Cooper Financial Group: 13F holdings
CIK 17515812026Q2
| Positions | 448 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 448 (+23 vs prior quarter) |
|---|
| Reported value | $1.2bn (+21.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHV SCHWAB STRATEGIC TR | 2,276,475 | $79.2m | 6.6% |
| QQQ INVESCO QQQ TR | 79,322 | $58.4m | 4.8% |
| NVDA NVIDIA CORPORATION | 238,236 | $47.7m | 4.0% |
| AAPL APPLE INC | 162,755 | $47.1m | 3.9% |
| BOND PIMCO ETF TR | 433,100 | $39.9m | 3.3% |
| PAVE GLOBAL X FDS | 576,388 | $34.0m | 2.8% |
| HORIZON FDS | 878,898 | $27.3m | 2.3% |
| AMZN AMAZON COM INC | 114,005 | $27.2m | 2.3% |
| AVGO BROADCOM INC | 63,965 | $24.2m | 2.0% |
| JIVE J P MORGAN EXCHANGE TRADED F | 253,083 | $23.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1751581")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples