StockDriftsStockDriftsTop 50 Copper Harbor Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 7.1% | 261.8K | $33.5M | new | $118.10(+11.33%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.08% | 297.7K | $28.7M | new | $87.13(+6.17%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.74% | 336.8K | $27.1M | new | $75.40(+10.11%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.51% | 119.5K | $26.1M | new | $205.48(+9.89%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.44% | 288.1K | $25.7M | new | $85.72(+9.58%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.69% | 449.2K | $22.1M | new | $45.37(+13.08%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 4.6% | 71.0K | $21.7M | new | $277.96(+10.00%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.01% | 27.6K | $19.0M | new | $633.87(+12.17%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.74% | 205.1K | $17.7M | new | $78.07(+14.08%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 3.68% | 280.2K | $17.4M | new | $54.97(+13.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Copper Harbor Investment Advisors, LLC reports $472.41M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (7.1%), AVEM (6.1%) and VO (5.7%). The top 20 holdings account for 73.72% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Copper Harbor Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808027). View Copper Harbor Investment Advisors, LLC’s 13F filings on SEC