Data as of Q4 2025 (Dec 31, 2025)

Kopp Family Office, LLC

โ€ขCIK: 1683689โ€ขFiling: Q4 2025

**Kopp Family Office, LLC** manages $157M across a diversified portfolio of 21 positions. The strategy exhibits significant international and fixed-income exposure, highlighted by top holdings in VEA ($29.3M) and RSP ($20.6M). Further allocations include substantial weightings in IJH ($18.4M), VWO ($17.6M), and AGG ($17.3M). This concentration suggests a tactical focus on global equity diversification and defensive fixed-income assets.

Total AUM
$156.7M
QoQ Performance
+2.0%
Positions
15
Top 10 Concentration
85.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VEA
RSP
IJH
VWO
AGG
VEA18.7%
RSP13.1%
IJH11.7%
VWO11.3%
AGG11.1%
XMTR4.5%
ATEC4.4%
VCEL3.7%

๐Ÿ“ˆ Biggest Buys

IJH
ISHARES TR
+51.1%
11.7% of portfolio
AGG
ISHARES TR
+50.0%
11.1% of portfolio
RSP
INVESCO EXCHANGE TRADED FD T
+35.2%
13.1% of portfolio
MSFT
MICROSOFT CORP
+26.0%
2.6% of portfolio

๐Ÿ“‰ Biggest Sells

VEA
VANGUARD TAX-MANAGED FDS
-4.9%
18.7% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-5.2%
11.3% of portfolio
XMTR
XOMETRY INC
-12.0%
4.5% of portfolio
ATEC
ALPHATEC HLDGS INC
-10.0%
4.4% of portfolio
VRDN
VIRIDIAN THERAPEUTICS INC
-10.7%
3.4% of portfolio

Sector Breakdown

Other97.3%
Technology2.6%
ETF0.1%

๐Ÿšช Exited Positionssold since Q3 2025

FIVN
FIVE9 INC
SOLD
$7.2M
NEO
NEOGENOMICS INC
SOLD
$3.6M
INSP
INSPIRE MED SYS INC
SOLD
$3.0M
IEFA
ISHARES TR
SOLD
$122.2K
IEMG
ISHARES INC
SOLD
$75.8K

Changes from Q3 2025

โ†‘4 increased
โ†“13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023