Coppell Advisory Solutions LLC
•CIK: 1848433•Filing: Q4 2025
Coppell Advisory Solutions LLC manages $1.0B in assets, with a diversified portfolio of 392 positions. The firm's top holdings include BRNY, accounting for $83.8M, and RSMV, representing $55.5M, with a combined value of $139.3M. Notable allocations also include ETFs BUFZ, BUFR, and BUFD, totaling $86.3M, as well as FTSM and YFYA, valued at $23.5M and $23.4M, respectively. The fund's largest sector exposures are rounded out by fixed income ETFs BND, SRLN, and IUSB, totaling $65.6M.
Total AUM
$1.0B
QoQ Performance
+7.6%
Positions
240
Top 10 Concentration
36.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BRNY
RSMV
BRNY8.3%
RSMV5.5%
BUFZ3.2%
BUFR3.0%
BUFD2.4%
FTSM2.3%
YFYA2.3%
BND2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.1%
Technology9.0%
Financial3.7%
Consumer3.3%
ETF2.4%
Healthcare1.3%
Communication0.8%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+196 more exited positions
Changes from Q3 2025
NEW6 new positions
↑145 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023