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

COOPER/HAIMS ADVISORS, LLC

$232M in tracked AUM across 116 positions as of Q2 2026.

CA
CIK 0001654033 · last filed Jun 30, 2026
Total AUM
$232M
as of Q2 2026
Holdings
116
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

COOPER/HAIMS ADVISORS, LLC 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
SCHE
SCHWAB STRATEGIC TR
$36M993K15.5%02
VGK
VANGUARD INTL EQUITY INDEX F
$25M286K10.9%03
IVV
ISHARES TR
$21M28K9.0%04
REET
ISHARES TR
$17M600K7.1%05
JCPB
J P MORGAN EXCHANGE TRADED F
$15M322K6.5%06
SCHX
SCHWAB STRATEGIC TR
$12M414K5.2%07
BNDX
VANGUARD CHARLOTTE FDS
$10M200K4.2%08
VTEB
VANGUARD MUN BD FDS
$7M147K3.2%09
AAPL
APPLE INC
$6M22K2.8%10
PAYX
PAYCHEX INC
$6M62K2.6%

Filing history

2026Q2Jun 30
$232M▲ 9.4%
116 positionsView →2026Q1Mar 31
$212M▼ 3.4%
103 positionsView →2025Q4Dec 31
$220M▲ 2.8%
100 positionsView →2025Q3Sep 30
$214M▲ 5.4%
88 positionsView →2025Q2Jun 30
$203M▲ 10.1%
85 positionsLocked2025Q1Mar 31
$184M▲ 4.6%
79 positionsLocked2024Q4Dec 31
$176M▼ 3.0%
78 positionsLocked2024Q3Sep 30
$182M▲ 2.0%
85 positionsLocked2024Q2Jun 30
$178M▲ 3.6%
83 positionsLocked2024Q1Mar 31
$172M▼ 2.5%
82 positionsLocked2023Q4Dec 31
$176M▲ 37.2%
79 positionsLocked2023Q3Sep 30
$129M▼ 1.4%
78 positionsLocked
Showing 12 of 32