Coppell Advisory Solutions LLC
CIK 1848433 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- BLOK9.86%
- SOFI4.81%
- IGM3.08%
- IXG2.61%
- IGV2.54%
- SPYM2.37%
- BND2.21%
- SRLN2.17%
- HOOD2.14%
- BUFD1.78%
Share classes counted separately33.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight changeWeight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BLOKAMPLIFY BLOCKCHAIN TECH ETFBLOCK TECHN ETF View history and evidence | $122.47M | 9.86% | 54 shares | Prior unavailable +54 | New | ↗▾ |
| 02 | SOFISOFI TECHNOLOGIES INC View history and evidence | $59.68M | 4.81% | 620 shares | Prior unavailable +620 | New | ↗▾ |
| 03 | IGMISHARES EXPANDED TECH SECTOREXPND TEC SC ETF View history and evidence | $38.21M | 3.08% | 27 shares | Prior unavailable +27 | New | ↗▾ |
| 04 | IXGISHARES GLOBAL FINANCIALS ETGLOBAL FINLS ETF View history and evidence | $32.43M | 2.61% | 117 shares | Prior unavailable +117 | New | ↗▾ |
| 05 | IGVISHARES EXPANDED TECH-SOFTWAEXPANDED TECH View history and evidence | $31.51M | 2.54% | 1.22K shares | Prior unavailable +1.22K | New | ↗▾ |
| 06 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $29.39M | 2.37% | 583.39K shares | Prior unavailable +583.39K | New | ↗▾ |
| 07 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $27.40M | 2.21% | 706.15K shares | Prior unavailable +706.15K | New | ↗▾ |
| 08 | SRLNSS BLACKSTONE SR LOAN ETFST STR BL LN ETF View history and evidence | $26.99M | 2.17% | 1.25M shares | Prior unavailable +1.25M | New | ↗▾ |
| 09 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $26.57M | 2.14% | 48 shares | Prior unavailable +48 | New | ↗▾ |
| 10 | BUFDFT VST LAD DEEP BUF ETF-USDIFT VEST DEEP ETF View history and evidence | $22.07M | 1.78% | 586.84K shares | Prior unavailable +586.84K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -21,183 | -$4.11M | SEC filing ↗ | SEC filing ↗ |
| ADSK AUTODESK INC | Non-derivative | -14,008 | -$3.30M | SEC filing ↗ | SEC filing ↗ |
| ALLY ALLY FINANCIAL INC | Non-derivative | -3,069 | -$2.72M | SEC filing ↗ | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1848433 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1210445734
}Research all 553 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.