StockDriftsStockDriftsTop 50 Copperwynd Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 8.03% | 73.5K | $32.2M | — | — | — | 2025-06-30 |
| IWB | ISHARES TR | 7.21% | 85.1K | $28.9M | — | — | — | 2025-06-30 |
| MGK | VANGUARD WORLD FD | 6.82% | 74.7K | $27.3M | — | — | — | 2025-06-30 |
| VTV | VANGUARD INDEX FDS | 5.97% | 135.5K | $23.9M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 5.44% | 382.2K | $21.8M | — | — | — | 2025-06-30 |
| GBCI | GLACIER BANCORP INC NEW | 4.38% | 407.4K | $17.5M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 3.17% | 61.9K | $12.7M | — | — | — | 2025-06-30 |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.84% | 50.1K | $11.4M | — | — | — | 2025-06-30 |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.58% | 209.1K | $10.3M | — | — | — | 2025-06-30 |
| SCZ | ISHARES TR | 2.26% | 124.8K | $9.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +58.92% |
Copperwynd Financial, Llc reports $400.84M in US-listed equity holdings across 156 positions in its most recent 13F filing. Its largest disclosed positions are VUG (8.0%), IWB (7.2%) and MGK (6.8%). The top 20 holdings account for 64.13% of reported assets. Its disclosed equity book has returned +49.71% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Copperwynd Financial, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1687832). View Copperwynd Financial, Llc’s 13F filings on SEC