Notify me when Copperwynd Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 156 | $400,837,513 | +$92,967,537 | -$84,654,027 | +$8,313,510 | VUG, IWB, MGK, VTV, VEA | 13F-HR | 23 Jul 2025, 19:36 |
| Q1 2025 | 144 | $362,534,932 | +$85,642,868 | -$69,066,927 | +$16,575,941 | QQQ, IWB, VEA, MGK, VTV | 13F-HR | 05 May 2025, 12:04 |
| Q4 2024 | 136 | $362,377,421 | +$52,601,754 | -$27,464,254 | +$25,137,500 | QQQ, IWB, MGK, SPY, VTV | 13F-HR | 10 Feb 2025, 13:13 |
| Q3 2024 | 141 | $332,293,882 | +$52,791,229 | -$35,610,495 | +$17,180,734 | QQQ, IWB, SPY, MGK, SPLG | 13F-HR | 04 Nov 2024, 12:15 |
| Q2 2024 | 146 | $301,148,461 | +$44,946,935 | -$22,895,012 | +$22,051,923 | QQQ, IWB, MGK, SPY, VTV | 13F-HR | 15 Aug 2024, 14:35 |
| Q1 2024 | 140 | $277,902,923 | +$18,386,905 | -$14,205,611 | +$4,181,294 | SPY, QQQ, IWB, MGK, GBCI | 13F-HR | 30 Apr 2024, 14:49 |
| Q4 2023 | 136 | $251,486,089 | +$22,796,247 | -$12,368,919 | +$10,427,328 | SPY, QQQ, GBCI, IWB, MGK | 13F-HR | 13 Feb 2024, 16:50 |
| Q3 2023 | 128 | $213,001,393 | +$31,407,706 | -$25,892,384 | +$5,515,322 | SPY, QQQ, IWB, MGK, GBCI | 13F-HR | 07 Nov 2023, 16:32 |
| Q2 2023 | 135 | $214,726,312 | +$69,265,921 | -$54,222,290 | +$15,043,631 | SPY, IWB, GBCI, MGK, VTV | 13F-HR | 08 Aug 2023, 15:40 |
| Q1 2023 | 135 | $195,798,893 | +$62,372,267 | -$45,889,778 | +$16,482,489 | GBCI, MGK, IWB, EFA, SPY | 13F-HR | 28 Apr 2023, 14:08 |
| Q4 2022 | 129 | $177,936,542 | +$41,254,125 | -$46,444,672 | -$5,190,547 | GBCI, IWD, IWB, MGK, QQQ | 13F-HR | 02 Feb 2023, 09:57 |
| Q3 2022 | 120 | $173,742,000 | +$30,329,946 | -$18,460,468 | +$11,869,478 | GBCI, SPLG, IWD, IWB, MGK | 13F-HR | 10 Nov 2022, 21:19 |
| Q2 2022 | 119 | $170,018,000 | +$34,461,847 | -$72,387,887 | -$37,926,040 | GBCI, IWD, IWB, MGK, SHV | 13F-HR | 04 Aug 2022, 17:33 |
| Q1 2022 | 120 | $240,062,000 | +$61,226,059 | -$69,276,865 | -$8,050,806 | GBCI, IWD, VTV, IVV, SPY | 13F-HR | 20 Apr 2022, 20:37 |
| Q4 2021 | 116 | $263,449,000 | +$79,227,902 | -$71,131,707 | +$8,096,195 | SPY, GBCI, QQQ, MGK, IWB | 13F-HR | 03 Feb 2022, 21:50 |
| Q3 2021 | 116 | $242,534,000 | +$61,438,265 | -$57,337,274 | +$4,100,991 | ALTA, QQQ, MGK, IWB, IVV | 13F-HR | 02 Nov 2021, 18:19 |
| Q2 2021 | 120 | $235,679,000 | +$64,785,150 | -$63,271,963 | +$1,513,187 | ALTA, MGK, IWB, IVV, IWD | 13F-HR | 12 Aug 2021, 17:00 |
| Q1 2021 | 116 | $222,542,000 | +$57,170,118 | -$56,014,844 | +$1,155,274 | ALTA, IWB, MGK, DGRO, IWD | 13F-HR | 05 May 2021, 20:37 |
| Q4 2020 | 119 | $207,196,000 | +$40,128,164 | -$48,264,186 | -$8,136,022 | ALTA, MGK, IWB, DGRO, MTUM | 13F-HR | 09 Feb 2021, 21:37 |
| Q3 2020 | 114 | $187,949,000 | +$55,848,345 | -$44,011,624 | +$11,836,721 | MGK, IWB, MTUM, ALTA, DGRO | 13F-HR | 04 Nov 2020, 21:43 |
| Q2 2020 | 112 | $174,637,000 | +$71,727,350 | -$129,113,608 | -$57,386,258 | PUB, MGK, IWB, MTUM, DGRO | 13F-HR | 06 Aug 2020, 19:33 |
| Q1 2020 | 83 | $211,307,000 | +$136,736,636 | -$89,914,457 | +$46,822,179 | BIL, PUB, MGK, IWB, DGRO | 13F-HR | 11 May 2020, 16:46 |
| Q4 2019 | 108 | $188,759,000 | +$50,196,441 | -$43,553,088 | +$6,643,353 | PUB, MGK, AAPL, IWB, SPY | 13F-HR | 23 Jan 2020, 17:05 |
| Q3 2019 | 106 | $175,345,000 | +$55,788,925 | -$57,011,704 | -$1,222,779 | PUB, MGK, IWB, IJH, SBUX | 13F-HR | 12 Nov 2019, 09:30 |
| Q2 2019 | 103 | $174,016,000 | +$49,003,360 | -$47,085,484 | +$1,917,876 | PUB, GLDM, QQQ, MGK, IWB | 13F-HR | 07 Aug 2019, 16:47 |
| Q1 2019 | 104 | $166,854,000 | +$71,997,407 | -$73,394,748 | -$1,397,341 | PUB, JPST, MGK, LULU, IWB | 13F-HR | 10 May 2019, 21:09 |
| Q4 2018 | 90 | $161,422,000 | +$79,454,674 | -$62,715,286 | +$16,739,388 | JPST, BIL, PUB, SHY, SPY | 13F-HR | 07 Feb 2019, 17:43 |
| Q3 2018 | 95 | $164,975,000 | +$50,020,500 | -$32,742,200 | +$17,278,300 | PUB, SPSM, AMZN, NFLX, MGK | 13F-HR | 13 Nov 2018, 08:47 |
| Q2 2018 | 92 | $142,336,000 | +$22,937,279 | -$35,841,081 | -$12,903,802 | PUB, SPLG, INTC, MGK, NVDA | 13F-HR | 01 Aug 2018, 17:24 |
| Q1 2018 | 92 | $145,885,000 | +$52,942,830 | -$47,473,674 | +$5,469,156 | PUB, SPLG, MGK, NVDA, IWB | 13F-HR | 27 Apr 2018, 13:43 |
| Q4 2017 | 94 | $136,959,000 | $0 | $0 | $0 | PUB, SPY, MGK, IWB, NVDA | 13F-HR | 06 Feb 2018, 08:38 |