Coppell Advisory Solutions
Coppell Advisory Solutions reported 553 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BLOK (10.1%), SOFI (4.9%) and IGM (3.2%). Compared with Q1 2026, the fund opened new positions in BLOK, SOFI and IGM, trimmed ADI and sold out of AZN, ADSK and ALLY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() BLOK Amplify ETF TR | $122M | 10.1% | 54 | New position | 1 of 8 | |
| 2 | ![]() SOFI Sofi Technologies Inc | $59.7M | 4.9% | 620 | New position | 3 of 8 | |
| 3 | ![]() IGM Ishares TR | $38.2M | 3.2% | 27 | New position | 1 of 8 | |
| 4 | ![]() IXG Ishares Global Financials ETF | $32.4M | 2.7% | 117 | New position | 3 of 8 | |
| 5 | ![]() IGV Ishares Expanded Tech | $31.5M | 2.6% | 1,223 | New position | 4 of 8 | |
| 6 | ![]() SPYM Spdr Series Trust | $29.4M | 2.4% | 583K | New position | 7 of 8 | |
| 7 | ![]() BND Vanguard BD Index Fds | $27.4M | 2.3% | 706K | New position | 7 of 8 | |
| 8 | ![]() SRLN Ssga Active ETF TR | $27M | 2.2% | 1.2M | New position | 7 of 8 | |
| 9 | ![]() HOOD Robinhood Mkts Inc | $26.6M | 2.2% | 48 | New position | 2 of 8 | |
| 10 | ![]() SOLS Solstice Advanced Matls Inc | $20.9M | 1.7% | 11K | New position | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() AZN Astrazeneca PLC | $4.1M | 21K |
![]() ADSK Autodesk Inc | $3.3M | 14K |
![]() ALLY Ally Finl Inc | $2.7M | 3,069 |
![]() GOOG Alphabet Inc | $2.7M | 9,785 |
![]() EFOR Asgn Inc | $2.1M | 56K |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Coppell Advisory Solutions 13F FAQ
What does Coppell Advisory Solutions own?
Coppell Advisory Solutions reported 553 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BLOK (10.1%), SOFI (4.9%) and IGM (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Coppell Advisory Solutions buy and sell in Q2 2026?
Compared with Q1 2026: 529 new positions, 8 added to, 16 trimmed and 15 sold out. New positions include BLOK, SOFI and IGM. It sold all of AZN, ADSK and ALLY.
When will Coppell Advisory Solutions file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Coppell Advisory Solutions's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














