Copperwynd Financial, LLC 13F Holdings
CIK 0001687832 · Scottsdale, AZ
As of Jun 30, 2025, Copperwynd Financial, LLC reported 156 positions worth $400.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 73,454 | $32.2M | 8.03% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 85,117 | $28.9M | 7.21% |
| VANGUARD WORLD FUND | MGK | — | 74,678 | $27.3M | 6.82% |
| VANGUARD VALUE INDEX FUND | VTV | — | 135,480 | $23.9M | 5.97% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 382,216 | $21.8M | 5.44% |
| GLACIER BANCORP INC | GBCI | Financial Services | 407,359 |