Copperwynd Financial, LLC — 13F holdings

Copperwynd Financial, LLC reported 156 holdings worth $401M in its 13F filing for Q2 2025, filed July 24, 2025.

Largest positions

  1. VUG VANGUARD INDEX FDS — $32.2M (8.0%)
  2. IWB ISHARES TR — $28.9M (7.2%)
  3. MGK VANGUARD WORLD FD — $27.3M (6.8%)
  4. VTV VANGUARD INDEX FDS — $23.9M (6.0%)
  5. VEA VANGUARD TAX-MANAGED FDS — $21.8M (5.4%)
  6. GBCI GLACIER BANCORP INC NEW — $17.5M (4.4%)
  7. AAPL APPLE INC — $12.7M (3.2%)
  8. QQQM INVESCO EXCH TRADED FD TR II — $11.4M (2.8%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $10.3M (2.6%)
  10. SCZ ISHARES TR — $9.07M (2.3%)