§ 13F · FUND PROFILE
COOPER/HAIMS ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $203.0T (13F)Positions · 85Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHE | SCHWAB STRATEGIC TR | 1.19M | $38.8T | 17.7% | −4% |
| 2 | VGK | VANGUARD INTL EQUITY INDEX F | 281K | $23.5T | 10.7% | +3% |
| 3 | IVV | ISHARES TR | 28K | $19.4T | 8.8% | +7% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 324K | $15.3T | 7.0% | +7% |
| 5 | REET | ISHARES TR | 563K | $14.0T | 6.4% | +5% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 431K | $11.6T | 5.3% | −2% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 194K | $9.4T | 4.3% | +5% |
| 8 | PAYX | PAYCHEX INC | 79K | $8.8T | 4.0% | ±0% |
| 9 | VTEB | VANGUARD MUN BD FDS | 167K | $8.4T | 3.8% | ±0% |
| 10 | AAPL | APPLE INC | 23K | $6.2T | 2.8% | −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 $203016.1 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed