§ 13F · FUND PROFILE
COOPER/HAIMS ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $214M (13F)Positions · 88Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHE | SCHWAB STRATEGIC TR | 1.06M | $35M | 16.4% | −11% |
| 2 | VGK | VANGUARD INTL EQUITY INDEX F | 283K | $23M | 11.0% | +1% |
| 3 | IVV | ISHARES TR | 28K | $18M | 8.6% | −22% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 324K | $15M | 7.2% | ±0% |
| 5 | REET | ISHARES TR | 589K | $15M | 7.0% | +5% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 422K | $11M | 5.1% | −2% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 198K | $9M | 4.5% | +2% |
| 8 | VTEB | VANGUARD MUN BD FDS | 162K | $8M | 3.8% | −3% |
| 9 | PAYX | PAYCHEX INC | 79K | $7M | 3.4% | ±0% |
| 10 | AAPL | APPLE INC | 23K | $6M | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COOPER/HAIMS SIGNAL
AC read
COOPER/HAIMS ADVISORS, LLC is a Other fund managing $214 million in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed