Copley Financial Group, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sector 10, Inc. with a value of $17.5B, Spdr Portfolio Aggregate Bond with a value of $12.9B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.2B, World Gold Trust with a value of $7.77B, and Pacer Fds Tr Swan Sos Fd Of Fd with a value of $7.38B.
Examining the 13F form we can see an increase of $4.22B in the current position value, from $131B to 135B.
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.