DOSSIER · 13F-HR · Q1 2026

Coppell Advisory Solutions LLC

$170M in tracked AUM across 41 positions as of Q1 2026.

CA
CIK 0001848433 · last filed Mar 31, 2026
Total AUM
$170M
as of Q1 2026
Holdings
41
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Coppell Advisory Solutions LLC 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
BRNY
EA SERIES TRUST
$84M1.8M49.6%
02
AAPL
APPLE INC
$15M63K9.1%
03
AMZN
AMAZON COM INC
$10M51K6.1%
04
GOOGL
ALPHABET INC
$9M35K5.6%
05
ALSN
ALLISON TRANSMISSION HLDGS I
$5M46K3.0%
06
BRES
EA SERIES TRUST
$5M194K2.7%
07
AZN
ASTRAZENECA PLC
$4M21K2.4%
08
ADSK
AUTODESK INC
$3M14K1.9%
09
RWEM
ADVISORS INNER CIRCLE FD III
$3M107K1.9%
10
RWLC
ADVISORS INNER CIRCLE FD III
$3M94K1.7%

Filing history

2026Q1Mar 31
$170M 83.3%
41 positionsView →
2025Q4Dec 31
$1.0B 51.9%
398 positionsView →
2025Q3Sep 30
$669M 20.6%
238 positionsView →
2025Q2Jun 30
$842M 16.8%
375 positionsLocked
2025Q1Mar 31
$721M 0.8%
338 positionsLocked
2024Q4Dec 31
$716M 5.3%
1,985 positionsLocked
2024Q3Sep 30
$680M 12.1%
1,885 positionsLocked
2024Q2Jun 30
$606M 20.8%
1,798 positionsLocked
2023Q4Dec 31
$502M 72.7%
1,725 positionsLocked
2023Q3Sep 30
$291M 17.8%
1,219 positionsLocked
2023Q2Jun 30
$354M 15.9%
1,443 positionsLocked
2023Q1Mar 31
$305M 3.3%
200 positionsLocked
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