Copley Financial Group, Inc. has filed its 13F form on November 18, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sector 10, Inc. with a value of $18.6B, Spdr Portfolio Aggregate Bond with a value of $12.7B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.8B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $9.24B, and Pacer Fds Tr Emerging Markets with a value of $8.6B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $135B to 146B.

Copley Financial Group, Inc. is based out at San Diego, CA

Below you can find more details about Copley Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $102 Billion
Industrials: $7.48 Billion
Financial Services: $6.62 Billion
Technology: $6.11 Billion
Healthcare: $3.56 Billion
Consumer Cyclical: $3.08 Billion
Consumer Defensive: $2.85 Billion
Communication Services: $2.81 Billion
Other: $5.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $146 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 18, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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