DOSSIER · 13F-HR · Q1 2026

Copley Financial Group, Inc.

$166M in tracked AUM across 134 positions as of Q1 2026.

CF
CIK 0002045258 · last filed Mar 31, 2026
Total AUM
$166M
as of Q1 2026
Holdings
134
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Copley Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLDM
WORLD GOLD TR
$15M165K9.2%
02
SECT
NORTHERN LTS FD TR IV
$15M244K8.9%
03
COWZ
PACER FDS TR
$13M215K8.1%
04
ECOW
PACER FDS TR
$12M445K7.2%
05
PSFF
PACER FDS TR
$11M354K6.9%
06
SPAB
SPDR SERIES TRUST
$11M429K6.6%
07
MOAT
VANECK ETF TRUST
$7M74K4.3%
08
PAVE
GLOBAL X FDS
$7M132K4.1%
09
GDXJ
VANECK ETF TRUST
$6M47K3.4%
10
EINC
VANECK ETF TRUST
$5M45K3.2%

Filing history

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