DOSSIER · 13F-HR · Q2 2026

Copper Harbor Investment Advisors, LLC

$472M in tracked AUM across 95 positions as of Q2 2026.

CH
CIK 0001808027 · last filed Jun 30, 2026
Total AUM
$472M
as of Q2 2026
Holdings
95
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Copper Harbor Investment 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
AVUS
AMERICAN CENTY ETF TR
$34M262K7.1%
02
AVEM
AMERICAN CENTY ETF TR
$29M298K6.1%
03
VO
VANGUARD INDEX FDS
$27M337K5.7%
04
VTV
VANGUARD INDEX FDS
$26M120K5.5%
05
AVDE
AMERICAN CENTY ETF TR
$26M288K5.4%
06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$22M449K4.7%
07
VOT
VANGUARD INDEX FDS
$22M71K4.6%
08
VOO
VANGUARD INDEX FDS
$19M28K4.0%
09
VUG
VANGUARD INDEX FDS
$18M205K3.7%
10
FBCG
FIDELITY COVINGTON TRUST
$17M280K3.7%

Filing history

2026Q2Jun 30
$472M
95 positionsView →