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 ▲New Holding5410.1%ETFSOFISoFi Technologies$59,683,286$59,683,286 ▲New Holding6204.9%FinanceIGMiShares Expanded Tech Sector ETF$38,205,031$38,205,031 ▲New Holding273.2%ETFIXGiShares Global Financials ETF$32,430,423$32,430,423 ▲New Holding1172.7%ETFIGViShares Expanded Tech-Software Sector ETF$31,513,008$31,513,008 ▲New Holding1,2232.6%ETFSPLGSPDR Portfolio S&P 500 ETF$29,389,576$29,389,576 ▲New Holding583,3942.4%ETFBNDVanguard Total Bond Market ETF$27,402,922$27,402,922 ▲New Holding706,1512.3%ETFSRLNSPDR Blackstone Senior Loan ETF$26,994,256$26,994,256 ▲New Holding1,248,7062.2%ETFHOODRobinhood Markets$26,565,018$26,565,018 ▲New Holding482.2%FinanceSOLSTICE ADVANCED MATLS INC$20,858,147$20,858,147 ▲New Holding11,1021.7%COM SHSBRK.BBerkshire Hathaway$20,492,038$20,492,038 ▲New Holding11,4141.7%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$19,120,333$19,120,333 ▲New Holding3111.6%ETFIVEiShares S&P 500 Value ETF$17,629,454$17,629,454 ▲New Holding171.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$17,315,831$17,315,831 ▲New Holding22,8601.4%ETFANABAnaptysBio$16,575,695$16,575,695 ▲New Holding3,6381.4%HealthcareTIPiShares TIPS Bond ETF$14,529,202$14,529,202 ▲New Holding71.2%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$14,272,832$14,272,832 ▲New Holding873,3691.2%ETFMSMorgan Stanley$13,101,308$13,101,308 ▲New Holding2,2951.1%FinanceINVESTMENT MANAGERS SER TR I$12,450,174$12,450,174 ▲New Holding1001.0%TRADR 2X LG SPCXIQVIQVIA$11,617,383$11,617,383 ▲New Holding1561.0%HealthcareNUSNu Skin Enterprises$11,266,612$11,266,612 ▲New Holding2350.9%Consumer StaplesSPYSPDR S&P 500 ETF Trust$10,955,784$10,955,784 ▲New Holding19,8840.9%ETFCOHRCoherent$10,582,794$10,582,794 ▲New Holding640.9%TechnologyIWBiShares Russell 1000 ETF$10,524,187$10,524,187 ▲New Holding880.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$10,012,824$10,012,824 ▲New Holding2,5400.8%ETFELVElevance Health$9,959,032$9,959,032 ▲New Holding580.8%HealthcareXSHQInvesco S&P SmallCap Quality ETF$9,059,820$9,059,820 ▲New Holding1,4190.7%ETFRISRFolioBeyond Alternative Income and Interest Rate Hedge ETF$8,855,646$8,855,646 ▲New Holding3,3980.7%ETFCGDVCapital Group Dividend Value ETF$8,452,832$8,452,832 ▲New Holding25,6200.7%ETFAPDAir Products and Chemicals$8,012,505$8,012,505 ▲New Holding1170.7%MaterialsVOOVanguard S&P 500 ETF$7,818,715$7,818,715 ▲New Holding21,0510.6%ETFTRGPTarga Resources$7,146,574$7,146,574 ▲New Holding38,0590.6%EnergyCOPXGlobal X Copper Miners ETF$7,062,019$7,062,019 ▲New Holding3660.6%ETFORealty Income$6,807,851$6,807,851 ▲New Holding65,3180.6%Real EstateOCOwens Corning$6,692,209$6,692,209 ▲New Holding30.6%IndustrialsRCSPIMCO Strategic Income Fund$6,671,278$6,671,278 ▲New Holding3380.6%FinanceAMPXAmprius Technologies$6,138,458$6,138,458 ▲New Holding5000.5%IndustrialsCNDTConduent$5,687,275$5,687,275 ▲New Holding20.5%IndustrialsPCRXPacira BioSciences$5,592,970$5,592,970 ▲New Holding160.5%HealthcareSPLVInvesco S&P 500 Low Volatility ETF$5,589,567$5,589,567 ▲New Holding1,7520.5%ETFTXRHTexas Roadhouse$5,459,519$5,459,519 ▲New Holding1960.5%Consumer DiscretionaryOEFiShares S&P 100 ETF$5,450,745$5,450,745 ▲New Holding80.5%ETFRRGBRed Robin Gourmet Burgers$5,255,645$5,255,645 ▲New Holding200.4%Consumer DiscretionaryDIREXION SHARES ETF TRUST$5,179,619$5,179,619 ▲New Holding1000.4%DLY SPCX BULL 2XRVTYRevvity$5,119,139$5,119,139 ▲New Holding20.4%HealthcareGSBDGoldman Sachs BDC$5,074,107$5,074,107 ▲New Holding4460.4%FinanceTPHDTimothy Plan High Dividend Stock ETF$5,014,261$5,014,261 ▲New Holding1,9410.4%ETFWTSWatts Water Technologies$4,961,753$4,961,753 ▲New Holding22,4070.4%IndustrialsAWKAmerican Water Works$4,922,988$4,922,988 ▲New Holding3410.4%UtilitiesNVCRNovoCure$4,858,576$4,858,576 ▲New Holding38,9530.4%HealthcareSJMJ. M. Smucker$4,831,602$4,831,602 ▲New Holding470.4%Consumer StaplesSCHWCharles Schwab$4,649,622$4,649,622 ▲New Holding82,3210.4%FinanceTYLTyler Technologies$4,554,871$4,554,871 ▲New Holding60.4%TechnologyTXNTexas Instruments$4,420,380$4,420,380 ▲New Holding17,7650.4%TechnologyTSLATesla$4,382,347$4,382,347 ▲New Holding16,5850.4%Consumer DiscretionaryPHOInvesco Water Resources ETF$4,351,787$4,351,787 ▲New Holding1040.4%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$4,322,211$4,322,211 ▲New Holding6480.4%ETFEMREmerson Electric$3,975,481$3,975,481 ▲New Holding2020.3%IndustrialsISHARES TR$3,944,691$3,944,691 ▲New Holding13,5930.3%TRUST ISHARE 0-1VVVanguard Large-Cap ETF$3,942,126$3,942,126 ▲New Holding22,6390.3%ETFPPAInvesco Aerospace & Defense ETF$3,899,488$3,899,488 ▲New Holding1,2640.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,873,449$3,873,449 ▲New Holding15,5730.3%ETFPSQHPSQ$3,764,023$3,764,023 ▲New Holding50,0000.3%Communication ServicesAIM ETF PRODUCTS TRUST$3,742,776$3,742,776 ▲New Holding3370.3%ALLIANZIM US EQTLMTLockheed Martin$3,701,028$3,701,028 ▲New Holding5420.3%IndustrialsIONSIonis Pharmaceuticals$3,696,161$3,696,161 ▲New Holding260.3%HealthcareISRGIntuitive Surgical$3,679,158$3,679,158 ▲New Holding580.3%HealthcareABNBAirbnb$3,631,116$3,631,116 ▲New Holding3550.3%Consumer DiscretionaryILMNIllumina$3,573,286$3,573,286 ▲New Holding90.3%HealthcareBBAIBigBear.ai$3,561,622$3,561,622 ▲New Holding3000.3%TechnologyADIAnalog Devices$3,491,349$1,875,345 ▼-34.9%2,3290.3%TechnologyHYBLState Street Blackstone High Income ETF$3,431,386$3,431,386 ▲New Holding227,8940.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,389,859$3,389,859 ▲New Holding32,5540.3%ETFWALMART INC$3,273,869$3,273,869 ▲New Holding38,9040.3%COMAMPAmeriprise Financial$3,253,165$3,253,165 ▲New Holding110.3%FinanceURAGlobal X Uranium ETF$3,136,063$3,136,063 ▲New Holding2,4640.3%ETFVBVanguard Small-Cap ETF$3,064,333$3,064,333 ▲New Holding2,2410.3%ETFIJHiShares Core S&P Mid-Cap ETF$3,053,557$3,053,557 ▲New Holding57,3570.3%ETFNKENIKE$3,021,288$3,021,288 ▲New Holding2800.2%Consumer DiscretionaryWHRWhirlpool$2,918,678$2,918,678 ▲New Holding2520.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2,904,792$2,904,792 ▲New Holding4,5900.2%ETFVANGUARD MALVERN FDS$2,767,422$2,767,422 ▲New Holding69,6250.2%CORE BD ETFACGLArch Capital Group$2,739,289$2,739,289 ▲New Holding32,7730.2%FinanceTMHCTaylor Morrison Home$2,733,046$2,733,046 ▲New Holding61,0190.2%Consumer DiscretionarySOXQInvesco PHLX Semiconductor ETF$2,725,736$2,725,736 ▲New Holding1110.2%ETFVUSBVanguard Ultra-Short Bond ETF$2,719,043$2,719,043 ▲New Holding78,8760.2%ETFSPHBInvesco S&P 500 High Beta ETF$2,672,006$2,672,006 ▲New Holding870.2%ETFNANRSPDR S&P North American Natural Resources ETF$2,582,729$2,582,729 ▲New Holding6580.2%ETFPFIInvesco Dorsey Wright Financial Momentum ETF$2,575,085$2,575,085 ▲New Holding130.2%ETFVUGVanguard Growth ETF$2,553,320$2,553,320 ▲New Holding58,6700.2%ETFYUMYum! Brands$2,519,317$2,519,317 ▲New Holding22,9680.2%Consumer DiscretionaryIPWRIdeal Power$2,497,814$2,497,814 ▲New Holding110.2%TechnologyEWAiShares MSCI Australia ETF$2,481,760$2,481,760 ▲New Holding670.2%ETFCPACopa$2,448,935$2,448,935 ▲New Holding31,1980.2%IndustrialsUGIUGI$2,428,412$2,428,412 ▲New Holding112,7580.2%UtilitiesXARSPDR S&P Aerospace & Defense ETF$2,410,405$2,410,405 ▲New Holding2,0060.2%ETFROKURoku$2,370,645$2,370,645 ▲New Holding34,3640.2%Communication ServicesSWKSSkyworks Solutions$2,332,912$2,332,912 ▲New Holding36,3470.2%TechnologyPRTAProthena$2,329,633$2,329,633 ▲New Holding120.2%HealthcareWFCWells Fargo & Company$2,316,894$2,316,894 ▲New 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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