Copley Financial Group, Inc. - Portfolio overview

Copley Financial Group, Inc. has 138 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. GLDM - WORLD GOLD TR, 12.52%
2. SPAB - SPDR SERIES TRUST, 9.00%
3. COWZ - PACER FDS TR, 8.81%

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

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