StockDriftsStockDriftsTop 29 Kopp Family Office, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 20.48% | 337.5K | $33.4M | +22.62%(+62.27K) | $99.42(-2.02%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 19.17% | 439.1K | $31.3M | -0.17%(-759) | $39.61(+86.87%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 13.92% | 106.7K | $22.7M | +0.98%(+1.03K) | $180.06(+23.16%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 13.8% | 30.2K | $22.5M | +0.92%(+274) | $666.34(+16.36%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.22% | 224.8K | $13.4M | -0.55%(-1.24K) | $37.94(+59.14%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.62% | 140.1K | $10.8M | +1.20%(+1.65K) | $62.61(+25.47%) | 2026-06-30 | |
| XMTR | XOMETRY INC | 2.11% | 35.6K | $3.4M | -50.83%(-36.82K) | $33.00(+191.71%) | 2026-06-30 | |
| ATEC | ALPHATEC HLDGS INC | 1.74% | 329.0K | $2.8M | +0.09%(+283) | $9.66(+1.34%) | 2026-06-30 | |
| WK | WORKIVA INC | 1.66% | 55.8K | $2.7M | -0.11%(-59) | $88.48(-20.31%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 1.65% | 59.2K | $2.7M | new | $45.63(-3.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.46% | +4.43% | -11.22% | -44.86% |
| Top 20 Holdings Unweighted | +5.64% | +17.88% | -1.55% | -7.52% |
Kopp Family Office, LLC reports $163.17M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are AGG (20.5%), VEA (19.2%) and RSP (13.9%). The top 20 holdings account for 99.32% of reported assets. Its disclosed equity book has returned +4.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kopp Family Office, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1683689). View Kopp Family Office, LLC’s 13F filings on SEC