Coppell Advisory Solutions LLC - Portfolio overview

Coppell Advisory Solutions LLC has 408 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 Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. BRNY - EA SERIES TRUST, 8.82%
  2. RSMV - LISTED FDS TR, 5.16%
  3. BUFZ - FIRST TR EXCHNG TRADED FD VI, 3.52%

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

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