COOPER/HAIMS ADVISORS, LLC - Portfolio Stock Holdings
COOPER/HAIMS ADVISORS, LLC disclosed 129 stock positions in a recent SEC 13F filing. $229,249,491 of stock holdings were filed, with the largest holdings including SCHE, VGK, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,181,082,795 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
129Est. Stock Holding Value:
$229,249,491Top Stock Holdings By Sector
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Portfolio Stock Holdings - COOPER/HAIMS ADVISORS, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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