StockDriftsStockDriftsTop 50 Coppell Advisory Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BLOK | AMPLIFY ETF TR | 10.12% | 54 | $122.5M | new | $55.00(+9.95%) | 2026-06-30 | |
| SOFI | SOFI TECHNOLOGIES INC | 4.93% | 620 | $59.7M | new | $13.67(+33.79%) | 2026-06-30 | |
| IGM | ISHARES TR | 3.16% | 27 | $38.2M | new | $138.44(+18.94%) | 2026-06-30 | |
| IXG | ISHARES TR | 2.68% | 117 | $32.4M | new | $70.95(+90.15%) | 2026-06-30 | |
| IGV | ISHARES TR | 2.6% | 1.2K | $31.5M | new | $93.97(+9.24%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.43% | 583.4K | $29.4M | new | $75.93(+20.18%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.26% | 706.2K | $27.4M | new | $73.30(-1.43%) | 2026-06-30 | |
| SRLN | SSGA ACTIVE ETF TR | 2.23% | 1.25M | $27.0M | new | $40.68(-0.25%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 2.19% | 48 | $26.6M | new | $30.30(+208.04%) | 2026-06-30 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 1.72% | 11.1K | $20.9M | new | $48.86(+27.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.02% | +40.58% | — | — | +45.15% |
| Top 20 Holdings Unweighted | +14.73% | +51.02% | — | — | +55.34% |
Coppell Advisory Solutions LLC reports $1.21B in US-listed equity holdings across 553 positions in its most recent 13F filing. Its largest disclosed positions are BLOK (10.1%), SOFI (4.9%) and IGM (3.2%). The top 20 holdings account for 47.2% of reported assets. Its disclosed equity book has returned +40.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Coppell Advisory Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1848433). View Coppell Advisory Solutions LLC’s 13F filings on SEC