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Copperwynd Financial, Llc

Portfolio Manager
Copperwynd Financial, Llc
Performance
+6.65% (2025 Q2)
AUM (13F)
$400.84M
# of Holdings
156
Performance Rank
Allocation (Top 20)
64.13%

Copperwynd Financial, Llc Holdings Map

Top 50 Copperwynd Financial, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
8.03%73.5K$32.2Mโ€”โ€”โ€”2025-06-30
IWB
ISHARES TR
7.21%85.1K$28.9Mโ€”โ€”โ€”2025-06-30
MGK
VANGUARD WORLD FD
6.82%74.7K$27.3Mโ€”โ€”โ€”2025-06-30
VTV
VANGUARD INDEX FDS
5.97%135.5K$23.9Mโ€”โ€”โ€”2025-06-30
VEA
VANGUARD TAX-MANAGED FDS
5.44%382.2K$21.8Mโ€”โ€”โ€”2025-06-30
GBCI
GLACIER BANCORP INC NEW
4.38%407.4K$17.5Mโ€”โ€”โ€”2025-06-30
AAPL
APPLE INC
3.17%61.9K$12.7Mโ€”โ€”โ€”2025-06-30
QQQM
INVESCO EXCH TRADED FD TR II
2.84%50.1K$11.4Mโ€”โ€”โ€”2025-06-30
VWO
VANGUARD INTL EQUITY INDEX F
2.58%209.1K$10.3Mโ€”โ€”โ€”2025-06-30
SCZ
ISHARES TR
2.26%124.8K$9.1Mโ€”โ€”โ€”2025-06-30

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