13FBOX
Copperwynd Financial, LLC · 13F Holdings
Options Calculator Rankings

Copperwynd Financial, LLC

No.4852 Data as of 2025Q3
Latest AUM (Q3 2025)
$403.6M
QoQ Change Q2 2025
+$2.8M+0.7%
Holdings
156
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
156
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVUG
7.98%8.03%$32.2M73,454$32.2M73,45400.00%Unchanged
IISHARES RUSSELLIWB
7.16%7.21%$28.9M85,117$28.9M85,11700.00%Unchanged
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
6.77%6.82%$27.3M74,678$27.3M74,67800.00%Unchanged
VVANGUARD INDEX FDSVTV
5.93%5.97%$23.9M135,480$23.9M135,48000.00%Unchanged
VVANGUARD FTSEVEA
5.4%5.44%$21.8M382,216$21.8M382,21600.00%Unchanged
GGLACIER BANCORP INC NEWGBCI
4.35%4.38%$17.5M407,359$17.5M407,35900.00%Unchanged
APPLE INCAAPL
3.15%3.17%$12.7M61,907$12.7M61,90700.00%Unchanged
IINVESCO NASDAQ 100 ETFQQQM
2.82%2.84%$11.4M50,120$11.4M50,12000.00%Unchanged
VVANGUARD FSTEVWO
2.56%2.58%$10.3M209,056$10.3M209,05600.00%Unchanged
IISHARES MSCI EAFE SMALL-CAP ETFSCZ
2.25%2.26%$9.1M124,832$9.1M124,83200.00%Unchanged
IISHARES TRAGG
1.95%1.96%$7.9M79,180$7.9M79,18000.00%Unchanged
VVANGUARD INDEX FDSVOO
1.67%1.68%$6.7M11,880$6.7M11,88000.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
1.67%1.68%$6.7M10,897$6.7M10,89700.00%Unchanged
SSCHWAB USSCHA
1.64%1.65%$6.6M261,078$6.6M261,07800.00%Unchanged
TESLA INCTSLA
1.6%1.62%$6.5M20,390$6.5M20,39000.00%Unchanged
META PLATFORMS INCMETA
1.54%1.55%$6.2M8,433$6.2M8,43300.00%Unchanged
AAPPLOVIN CORPAPP
1.5%0.74%$6.1M8,434$3.0M8,43400.00%Unchanged
BROADCOM INCAVGO
1.47%1.48%$5.9M21,558$5.9M21,55800.00%Unchanged
MICROSOFT CORPMSFT
1.35%1.35%$5.4M10,917$5.4M10,91700.00%Unchanged
NETFLIX INCNFLX
1.28%1.29%$5.2M3,848$5.2M3,84800.00%Unchanged
IISHARES MSCI EAFE ETFEFA
1.16%1.17%$4.7M52,530$4.7M52,53000.00%Unchanged
GE AEROSPACEGE
1.11%1.11%$4.5M17,348$4.5M17,34800.00%Unchanged
PHILIP MORRIS INTL INCPM
0.96%0.97%$3.9M21,244$3.9M21,24400.00%Unchanged
WALMART INCWMT
0.87%0.88%$3.5M36,115$3.5M36,11500.00%Unchanged
ARES CAPITALARCC
0.86%0.87%$3.5M158,166$3.5M158,16600.00%Unchanged
NVIDIA CORPORATIONNVDA
0.84%0.84%$3.4M21,406$3.4M21,40600.00%Unchanged
AMAZON COM INCAMZN
0.84%0.84%$3.4M15,414$3.4M15,41400.00%Unchanged
OOREILLY AUTOMOTIVE INC COMORLY
0.81%0.81%$3.3M36,179$3.3M36,17900.00%Unchanged
3M CO COMMMM
0.8%0.8%$3.2M21,154$3.2M21,15400.00%Unchanged
IISHARES TRSHV
0.75%0.75%$3.0M27,267$3.0M27,26700.00%Unchanged
VVANGUARD INDEX FDSVNQ
0.74%0.75%$3.0M33,624$3.0M33,62400.00%Unchanged
WWORLD GOLD TRGLD
0.73%0.74%$3.0M45,065$3.0M45,06500.00%Unchanged
AAT&T INCT
0.7%0.71%$2.8M98,156$2.8M98,15600.00%Unchanged
ORACLE CORPORCL
0.68%0.68%$2.7M12,517$2.7M12,51700.00%Unchanged
JJANUS HENDERSONJAAA
0.62%0.62%$2.5M49,084$2.5M49,08400.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.58%0.59%$2.4M4,849$2.4M4,84900.00%Unchanged
SSPDR SERIES TRUSTBIL
0.57%0.57%$2.3M25,013$2.3M25,01300.00%Unchanged
MASTERCARD INCORPORATEDMA
0.55%0.55%$2.2M3,938$2.2M3,93800.00%Unchanged
QUANTA SVCS INCPWR
0.54%0.55%$2.2M5,797$2.2M5,79700.00%Unchanged
ADOBE INC COMADBE
0.43%0.43%$1.7M4,480$1.7M4,48000.00%Unchanged
AAlphabet Inc Class CGOOG
0.42%0.42%$1.7M9,540$1.7M9,54000.00%Unchanged
MERCK & CO INCMRK
0.41%0.42%$1.7M21,144$1.7M21,14400.00%Unchanged
MCKESSON CORP COMMCK
0.41%0.41%$1.7M2,258$1.7M2,25800.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
0.4%0.41%$1.6M4,031$1.6M4,03100.00%Unchanged
VISA INCV
0.4%0.41%$1.6M4,576$1.6M4,57600.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
0.38%0.39%$1.6M1,567$1.6M1,56700.00%Unchanged
ALPHABET INCGOOGL
0.38%0.39%$1.5M8,789$1.5M8,78900.00%Unchanged
IINTERNATIONAL BUSINESS MACHSIBM
0.38%0.38%$1.5M5,233$1.5M5,23300.00%Unchanged
KLA CORPKLAC
0.37%0.37%$1.5M1,654$1.5M1,65400.00%Unchanged
JPMORGAN CHASE & COJPM
0.36%0.37%$1.5M5,060$1.5M5,06000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow