DOSSIER · 13F-HR · Q2 2026

Copley Financial Group, Inc.

$165M in tracked AUM across 141 positions as of Q2 2026.

CF
CIK 0002045258 · last filed Jun 30, 2026
Total AUM
$165M
as of Q2 2026
Holdings
141
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Copley Financial Group, Inc. 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
SECT
NORTHERN LTS FD TR IV
$28M385K16.8%
02
COWZ
PACER FDS TR
$14M221K8.3%
03
PSFF
PACER FDS TR
$12M358K7.4%
04
ECOW
PACER FDS TR
$12M458K7.3%
05
PAVE
GLOBAL X FDS
$8M135K4.8%
06
MOAT
VANECK ETF TRUST
$8M75K4.7%
07
GLDM
WORLD GOLD TR
$7M89K4.3%
08
EINC
VANECK ETF TRUST
$6M51K3.7%
09
GDXJ
VANECK ETF TRUST
$5M55K3.3%
10
SPAB
SPDR SERIES TRUST
$5M177K2.7%

Filing history

2026Q2Jun 30
$165M 0.2%
141 positionsView →
2026Q1Mar 31
$166M 2.6%
134 positionsView →
2025Q4Dec 31
$162M 10.6%
130 positionsView →
2025Q3Sep 30
$146M 8.4%
114 positionsView →
2025Q2Jun 30
$135M 3.2%
111 positionsLocked
2025Q1Mar 31
$131M 0.0%
129 positionsLocked
2024Q4Dec 31
$131M 18.6%
127 positionsLocked
2024Q3Sep 30
$110M
365 positionsLocked