account_balance
Investment manager · 13F filer · SEC CIK 1683689
Kopp Family Office, LLC
Reported value$161Mas of Sep 30, 2026
Positions33 4 new, 0 sold out
Top 10 weight89.6%AGG alone is 21%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
20.9%Trimmed −100%
VEAVanguard Tax-Managed FDS
19.5%Trimmed −48%
SPYSPDR S&P 500 ETF Trust
14.2%Added +97%
RSPInvesco Exchange Traded Fd T
13.3%Trimmed −3%
VWOVanguard Intl Equity Index F
8.4%Added +98%
IJHiShares Tr
6.2%Trimmed −99%
XMTRXometry, Inc.
2.3%
ATECAlphatec Holdings, Inc.
2.1%
XLU1.5%
VCEL1.3%NTNX1.3%MSFT1.2%AGGiShares Tr
20.9%Trimmed −100%
VEAVanguard Tax-Managed FDS
19.5%Trimmed −48%
SPYSPDR S&P 500 ETF Trust
14.2%Added +97%
RSPInvesco Exchange Traded Fd T
13.3%Trimmed −3%
VWOVanguard Intl Equity Index F
8.4%+98%
IJHiShares Tr
6.2%−99%
XLU
VCELNTNXMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Tr 20.9% Trimmed −100%
VEA Vanguard Tax-Managed FDS 19.5% Trimmed −48%
SPY SPDR S&P 500 ETF Trust 14.2% Added +97%RSP Invesco Exchange Traded Fd T 13.3% Trimmed −3%
VWO Vanguard Intl Equity Index F 8.4% Added +98%
IJH iShares Tr 6.2% Trimmed −99%
XMTR Xometry, Inc. 2.3% HeldATEC Alphatec Holdings, Inc. 2.1% HeldXLU Select Sector SPDR Tr 1.5% Trimmed −80%
VCEL Vericel Corp 1.3% HeldNTNX Nutanix, Inc. 1.3% Trimmed −34%MSFT Microsoft Corp 1.2% Trimmed −27%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.