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Arthur Cooper

Cooper Financial Group

Assets Managed
$1.206B
Holdings
448
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
21.92%(2Q avg: 13.6%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cooper Financial Group's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 448 positions.

Assets under management

The assets under management (AUM) of Cooper Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.206B in assets, with a quarterly growth rate of 21.92% and a 2-quarter average growth rate of 13.6%. The portfolio is managed by Arthur Cooper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 6.58%
6.57%
$79.244M
2.276M shares@ $34.81 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.81%
4.85%
$58.413M
79,322 shares@ $736.41 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.17%
3.96%
$47.669M
238,236 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.17%
3.91%
$47.095M
162,755 shares@ $289.37 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 9.26%
3.32%
$39.936M
433,100 shares@ $92.21 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Increased 4.54%
2.82%
$33.961M
576,388 shares@ $58.93 avg price
STOX
Horizon Core Equity Etf
Recent Activity
Increased 1.04%
2.26%
$27.263M
878,898 shares@ $31.03 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.08%
2.26%
$27.172M
114,005 shares@ $238.35 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.97%
2.01%
$24.163M
63,965 shares@ $377.75 avg price
JIVE
Jpm Interntl Value Etf
Recent Activity
New Position
1.93%
$23.272M
253,083 shares@ $91.96 avg price

1-10 of 448