.3%
At the close of Q3 2025, Kopp Family Office, LLC disclosed equity holdings valued at approximately $163.2M, spread across 26 reported holdings.
In Q3 2025, Kopp Family Office, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.21% | -0.22% | -2.29% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 12.21% | -0.19% | -3.46% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.82% | -0.04% | +5.40% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.83% | +0.19% | +6.47% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.54% | +1.68% | +4.71% | |
| 6 | XMTR | Xometry Inc-a | Stock-Other | 4.79% | +0.07% | -1.93% | |
| 7 | FIVN | Five9 Inc | Stock-Tech | 4.71% | — | — | |
| 8 | NTNX | Nutanix Inc - A | Stock-Tech | 4.45% | +0.22% | -1.21% | |
| 9 | VCEL | Vericel CORP | Stock-Other | 3.54% | -2.23% | — | |
| 10 | ATEC | Alphatec Holdings Inc | Stock-Other | 3.45% | -0.72% | -1.16% | |
| 11 | HWKN | Hawkins Inc | Stock-Other | 3.40% | -1.84% | -0.11% | |
| 12 | WK | Workiva Inc | Stock-Tech | 3.23% | -0.63% | -42.92% | |
| 13 | TEAM | Atlassian Corp-cl A | Stock-Tech | 2.72% | — | -0.72% | |
| 14 | VRDN | Viridian Therapeutics Inc | Stock-Other | 2.72% | -0.74% | EXIT | |
| 15 | NEO | Neogenomics Inc | Stock-Healthcare | 2.33% | — | -43.06% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.13% | — | |
| 17 | MANH | Manhattan Associates Inc | Stock-Tech | 2.26% | -0.10% | — | |
| 18 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 1.96% | — | — | |
| 19 | TCMD | Tactile Systems Technology I | Stock-Other | 1.22% | -0.01% | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | +0.02% | NEW | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.03% | — | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.07% | -0.01% | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.05% | +0.01% | NEW | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.03% | — | — | |
| 25 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.03% | -0.01% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +7.6% | +5.40% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +5.6% | +6.47% | Add |
| 3 | XMTR | Xometry Inc-a | +2.9% | -1.93% | Add |
| 4 | HWKN | Hawkins Inc | +2.3% | -0.11% | Add |
| 5 | ATEC | Alphatec Holdings Inc | +0.9% | -1.16% | Trim |
| 6 | VRDN | Viridian Therapeutics Inc | +0.8% | -4.63% | Trim |
| 7 | MSFT | Microsoft CORP | +0.5% | — | Add |
| 8 | TCMD | Tactile Systems Technology I | +0.4% | — | Add |
| 9 | MANH | Manhattan Associates Inc | +0.2% | — | Trim |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -3.46% | Trim |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.71% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 13 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 14 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 15 | IJR | Ishares Core S&p Small-cap E | — | — | Unchanged |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | — | — | Unchanged |
| 17 | IAGG | Ishares Intl Aggregate Bond | — | — | Unchanged |
| 18 | IMTB | Ishares Core 5-10 Year Usd | — | — | Unchanged |
| 19 | NTNX | Nutanix Inc - A | -0.3% | -1.21% | Trim |
| 20 | VEA | Vanguard Ftse Developed ETF | -0.9% | -2.29% | Trim |
| 21 | TEAM | Atlassian Corp-cl A | -1.2% | -0.72% | Trim |
| 22 | FIVN | Five9 Inc | -1.5% | — | Trim |
| 23 | VCEL | Vericel CORP | -2.1% | — | Trim |
| 24 | INSP | Inspire Medical Systems Inc | -2.6% | — | Trim |
| 25 | WK | Workiva Inc | -2.6% | -42.92% | Trim |
| 26 | NEO | Neogenomics Inc | -3.1% | -43.06% | Trim |
| 27 | IWO | Ishares Russell 2000 Growth | — | EXIT | Sold out |
| 28 | VMEO* | Vimeo Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Kopp Family Office, LLC reported a total U.S. public equity portfolio value of $163.2M across 26 disclosed positions in Q3 2025.
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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 VEA, VWO, RSP) accounted for 53.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
IWO
前期市值: $7.7M
During Q3 2025, Kopp Family Office, LLC's top holdings by market value included VEA (19.2%)、VWO (12.2%)、RSP (9.8%). The largest single position, VEA, represented 19.2% of total portfolio value.
In Q3 2025, Kopp Family Office, LLC made 21 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 12 holdings, and fully liquidating 2 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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