First seen by DFX
Sep 12, 2026
date not stated
Copperwynd Financial, LLC files Form 13F (non_adviser_filer, $362,377,421 in 138 positions)
Copperwynd Financial, LLC reported $400,837,513 across 156 13(f) positions for the quarter ended 2025-06-30
Copperwynd Financial, LLC reduced Nvidia Corporation 45,795 -> 21,406 shares ($4,963,241 -> $3,382,004)
Copperwynd Financial, LLC reduced Spdr S&p 500 Etf Tr 35,683 -> 10,897 shares ($19,960,917 -> $6,732,523)
Copperwynd Financial, LLC reduced Vanguard Index Fds 17,748 -> 972 shares ($4,877,908 -> $295,297)
Copperwynd Financial, LLC opened a $2,994,575 position in Vanguard Index Fds (33,624 shares)
Copperwynd Financial, LLC opened a $2,840,640 position in At&t Inc (98,156 shares)
Copperwynd Financial, LLC opened a $11,382,317 position in Invesco Exch Traded Fd Tr II (50,120 shares)
Copperwynd Financial, LLC reduced Invesco Qqq Tr 53,228 -> 1,054 shares ($24,959,468 -> $581,392)
Copperwynd Financial, LLC opened a $9,072,807 position in Ishares Tr (124,832 shares)
Copperwynd Financial, LLC exited Copart Inc (was $3,016,247, 53,300 shares)
Copperwynd Financial, LLC exited Ishares Tr (was $10,841,027, 57,616 shares)
Copperwynd Financial, LLC exited Ishares Tr (was $2,547,164, 113,510 shares)
Copperwynd Financial, LLC exited Janus Detroit Str Tr (was $2,259,422, 46,423 shares)
Copperwynd Financial, LLC increased Netflix Inc 2,416 -> 3,848 shares ($2,252,992 -> $5,152,972)
Copperwynd Financial, LLC increased Oreilly Automotive Inc 2,392 -> 36,179 shares ($3,426,731 -> $3,260,813)
Copperwynd Financial, LLC increased Vanguard Index Fds 1,459 -> 11,880 shares ($749,767 -> $6,748,165)
Copperwynd Financial, LLC increased Vanguard Index Fds 767 -> 73,454 shares ($284,439 -> $32,202,257)
Copperwynd Financial, LLC increased Ishares Tr 39,492 -> 79,180 shares ($3,906,558 -> $7,854,644)
Copperwynd Financial, LLC increased Ishares Tr 19,305 -> 52,530 shares ($1,577,757 -> $4,695,620)
Copperwynd Financial, LLC reported $362,534,932 across 141 13(f) positions for the quarter ended 2025-03-31
Copperwynd Financial, LLC reduced Ishares Tr 20,129 -> 538 shares ($11,849,557 -> $302,380)
Copperwynd Financial, LLC opened a $2,842,935 position in Ishares Tr (25,737 shares)
Copperwynd Financial, LLC opened a $10,841,027 position in Ishares Tr (57,616 shares)
Copperwynd Financial, LLC reduced Vanguard Index Fds 22,865 -> 1,459 shares ($12,319,750 -> $749,767)
Copperwynd Financial, LLC exited Ishares Tr (was $2,720,818, 34,594 shares)
Copperwynd Financial, LLC exited Invesco Exchange Traded Fd T (was $3,719,432, 21,226 shares)
Copperwynd Financial, LLC exited Ishares Tr (was $2,520,144, 11,405 shares)
Copperwynd Financial, LLC exited Spdr Ser Tr (was $11,702,619, 169,751 shares)
Copperwynd Financial, LLC exited Vanguard Index Fds (was $2,569,440, 28,844 shares)
Copperwynd Financial, LLC exited Vanguard Index Fds (was $10,539,220, 43,862 shares)
Copperwynd Financial, LLC exited Vertex Pharmaceuticals Inc (was $2,237,401, 5,556 shares)
Copperwynd Financial, LLC increased Ishares Tr 4,676 -> 39,492 shares ($453,057 -> $3,906,558)
Copperwynd Financial, LLC increased Vanguard Tax-Managed Fds 4,636 -> 465,658 shares ($221,684 -> $23,669,386)
Copperwynd Financial, LLC opened a $2,547,164 position in Ishares Tr (113,510 shares)
Copperwynd Financial, LLC opened a $2,131,154 position in Applovin Corp (8,043 shares)
Copperwynd Financial, LLC opened a $2,464,013 position in Janus Detroit Str Tr (48,590 shares)
Copperwynd Financial, LLC opened a $2,259,422 position in Janus Detroit Str Tr (46,423 shares)
Copperwynd Financial, LLC opened a $2,683,561 position in Spdr Ser Tr (29,255 shares)
Copperwynd Financial, LLC opened a $10,702,884 position in Vanguard Intl Equity Index F (236,476 shares)