§ 13F · FUND PROFILE
Copperwynd Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $400.8T (13F)Positions · 156Turnover · — · Q2Filed · Jul 24, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 24, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 73K | $32.2T | 8.0% | — |
| 2 | IWB | ISHARES TR | 85K | $28.9T | 7.2% | — |
| 3 | MGK | VANGUARD WORLD FD | 75K | $27.3T | 6.8% | — |
| 4 | VTV | VANGUARD INDEX FDS | 135K | $23.9T | 6.0% | — |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 382K | $21.8T | 5.4% | — |
| 6 | GBCI | GLACIER BANCORP INC NEW | 407K | $17.5T | 4.4% | — |
| 7 | AAPL | APPLE INC | 62K | $12.7T | 3.2% | — |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 50K | $11.4T | 2.8% | — |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 209K | $10.3T | 2.6% | — |
| 10 | SCZ | ISHARES TR | 125K | $9.1T | 2.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COPPERWYND SIGNAL
AC read
Copperwynd Financial, LLC is a Other fund managing $400837.5 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed