Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $944 Billion
  • Q3 2025

Coppell Advisory Solutions LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $944 Billion distributed in 398 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Burney Us Factor Rot with a value of $73.6B, Listed Fds Tr with a value of $49.3B, First Tr Exchng Traded Fd Vi with a value of $33.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $29.3B, and First Tr Enhanced Traded Fd Iv with a value of $24.2B.

Examining the 13F form we can see an increase of $101B in the current position value, from $842B to 944B.

Coppell Advisory Solutions LLC is based out at Coppell, TX

Below you can find more details about Coppell Advisory Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $944 Billion
ETFs: $419 Billion
Technology: $93.5 Billion
Financial Services: $47.8 Billion
Consumer Cyclical: $35.3 Billion
Communication Services: $29.9 Billion
Healthcare: $27.4 Billion
Industrials: $21.1 Billion
Consumer Defensive: $17.6 Billion
Other: $34.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$3.52 Billion 0.37% of portfolio
3,839
Q3 2025 Added 10.13%
J P Morgan Exchange Traded F
-
$3.54 Billion 0.37% of portfolio
-
Q3 2025 Added 9.44%
$61.4B
$3.51 Billion 0.37% of portfolio
17,204
Q3 2025 Added 20.24%
$8.09B
$3.36 Billion 0.36% of portfolio
40,101
Q3 2025 Added 26.84%
$0
$3.31 Billion 0.35% of portfolio
44,270
Q3 2025 Added 7.83%
$43.2B
$3.29 Billion 0.35% of portfolio
3,706
Q3 2025 New
$0
$3.23 Billion 0.34% of portfolio
63,377
Q3 2025 Added 0.21%
-
$3.13 Billion 0.33% of portfolio
-
Q3 2025 Added 15.8%
-
$3.09 Billion 0.33% of portfolio
-
Q3 2025 Added 19.57%
$3.61B
$3.03 Billion 0.32% of portfolio
24,727
Q3 2025 Added 11.02%
$6.67B
$3 Billion 0.32% of portfolio
24,209
Q3 2025 Added 26.72%
$0
$3.05 Billion 0.32% of portfolio
46,750
Q3 2025 Added 8.45%
$0
$2.99 Billion 0.32% of portfolio
31,016
Q3 2025 Added 24.29%
First Tr Exchng Traded Fd Vi
-
$2.96 Billion 0.31% of portfolio
-
Q3 2025 Added 0.51%
$21.3B
$2.93 Billion 0.31% of portfolio
33,284
Q3 2025 Added 21.74%
$29.6B
$2.9 Billion 0.31% of portfolio
8,503
Q3 2025 Added 19.73%
$593B
$2.7 Billion 0.29% of portfolio
9,557
Q3 2025 Reduced 32.87%
$0
$2.51 Billion 0.27% of portfolio
25,628
Q3 2025 Reduced 6.11%
$204B
$2.51 Billion 0.27% of portfolio
17,877
Q3 2025 Added 81.23%
$0
$2.58 Billion 0.27% of portfolio
39,272
Q3 2025 Added 13.21%
$317B
$2.41 Billion 0.26% of portfolio
28,516
Q3 2025 Reduced 5.16%
$6.47B
$2.44 Billion 0.26% of portfolio
36,708
Q3 2025 Added 16.32%
$0
$2.46 Billion 0.26% of portfolio
20,756
Q3 2025 Added 11.08%
$0
$2.48 Billion 0.26% of portfolio
20,552
Q3 2025 Added 8.59%
$0
$2.33 Billion 0.25% of portfolio
4,865
Q3 2025 Added 9.42%
$22.6B
$2.35 Billion 0.25% of portfolio
19,109
Q3 2025 Added 13.04%
$346B
$2.34 Billion 0.25% of portfolio
15,210
Q3 2025 Added 1.69%
$10.1B
$2.38 Billion 0.25% of portfolio
6,821
Q3 2025 Added 29.21%
Vanguard Malvern Fds
-
$2.39 Billion 0.25% of portfolio
-
Q3 2025 Added 26.52%
$0
$2.37 Billion 0.25% of portfolio
28,807
Q3 2025 Added 13.85%
$303B
$2.39 Billion 0.25% of portfolio
15,324
Q3 2025 Added 88.19%
$0
$2.28 Billion 0.24% of portfolio
116,089
Q3 2025 Added 25.39%
$0
$2.29 Billion 0.24% of portfolio
25,010
Q3 2025 Reduced 33.76%
$156B
$2.26 Billion 0.24% of portfolio
20,043
Q3 2025 Reduced 0.5%
$0
$2.3 Billion 0.24% of portfolio
35,016
Q3 2025 Added 20.46%
First Tr Exchange Traded Fd
-
$2.24 Billion 0.24% of portfolio
-
Q3 2025 Reduced 14.3%
$7.29B
$2.27 Billion 0.24% of portfolio
68,485
Q3 2025 Added 21.4%
$1.37T
$2.29 Billion 0.24% of portfolio
3,333
Q3 2025 Added 21.29%
$0
$2.29 Billion 0.24% of portfolio
53,171
Q3 2025 Added 7.87%
$1.74T
$2.17 Billion 0.23% of portfolio
8,901
Q3 2025 Added 1.49%
$0
$2.13 Billion 0.23% of portfolio
81,955
Q3 2025 Added 14.33%
$0
$2.13 Billion 0.23% of portfolio
38,562
Q3 2025 Added 27.26%
$522B
$2.16 Billion 0.23% of portfolio
11,907
Q3 2025 Reduced 6.8%
$181B
$2.2 Billion 0.23% of portfolio
22,069
Q3 2025 New
$10.3B
$2.12 Billion 0.23% of portfolio
51,105
Q3 2025 Added 15.64%
$42.4B
$2.11 Billion 0.22% of portfolio
13,686
Q3 2025 Added 0.23%
$55.4B
$2.04 Billion 0.22% of portfolio
6,881
Q3 2025 Reduced 13.66%
$35.1B
$2.05 Billion 0.22% of portfolio
33,775
Q3 2025 Reduced 0.42%
$0
$2.12 Billion 0.22% of portfolio
21,023
Q3 2025 Reduced 36.02%

Summary

  • Portfolio
  • No. of Stocks 398
  • Current Value $944 Billion
  • Prior Value $842 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 199 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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