13F Insight
DOSSIER · 13F-HR · Q2 2026

Cooper Financial Group

$1.2B in tracked AUM across 451 positions as of Q2 2026.

CF
CIK 0001751581 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
451
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cooper Financial Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$79M2.3M6.6%02
QQQ
INVESCO QQQ TR
$58M79K4.8%03
NVDA
NVIDIA CORPORATION
$48M238K4.0%04
AAPL
APPLE INC
$47M163K3.9%05
BOND
PIMCO ETF TR
$40M433K3.3%06
PAVE
GLOBAL X FDS
$34M576K2.8%07
STOX
HORIZON FDS
$27M879K2.3%08
AMZN
AMAZON COM INC
$27M114K2.3%09
AVGO
BROADCOM INC
$24M64K2.0%10
JIVE
J P MORGAN EXCHANGE TRADED F
$23M253K1.9%

Filing history

2026Q2Jun 30
$1.2B▲ 21.9%
451 positionsView →2026Q1Mar 31
$989M▲ 5.3%
425 positionsView →2025Q4Dec 31
$940M▲ 4.0%
380 positionsView →2025Q3Sep 30
$903M▲ 6.3%
385 positionsView →2025Q2Jun 30
$850M▲ 12.0%
374 positionsLocked2025Q1Mar 31
$759M▼ 8.6%
379 positionsLocked2024Q4Dec 31
$830M▲ 7.8%
386 positionsLocked2024Q3Sep 30
$770M▲ 13.3%
382 positionsLocked2024Q2Jun 30
$680M▲ 11.8%
372 positionsLocked2024Q1Mar 31
$608M▲ 10.6%
349 positionsLocked2023Q4Dec 31
$550M▲ 32.2%
342 positionsLocked2023Q3Sep 30
$416M▲ 3.1%
324 positionsLocked
Showing 12 of 31