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Matthew D. Copley

Copley Financial Group, Inc.

Assets Managed
$165.744M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
2.56%(2Q avg: 6.57%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Copley Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Copley Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 165.744M in assets, with a quarterly growth rate of 2.56% and a 2-quarter average growth rate of 6.57%. The portfolio is managed by Matthew D. Copley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 56.15%
9.23%
$15.285M
164,903 shares@ $92.69 avg price
SECT
Main Sector Rotation Etf
Recent Activity
Decreased -18.93%
8.9%
$14.749M
244,231 shares@ $60.4 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 4.16%
8.12%
$13.447M
214,943 shares@ $62.56 avg price
ECOW
Pacer Emerging Markets Cash
Recent Activity
Increased 5.08%
7.16%
$11.862M
444,764 shares@ $26.68 avg price
PSFF
Pacer Swan Sos Fund Of Funds
Recent Activity
Decreased -2.77%
6.86%
$11.357M
354,430 shares@ $32.05 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Decreased -7.89%
6.63%
$10.984M
428,720 shares@ $25.62 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -4.79%
4.31%
$7.142M
73,860 shares@ $96.71 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Increased 5.24%
4.06%
$6.724M
132,333 shares@ $50.82 avg price
GDXJ
Vaneck Junior Gold Miners
Recent Activity
Increased 4.59%
3.4%
$5.621M
46,824 shares@ $120.05 avg price
EINC
Vaneck Energy Income Etf
Recent Activity
New Position
3.17%
$5.244M
44,509 shares@ $117.82 avg price

1-10 of 115