account_balance

Investment manager · 13F filer · SEC CIK 1808027

Copper Harbor Investment Advisors, LLC

Reported value$486Mas of Sep 30, 2026
Positions99 8 new, 4 sold out
Top 10 weight50.8%AVUS alone is 7%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
AVUS American Centy ETF Tr 7.0% Added +2%
AVEM American Centy ETF Tr 6.2% Added +7%
AVDE American Centy ETF Tr 5.5% Added +2%
VO Vanguard Index FDS 5.4% Held
VTV Vanguard Index FDS 5.3% Held
CGDV Capital Group Dividend Value 4.8% Added +7%
VOT Vanguard Index FDS 4.4% Added +4%
VUG Vanguard Index FDS 4.0% Added +6%
FBCG Fidelity Covington Trust 4.0% Added +11%
VOO Vanguard Index FDS 4.0% Held
VB Vanguard Index FDS 3.5% Added +7%
SCHX Schwab Strategic Tr 3.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • MUNI $893K
  • FMDE $356K
  • ORCL $276K
  • QQQM $254K
arrow_upwardAdded
  • LDUR +447%
  • FSMB +247%
  • JMST +217%
  • JPST +138%
arrow_downwardTrimmed
  • JMUB −73%
  • AVIG −52%
  • VCIT −19%
  • IVV −10%
remove_circleSold out
  • SCMB $1.63M
  • SCHA $220K
  • TJX $208K
  • CLOI $200K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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