Long-term investor
Coppell Advisory Solutions LLC @coppelladvisorysolutions
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001848433).
Record
- Tracked since 2025-06-30 (441 days), 653 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -26.0% · all -26.0%
- Max drawdown n/a · win rate 1% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BLOK · 10.1% · long · since 2026-06-30
- SOFI · 4.9% · long · since 2026-06-30
- IGM · 3.2% · long · since 2026-06-30
- IXG · 2.7% · long · since 2026-06-30
- IGV · 2.6% · long · since 2026-06-30
- SPYM · 2.4% · long · since 2025-12-31
- BND · 2.3% · long · since 2025-12-31
- SRLN · 2.2% · long · since 2025-12-31
- HOOD · 2.2% · long · since 2026-06-30
- SOLS · 1.7% · long · since 2025-12-31
- BRK-B · 1.7% · long · since 2025-12-31
- ITOT · 1.6% · long · since 2026-06-30