account_balance

Investment manager · 13F filer · SEC CIK 1848433

Coppell Advisory Solutions LLC

Reported value$1.21Bas of Jun 30, 2026
Positions553 529 new, 15 sold out
Top 10 weight34.3%BLOK alone is 10%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BLOK Amplify ETF Tr 10.1% New
SOFI Sofi Technologies Inc 4.9% New
IGM iShares Tr 3.2% New
IXG iShares Tr 2.7% New
IGV iShares Tr 2.6% New
SPYM SPDR Series Trust 2.4% New
BND Vanguard Bd Index FDS 2.3% New
SRLN Ssga Active ETF Tr 2.2% New
HOOD Robinhood MKTS Inc 2.2% NewSOLS Solstice Advanced Matls Inc 1.7% NewBRK-B Berkshire Hathaway Inc 1.7% New
ITOT iShares Tr 1.6% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
  • BLOK $122M
  • SOFI $59.7M
  • IGM $38.2M
  • IXG $32.4M
arrow_upwardAdded

None

arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast