Cooper Financial Group 13F Holdings
CIK 0001751581 · IRVINE, CA
As of Sep 30, 2025, Cooper Financial Group reported 385 positions worth $837.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 1,960,789 | $57.1M | 6.81% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 88,677 | $53.2M | 6.35% |
| NVIDIA CORP | NVDA | Technology | 211,119 | $39.4M | 4.70% |
| APPLE INC | AAPL | Technology | 151,844 | $38.7M | 4.62% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 489,211 | $38.2M | 4.56% |
| MICROSOFT CORP | MSFT | Technology | 60,414 | $31.3M | 3.74% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 541,720 | $25.8M | 3.08% |
| AMAZON.COM INC | AMZN | Equity | 114,410 | $25.1M | 3.00% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 423,502 | $24.2M | 2.89% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 392,304 |