Coppell Advisory Solutions LLC Top Holdings and 13F Report (2026) About Coppell Advisory Solutions LLCInvestment ActivityCoppell Advisory Solutions LLC has $1.21 billion in total holdings as of June 30, 2026.Coppell Advisory Solutions LLC owns shares of 553 different stocks, but just 109 companies or ETFs make up 80% of its holdings.Approximately 99.07% of the portfolio was purchased this quarter.About 3.91% of the portfolio was sold this quarter.This quarter, Coppell Advisory Solutions LLC has purchased 39 new stocks and bought additional shares in 8 stocks.Coppell Advisory Solutions LLC sold shares of 16 stocks and completely divested from 15 stocks this quarter.Largest Holdings Amplify Transformational Data Sharing ETF $122,466,980SoFi Technologies $59,683,286iShares Expanded Tech Sector ETF $38,205,031iShares Global Financials ETF $32,430,423iShares Expanded Tech-Software Sector ETF $31,513,008 Largest New Holdings this Quarter 032108607 - Amplify Transformational Data Sharing ETF $122,466,980 Holding83406F102 - SoFi Technologies $59,683,286 Holding464287549 - iShares Expanded Tech Sector ETF $38,205,031 Holding464287333 - iShares Global Financials ETF $32,430,423 Holding464287515 - iShares Expanded Tech-Software Sector ETF $31,513,008 Holding Largest Purchases this Quarter Amplify Transformational Data Sharing ETF 54 shares (about $122.47M)SoFi Technologies 620 shares (about $59.68M)iShares Expanded Tech Sector ETF 27 shares (about $38.21M)iShares Global Financials ETF 117 shares (about $32.43M)iShares Expanded Tech-Software Sector ETF 1,223 shares (about $31.51M) Largest Sales this Quarter AT&T 14,139 shares (about $16.99M)Amphenol 2,864 shares (about $2.60M)Analog Devices 1,251 shares (about $1.88M)AbbVie 2,935 shares (about $1.85M)BWX Technologies 2,266 shares (about $1.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCoppell Advisory Solutions LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLOKAmplify Transformational Data Sharing ETF$122,466,980$122,466,980 â–²New Holding5410.1%ETFSOFISoFi Technologies$59,683,286$59,683,286 â–²New Holding6204.9%FinanceIGMiShares Expanded Tech Sector ETF$38,205,031$38,205,031 â–²New Holding273.2%ETFIXGiShares Global Financials ETF$32,430,423$32,430,423 â–²New Holding1172.7%ETFIGViShares Expanded Tech-Software Sector ETF$31,513,008$31,513,008 â–²New Holding1,2232.6%ETFSPLGSPDR Portfolio S&P 500 ETF$29,389,576$29,389,576 â–²New Holding583,3942.4%ETFBNDVanguard Total Bond Market ETF$27,402,922$27,402,922 â–²New Holding706,1512.3%ETFSRLNSPDR Blackstone Senior Loan ETF$26,994,256$26,994,256 â–²New Holding1,248,7062.2%ETFHOODRobinhood Markets$26,565,018$26,565,018 â–²New Holding482.2%FinanceSOLSTICE ADVANCED MATLS INC$20,858,147$20,858,147 â–²New Holding11,1021.7%COM SHSBRK.BBerkshire Hathaway$20,492,038$20,492,038 â–²New Holding11,4141.7%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$19,120,333$19,120,333 â–²New Holding3111.6%ETFIVEiShares S&P 500 Value ETF$17,629,454$17,629,454 â–²New Holding171.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$17,315,831$17,315,831 â–²New Holding22,8601.4%ETFANABAnaptysBio$16,575,695$16,575,695 â–²New Holding3,6381.4%HealthcareTIPiShares TIPS Bond ETF$14,529,202$14,529,202 â–²New Holding71.2%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$14,272,832$14,272,832 â–²New Holding873,3691.2%ETFMSMorgan Stanley$13,101,308$13,101,308 â–²New Holding2,2951.1%FinanceINVESTMENT MANAGERS SER TR I$12,450,174$12,450,174 â–²New Holding1001.0%TRADR 2X LG SPCXIQVIQVIA$11,617,383$11,617,383 â–²New Holding1561.0%HealthcareNUSNu Skin Enterprises$11,266,612$11,266,612 â–²New Holding2350.9%Consumer StaplesSPYSPDR S&P 500 ETF Trust$10,955,784$10,955,784 â–²New Holding19,8840.9%ETFCOHRCoherent$10,582,794$10,582,794 â–²New Holding640.9%TechnologyIWBiShares Russell 1000 ETF$10,524,187$10,524,187 â–²New Holding880.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$10,012,824$10,012,824 â–²New Holding2,5400.8%ETFELVElevance Health$9,959,032$9,959,032 â–²New Holding580.8%HealthcareXSHQInvesco S&P SmallCap Quality ETF$9,059,820$9,059,820 â–²New Holding1,4190.7%ETFRISRFolioBeyond Alternative Income and Interest Rate Hedge ETF$8,855,646$8,855,646 â–²New Holding3,3980.7%ETFCGDVCapital Group Dividend Value ETF$8,452,832$8,452,832 â–²New Holding25,6200.7%ETFAPDAir Products and Chemicals$8,012,505$8,012,505 â–²New Holding1170.7%MaterialsVOOVanguard S&P 500 ETF$7,818,715$7,818,715 â–²New Holding21,0510.6%ETFTRGPTarga Resources$7,146,574$7,146,574 â–²New Holding38,0590.6%EnergyCOPXGlobal X Copper Miners ETF$7,062,019$7,062,019 â–²New Holding3660.6%ETFORealty Income$6,807,851$6,807,851 â–²New Holding65,3180.6%Real EstateOCOwens Corning$6,692,209$6,692,209 â–²New Holding30.6%IndustrialsRCSPIMCO Strategic Income Fund$6,671,278$6,671,278 â–²New Holding3380.6%FinanceAMPXAmprius Technologies$6,138,458$6,138,458 â–²New Holding5000.5%IndustrialsCNDTConduent$5,687,275$5,687,275 â–²New Holding20.5%IndustrialsPCRXPacira BioSciences$5,592,970$5,592,970 â–²New Holding160.5%HealthcareSPLVInvesco S&P 500 Low Volatility ETF$5,589,567$5,589,567 â–²New Holding1,7520.5%ETFTXRHTexas Roadhouse$5,459,519$5,459,519 â–²New Holding1960.5%Consumer DiscretionaryOEFiShares S&P 100 ETF$5,450,745$5,450,745 â–²New Holding80.5%ETFRRGBRed Robin Gourmet Burgers$5,255,645$5,255,645 â–²New Holding200.4%Consumer DiscretionaryDIREXION SHARES ETF TRUST$5,179,619$5,179,619 â–²New Holding1000.4%DLY SPCX BULL 2XRVTYRevvity$5,119,139$5,119,139 â–²New Holding20.4%HealthcareGSBDGoldman Sachs BDC$5,074,107$5,074,107 â–²New Holding4460.4%FinanceTPHDTimothy Plan High Dividend Stock ETF$5,014,261$5,014,261 â–²New Holding1,9410.4%ETFWTSWatts Water Technologies$4,961,753$4,961,753 â–²New Holding22,4070.4%IndustrialsAWKAmerican Water Works$4,922,988$4,922,988 â–²New Holding3410.4%UtilitiesNVCRNovoCure$4,858,576$4,858,576 â–²New Holding38,9530.4%HealthcareSJMJ. M. Smucker$4,831,602$4,831,602 â–²New Holding470.4%Consumer StaplesSCHWCharles Schwab$4,649,622$4,649,622 â–²New Holding82,3210.4%FinanceTYLTyler Technologies$4,554,871$4,554,871 â–²New Holding60.4%TechnologyTXNTexas Instruments$4,420,380$4,420,380 â–²New Holding17,7650.4%TechnologyTSLATesla$4,382,347$4,382,347 â–²New Holding16,5850.4%Consumer DiscretionaryPHOInvesco Water Resources ETF$4,351,787$4,351,787 â–²New Holding1040.4%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$4,322,211$4,322,211 â–²New Holding6480.4%ETFEMREmerson Electric$3,975,481$3,975,481 â–²New Holding2020.3%IndustrialsSHViShares Short Treasury Bond ETF$3,944,691$3,944,691 â–²New Holding13,5930.3%ETFVVVanguard Large-Cap ETF$3,942,126$3,942,126 â–²New Holding22,6390.3%ETFPPAInvesco Aerospace & Defense ETF$3,899,488$3,899,488 â–²New Holding1,2640.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,873,449$3,873,449 â–²New Holding15,5730.3%ETFPSQHPSQ$3,764,023$3,764,023 â–²New Holding50,0000.3%Communication ServicesDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$3,742,776$3,742,776 â–²New Holding3370.3%ETFLMTLockheed Martin$3,701,028$3,701,028 â–²New Holding5420.3%IndustrialsIONSIonis Pharmaceuticals$3,696,161$3,696,161 â–²New Holding260.3%HealthcareISRGIntuitive Surgical$3,679,158$3,679,158 â–²New Holding580.3%HealthcareABNBAirbnb$3,631,116$3,631,116 â–²New Holding3550.3%Consumer DiscretionaryILMNIllumina$3,573,286$3,573,286 â–²New Holding90.3%HealthcareBBAIBigBear.ai$3,561,622$3,561,622 â–²New Holding3000.3%TechnologyADIAnalog Devices$3,491,349$1,875,345 â–¼-34.9%2,3290.3%TechnologyHYBLState Street Blackstone High Income ETF$3,431,386$3,431,386 â–²New Holding227,8940.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,389,859$3,389,859 â–²New Holding32,5540.3%ETFWALMART INC$3,273,869$3,273,869 â–²New Holding38,9040.3%COMAMPAmeriprise Financial$3,253,165$3,253,165 â–²New Holding110.3%FinanceURAGlobal X Uranium ETF$3,136,063$3,136,063 â–²New Holding2,4640.3%ETFVBVanguard Small-Cap ETF$3,064,333$3,064,333 â–²New Holding2,2410.3%ETFIJHiShares Core S&P Mid-Cap ETF$3,053,557$3,053,557 â–²New Holding57,3570.3%ETFNKENIKE$3,021,288$3,021,288 â–²New Holding2800.2%Consumer DiscretionaryWHRWhirlpool$2,918,678$2,918,678 â–²New Holding2520.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2,904,792$2,904,792 â–²New Holding4,5900.2%ETFVANGUARD MALVERN FDS$2,767,422$2,767,422 â–²New Holding69,6250.2%CORE BD ETFACGLArch Capital Group$2,739,289$2,739,289 â–²New Holding32,7730.2%FinanceTMHCTaylor Morrison Home$2,733,046$2,733,046 â–²New Holding61,0190.2%Consumer DiscretionarySOXQInvesco PHLX Semiconductor ETF$2,725,736$2,725,736 â–²New Holding1110.2%ETFVUSBVanguard Ultra-Short Bond ETF$2,719,043$2,719,043 â–²New Holding78,8760.2%ETFSPHBInvesco S&P 500 High Beta ETF$2,672,006$2,672,006 â–²New Holding870.2%ETFNANRSPDR S&P North American Natural Resources ETF$2,582,729$2,582,729 â–²New Holding6580.2%ETFPFIInvesco Dorsey Wright Financial Momentum ETF$2,575,085$2,575,085 â–²New Holding130.2%ETFVUGVanguard Growth ETF$2,553,320$2,553,320 â–²New Holding58,6700.2%ETFYUMYum! Brands$2,519,317$2,519,317 â–²New Holding22,9680.2%Consumer DiscretionaryIPWRIdeal Power$2,497,814$2,497,814 â–²New Holding110.2%TechnologyEWAiShares MSCI Australia ETF$2,481,760$2,481,760 â–²New Holding670.2%ETFCPACopa$2,448,935$2,448,935 â–²New Holding31,1980.2%IndustrialsUGIUGI$2,428,412$2,428,412 â–²New Holding112,7580.2%UtilitiesXARSPDR S&P Aerospace & Defense ETF$2,410,405$2,410,405 â–²New Holding2,0060.2%ETFROKURoku$2,370,645$2,370,645 â–²New Holding34,3640.2%Communication ServicesSWKSSkyworks Solutions$2,332,912$2,332,912 â–²New Holding36,3470.2%TechnologyPRTAProthena$2,329,633$2,329,633 â–²New Holding120.2%HealthcareWFCWells Fargo & Company$2,316,894$2,316,894 â–²New Holding44,8590.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. 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