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Showing Q2 2025 data
Copperwynd Financial, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Copperwynd Financial, LLC
•CIK: 1687832•Filing: Q2 2025
**Copperwynd Financial, LLC** manages $401M across a diversified portfolio of 156 positions. The strategy exhibits a pronounced tilt toward U.S. large-cap growth and technology, evidenced by top holdings including VUG ($32.2M) and IWB ($28.9M). Significant allocations are also maintained in sector-specific and international exposure, notably MGK ($27.3M) and VEA ($21.8M). This structure suggests a conviction in growth equity themes while maintaining broad market diversification.
Total AUM
$400.8M
QoQ Performance
+10.6%
Positions
135
Top 10 Concentration
48.7%
Latest Filing
Q2 2025
Top Holdings Allocation
VUG
IWB
MGK
VTV
VEA
VUG8.0%
IWB7.2%
MGK6.8%
VTV6.0%
VEA5.4%
GBCI4.4%
AAPL3.2%
QQQM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.5%
Technology11.5%
Consumer4.9%
ETF3.4%
Financial2.6%
Industrial2.4%
Healthcare2.3%
Communication2.3%
🚪 Exited Positionssold since Q1 2025
+5 more exited positions
Changes from Q1 2025
NEW22 new positions
↑87 increased
↓44 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023