Coppell Advisory Solutions LLC
All 13F Filings
- Location
- Coppell, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 169,820
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 39 | 169,820 | 13F-HR | Coppell Advisory Solutions LLC |
| Q4 2025 | 2/17/2026 | 392 | 1,015,679 | 13F-HR | Coppell Advisory Solutions LLC |
| Q3 2025 | 11/14/2025 | 395 | 943,733 | 13F-HR | Coppell Advisory Solutions LLC |
| Q2 2025 | 8/20/2025 | 371 | 842,450 | 13F-HR/A - NEW HOLDINGS | Coppell Advisory Solutions LLC |
| Q2 2025 | 8/14/2025 | 321 | 562,438 | 13F-HR | Coppell Advisory Solutions LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 169.8 K | 100.0% | 0 | 761.1 K | -761.1 K |
| ETFs | 0 | 0.0% | 0 | 57.99 K | -57.99 K |
| Debt | 0 | 0.0% | 0 | 4.664 K | -4.664 K |
| Other | 0 | 0.0% | 0 | 21.66 K | -21.66 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
169,820
Holdings
39
QoQ value change ($000)
-845,859
(-83.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.