Copper Harbor Investment Advisors, LLC — 13F holdings

Copper Harbor Investment Advisors, LLC reported 99 holdings worth $486M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. AVUS AMERICAN CENTY ETF TR — $34.3M (7.0%)
  2. AVEM AMERICAN CENTY ETF TR — $30.0M (6.2%)
  3. AVDE AMERICAN CENTY ETF TR — $26.6M (5.5%)
  4. VO VANGUARD INDEX FDS — $26.5M (5.4%)
  5. VTV VANGUARD INDEX FDS — $25.9M (5.3%)
  6. CGDV CAPITAL GROUP DIVIDEND VALUE — $23.4M (4.8%)
  7. VOT VANGUARD INDEX FDS — $21.5M (4.4%)
  8. VUG VANGUARD INDEX FDS — $19.7M (4.0%)
  9. FBCG FIDELITY COVINGTON TRUST — $19.6M (4.0%)
  10. VOO VANGUARD INDEX FDS — $19.6M (4.0%)