StockDriftsStockDriftsTop 50 Cooper Haims Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | 15.49% | 992.9K | $36.0M | -5.91%(-62.39K) | $26.88(+36.67%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 10.89% | 285.8K | $25.3M | +0.85%(+2.40K) | $56.82(+62.56%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.01% | 27.9K | $20.9M | -0.06%(-17) | $327.52(+138.16%) | 2026-06-30 | |
| REET | ISHARES TR | 7.14% | 600.3K | $16.6M | +1.88%(+11.09K) | $25.54(+10.20%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.5% | 322.0K | $15.1M | -0.49%(-1.58K) | $46.56(-0.73%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 5.24% | 414.1K | $12.2M | -1.82%(-7.68K) | $11.96(+156.14%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.17% | 200.0K | $9.7M | +1.23%(+2.43K) | $49.48(-3.55%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.2% | 147.2K | $7.4M | -9.05%(-14.65K) | $49.54(+0.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.76% | 22.2K | $6.4M | -3.36%(-773) | $98.27(+211.30%) | 2026-06-30 | |
| PAYX | PAYCHEX INC | 2.61% | 61.6K | $6.1M | -21.60%(-16.98K) | $96.64(+26.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.35% | +38.05% | +5.46% | +30.47% |
| Top 20 Holdings Unweighted | +12.52% | +42.48% | +8.91% | +53.22% |
Cooper Haims Advisors LLC reports $232.41M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are SCHE (15.5%), VGK (10.9%) and IVV (9.0%). The top 20 holdings account for 79.72% of reported assets. Its disclosed equity book has returned +38.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cooper Haims Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1654033). View Cooper Haims Advisors LLC’s 13F filings on SEC