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Filers›Family Office›Coppell Advisory Solutions LLC
DOSSIER · 13F-HR · Q1 2026

Coppell Advisory Solutions LLC

Coppell Advisory Solutions's family office based in New York, NY — $170M in tracked AUM across 41 positions as of Q1 2026.

CA
Coppell Advisory Solutions·New York, NY·Family Office
CIK 0001848433 · last filed Mar 31, 2026
Total AUM
$170M
▼ 4.0%
vs prior
Holdings
41
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Coppell
haiku-4-5 · 41 positions indexed
Sector mix
  • Tech6%
  • Health Care8%
  • Cons. Disc.51%
  • Communications16%
  • Industrials25%
  • Energy8%
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