Cooper Financial Group

Institutional manager (13F) · CIK 1751581

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $666M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$65M	2,135,974
2	INVESCO QQQ TR	$43M	74,968
3	NVIDIA CORPORATION	$41M	237,840
4	APPLE INC	$40M	159,310
5	PIMCO ETF TR	$37M	396,395
6	GLOBAL X FDS	$28M	551,407
7	AMAZON COM INC	$24M	114,099
8	HORIZON FDS	$24M	869,916
9	MICROSOFT CORP	$22M	60,432
10	BROADCOM INC	$20M	64,593
11	J P MORGAN EXCHANGE TRADED F	$19M	341,419
12	J P MORGAN EXCHANGE TRADED F	$19M	367,853
13	ALPHABET INC	$18M	63,884
14	FIRST TR EXCHNG TRADED FD VI	$17M	508,888
15	PUTNAM ETF TRUST	$16M	335,527
16	GLOBAL X FDS	$15M	328,349
17	TESLA INC	$14M	36,762
18	JOHN HANCOCK EXCHANGE TRADED	$11M	141,443
19	BERKSHIRE HATHAWAY INC DEL	$10M	20,818
20	INVESCO ACTIVELY MANAGED EXC	$9M	196,095
21	META PLATFORMS INC	$9M	15,809
22	AMERICAN CENTY ETF TR	$9M	79,738
23	FIDELITY MERRIMACK STR TR	$8M	186,094
24	ALPHABET INC	$8M	29,561
25	AMERICAN CENTY ETF TR	$8M	104,351
26	VANGUARD ADMIRAL FDS INC	$8M	19,771
27	INVESCO EXCHANGE TRADED FD T	$8M	99,429
28	J P MORGAN EXCHANGE TRADED F	$7M	132,964
29	FIRST TR EXCHANGE TRADED FD	$7M	297,955
30	DBX ETF TR	$7M	137,462
31	EXXON MOBIL CORP	$6M	37,398
32	ISHARES INC	$6M	174,614
33	J P MORGAN EXCHANGE TRADED F	$6M	91,608
34	ISHARES TR	$6M	8,896
35	DOUGLAS EMMETT INC	$6M	614,972
36	CAPITAL GROUP GROWTH ETF	$5M	120,322
37	SCHWAB STRATEGIC TR	$5M	194,366
38	SPDR SERIES TRUST	$5M	84,048
39	SCHWAB STRATEGIC TR	$5M	157,027
40	FIDELITY COVINGTON TRUST	$5M	121,484
41	UNITED PARCEL SVCS INC	$4M	44,818
42	ELI LILLY & CO	$4M	4,710
43	COSTCO WHOLESALE CORPORATION	$4M	4,347
44	INVESCO EXCHANGE TRADED FD T	$4M	71,681
45	WALMART INC	$4M	34,452
46	WISDOMTREE TR	$4M	78,851
47	SPDR SERIES TRUST	$4M	38,297
48	NETFLIX INC.	$4M	38,872
49	CHEVRON CORPORATION	$4M	17,760
50	STATE STR SPDR S&P 500 ETF T	$4M	5,417

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.