Top 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 | โ | โ | โ | 2025-06-30 |
| IWB | ISHARES TR | 7.21% | 85.1K | $28.9M | โ | โ | โ | 2025-06-30 |
| MGK | VANGUARD WORLD FD | 6.82% | 74.7K | $27.3M | โ | โ | โ | 2025-06-30 |
| VTV | VANGUARD INDEX FDS | 5.97% | 135.5K | $23.9M | โ | โ | โ | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 5.44% | 382.2K | $21.8M | โ | โ | โ | 2025-06-30 |
| GBCI | GLACIER BANCORP INC NEW | 4.38% | 407.4K | $17.5M | โ | โ | โ | 2025-06-30 |
| AAPL | APPLE INC | 3.17% | 61.9K | $12.7M | โ | โ | โ | 2025-06-30 |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.84% | 50.1K | $11.4M | โ | โ | โ | 2025-06-30 |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.58% | 209.1K | $10.3M | โ | โ | โ | 2025-06-30 |
| SCZ | ISHARES TR | 2.26% | 124.8K | $9.1M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.80% | +49.71% |
| Top 20 Holdings Unweighted | +18.35% | +58.92% |
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