13F Insight
DOSSIER · 13F-HR · Q3 2026

Cooper Financial Group

$1.3B in tracked AUM across 450 positions as of Q3 2026.

CF
CIK 0001751581 · last filed Sep 30, 2026
Total AUM
$1.3B
as of Q3 2026
Holdings
450
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cooper Financial Group filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$79M2.4M6.3%02
QQQ
INVESCO QQQ TR
$60M81K4.8%03
NVDA
NVIDIA CORPORATION
$57M251K4.6%04
AAPL
APPLE INC
$52M156K4.1%05
BOND
PIMCO ETF TR
$40M465K3.2%06
MSFT
MICROSOFT CORP
$33M65K2.6%07
AMZN
AMAZON COM INC
$31M126K2.5%08
PAVE
GLOBAL X FDS
$31M592K2.5%09
STOX
HORIZON FDS
$29M904K2.3%10
JIVE
J P MORGAN EXCHANGE TRADED F
$27M287K2.2%

Filing history

2026Q3Sep 30
$1.3B▲ 4.1%
450 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 32