Copperwynd Financial, LLC - Portfolio overview

Copperwynd Financial, LLC has 156 reported holdings in this dataset, with the latest filing dated 2025-07-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 8.03%
2. IWB - ISHARES TR, 7.21%
3. MGK - VANGUARD WORLD FD, 6.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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