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Cooper Financial Group - Portfolio Stock Holdings

Cooper Financial Group disclosed 479 stock positions in a recent SEC 13F filing. $1,254,449,755 of stock holdings were filed, with the largest holdings including SCHV, QQQ, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,852,543,930 and has 53 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

479

Est. Stock Holding Value:

$1,254,449,755

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Cooper Financial Group

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Cooper Financial Group

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.