Copperwynd Financial, LLC Portfolio Holdings
Copperwynd Financial, LLC
- $400 Million
- Q2 2025
Copperwynd Financial, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $400 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $32.2M, Ishares Tr Russell 1000 ETF with a value of $28.9M, Vanguard Mega Cap Growth ETF with a value of $27.3M, Vanguard Value ETF with a value of $23.9M, and Vanguard Ftse Developed Market with a value of $21.8M.
Examining the 13F form we can see an increase of $38.4M in the current position value, from $361M to 400M.
Below you can find more details about Copperwynd Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$400 Million
ETFs: $218 Million
Technology: $48.9 Million
Financial Services: $38.2 Million
Consumer Cyclical: $20.6 Million
Communication Services: $19.4 Million
Industrials: $18.9 Million
Healthcare: $14.6 Million
Consumer Defensive: $11.7 Million
Other: $9.32 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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