account_balance
Investment manager · 13F filer · SEC CIK 1751581
Cooper Financial Group
Reported value$1.25Bas of Sep 30, 2026
Positions447 33 new, 34 sold out
Top 10 weight35.1%SCHV alone is 6%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHVSchwab Strategic Tr
6.3%Added +4%
QQQInvesco QQQ Tr
4.8%Added +3%
NVDANVIDIA Corp
4.6%Added +5%
AAPLApple Inc.
4.1%Trimmed −4%
BONDPimco ETF Tr
3.2%Added +7%
MSFTMicrosoft Corp
2.6%Added +9%
AMZNAmazon.com Inc
2.5%Added +10%
PAVEGlobal X FDS
2.5%Added +3%
STOXHorizon FDS
2.3%Added +3%
JIVEJ P Morgan Exchange Traded F
2.2%Added +14%
CGXUCapital Group Intl Focus Eqt
2.0%Added +13%
AVGOBroadcom Inc.
1.9%Added +4%
SCHVSchwab Strategic Tr
6.3%Added +4%
QQQInvesco QQQ Tr
4.8%Added +3%
NVDANVIDIA Corp
4.6%
AAPLApple Inc.
4.1%
BONDPimco ETF Tr
3.2%+7%
MSFTMicrosoft Corp
2.6%
AMZNAmazon.com Inc
2.5%
PAVEGlobal X FDS
2.5%
STOX2.3%
JIVE2.2%
CGXU2.0%
AVGOBoxes 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
SCHV Schwab Strategic Tr 6.3% Added +4%
QQQ Invesco QQQ Tr 4.8% Added +3%
NVDA NVIDIA Corp 4.6% Added +5%AAPL Apple Inc. 4.1% Trimmed −4%BOND Pimco ETF Tr 3.2% Added +7%
MSFT Microsoft Corp 2.6% Added +9%AMZN Amazon.com Inc 2.5% Added +10%PAVE Global X FDS 2.5% Added +3%
STOX Horizon FDS 2.3% Added +3%
JIVE J P Morgan Exchange Traded F 2.2% Added +14%
CGXU Capital Group Intl Focus Eqt 2.0% Added +13%
AVGO Broadcom Inc. 1.9% Added +4%What changed
Biggest moves since Jun 30, 2026
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