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Laura Wajs

Coppell Advisory Solutions Llc

Assets Managed
$169.82M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-83.28%(2Q avg: -37.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Coppell Advisory Solutions Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Coppell Advisory Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.82M in assets, with a quarterly growth rate of -83.28% and a 2-quarter average growth rate of -37.82%. The portfolio is managed by Laura Wajs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRNY
Burney Us Factor Rotation
Recent Activity
Increased 8.53%
49.64%
$84.285M
1.79M shares@ $47.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.89%
9.09%
$15.428M
62,554 shares@ $246.64 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.81%
6.1%
$10.344M
51,474 shares@ $200.95 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -40.29%
5.59%
$9.476M
34,648 shares@ $273.51 avg price
ALSN
Allison Transmission Holding
Recent Activity
Decreased -8.63%
3.04%
$5.15M
45,736 shares@ $112.61 avg price
BRES
Burney Us Equity Select Etf
Recent Activity
New Position
2.66%
$4.51M
194,229 shares@ $23.23 avg price
AZN
Astrazeneca Plc-spons Adr
Recent Activity
Increased 23.65%
2.42%
$4.107M
21,183 shares@ $193.88 avg price
ADSK
Autodesk Inc
Recent Activity
Decreased -1.26%
1.95%
$3.301M
14,008 shares@ $235.68 avg price
RAYE
Rayliant Quantamental Emergi
Recent Activity
Decreased -2.72%
1.9%
$3.218M
107,330 shares@ $29.99 avg price
RAYD
Rayliant Quant Dev Mkt Eqty
Recent Activity
Increased 15.64%
1.73%
$2.926M
94,058 shares@ $31.12 avg price

1-10 of 39