CIK 1751581
Cooper Financial Group
Institutional 13F holdings & portfolio
Holdings
380
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 380
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 2.1M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 72K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 235K | $1M+ | SH |
| AAPL | APPLE INC | 154K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 525K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 62K | $1M+ | SH |
| AMZN | AMAZON COM INC | 116K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 533K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED | 435K | $1M+ | SH |
| AVGO | BROADCOM INC | 62K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 428K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED | 384K | $1M+ | SH |
| GOOGL | ALPHABET INC | 61K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD | 482K | $1M+ | SH |
| TSLA | TESLA INC | 35K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 303K | $1M+ | SH |
| JHML | JOHN HANCOCK EXCHANGE | 137K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 18K | $1M+ | SH |
| GOOG | ALPHABET INC | 29K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 20K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 191K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED | 178K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 80K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 94K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD | 99K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED | 130K | $1M+ | SH |
| DEI | DOUGLAS EMMETT INC | 615K | $1M+ | SH |
| DBEF | DBX ETF TR | 139K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 189K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED | 85K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 116K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 86K | $1M+ | SH |
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| WMT | WALMART INC | 42K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 122K | $1M+ | SH |
| V | VISA INC | 13K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 45K | $1M+ | SH |
| XSVM | INVESCO EXCHANGE TRADED FD | 74K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 32K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 121K | $1M+ | SH |
| NFLX | NETFLIX INC | 38K | $1M+ | SH |
| C | CITIGROUP INC | 30K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 10K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND | 72K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 60K | $1M+ | SH |