Copperwynd Financial, LLC

SCOTTSDALE, AZ · CIK 1687832 · 13F filing filed 2025-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyScottsdale, AZ

$400.8m reported value +10.6% vs Q1 2025

156positions

48.7%in top 10

22 new 87 added 44 reduced 10 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	73,454	$32.2m8.03%	8.03%	Added +72.7k	+72,687 9476.8%
2	ISHARES TR RUS 1000 ETF IWB	IWB	85,117	$28.9m7.21%	7.21%	Added +4.1k	+4,127 5.1%
3	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	74,678	$27.3m6.82%	6.82%	Added +2.1k	+2,111 2.9%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	135,480	$23.9m5.97%	5.97%	Added +7.0k	+7,030 5.5%
5	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	382,216	$21.8m5.44%	5.44%	Reduced -83.4k	-83,442 -17.9%
6	GLACIER BANCORP INC NEW COM GBCI	GBCI	407,359	$17.5m4.38%	4.38%	Unchanged
7	APPLE INC COM AAPL	AAPL	61,907	$12.7m3.17%	3.17%	Added +11.0k	+10,955 21.5%
8	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	50,120	$11.4m2.84%	2.84%	New
9	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	209,056	$10.3m2.58%	2.58%	Reduced -27.4k	-27,420 -11.6%
10	ISHARES TR EAFE SML CP ETF SCZ	SCZ	124,832	$9.1m2.26%	2.26%	New
11	ISHARES TR CORE US AGGBD ET AGG	AGG	79,180	$7.9m1.96%	1.96%	Added +39.7k	+39,688 100.5%
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,880	$6.7m1.68%	1.68%	Added +10.4k	+10,421 714.3%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,897	$6.7m1.68%	1.68%	Reduced -24.8k	-24,786 -69.5%
14	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	261,078	$6.6m1.65%	1.65%	Added +19.7k	+19,696 8.2%
15	TESLA INC COM TSLA	TSLA	20,390	$6.5m1.62%	1.62%	Added +523	+523 2.6%
16	META PLATFORMS INC CL A META	META	8,433	$6.2m1.55%	1.55%	Added +164	+164 2.0%
17	BROADCOM INC COM AVGO	AVGO	21,558	$5.9m1.48%	1.48%	Added +680	+680 3.3%
18	MICROSOFT CORP COM MSFT	MSFT	10,917	$5.4m1.35%	1.35%	Reduced -142	-142 -1.3%
19	NETFLIX INC COM NFLX	NFLX	3,848	$5.2m1.29%	1.29%	Added +1.4k	+1,432 59.3%
20	ISHARES TR MSCI EAFE ETF EFA	EFA	52,530	$4.7m1.17%	1.17%	Added +33.2k	+33,225 172.1%
21	GE AEROSPACE COM NEW GE	GE	17,348	$4.5m1.11%	1.11%	Added +55	+55 0.3%
22	PHILIP MORRIS INTL INC COM PM	PM	21,244	$3.9m0.97%	0.97%	Reduced -292	-292 -1.4%
23	WALMART INC COM WMT	WMT	36,115	$3.5m0.88%	0.88%	Added +2.9k	+2,933 8.8%
24	ARES CAPITAL CORP COM ARCC	ARCC	158,166	$3.5m0.87%	0.87%	Reduced -1.6k	-1,565 -1.0%
25	NVIDIA CORPORATION COM NVDA	NVDA	21,406	$3.4m0.84%	0.84%	Reduced -24.4k	-24,389 -53.3%
26	AMAZON COM INC COM AMZN	AMZN	15,414	$3.4m0.84%	0.84%	Added +226	+226 1.5%
27	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	36,179	$3.3m0.81%	0.81%	Added +299	+299 0.8%
28	3M CO COM MMM	MMM	21,154	$3.2m0.80%	0.80%	Added +498	+498 2.4%
29	ISHARES TR SHORT TREAS BD SHV	SHV	27,267	$3.0m0.75%	0.75%	Added +1.5k	+1,530 5.9%
30	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	33,624	$3.0m0.75%	0.75%	New
31	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	45,065	$3.0m0.74%	0.74%	Reduced -5.6k	-5,578 -11.0%
32	APPLOVIN CORP COM CL A APP	APP	8,434	$3.0m0.74%	0.74%	Added +391	+391 4.9%
33	AT&T INC COM T	T	98,156	$2.8m0.71%	0.71%	New
34	ORACLE CORP COM ORCL	ORCL	12,517	$2.7m0.68%	0.68%	Added +1.6k	+1,589 14.5%
35	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	49,084	$2.5m0.62%	0.62%	Added +494	+494 1.0%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,849	$2.4m0.59%	0.59%	Added +151	+151 3.2%
37	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	25,013	$2.3m0.57%	0.57%	Reduced -4.2k	-4,242 -14.5%
38	MASTERCARD INCORPORATED CL A MA	MA	3,938	$2.2m0.55%	0.55%	Reduced -382	-382 -8.8%
39	QUANTA SVCS INC COM PWR	PWR	5,797	$2.2m0.55%	0.55%	Reduced -275	-275 -4.5%
40	ADOBE INC COM ADBE	ADBE	4,480	$1.7m0.43%	0.43%	Added +751	+751 20.1%
41	ALPHABET INC CAP STK CL C GOOG	GOOG	9,540	$1.7m0.42%	0.42%	Added +85	+85 0.9%
42	MERCK & CO INC COM MRK	MRK	21,144	$1.7m0.42%	0.42%	Added +487	+487 2.4%
43	MCKESSON CORP COM MCK	MCK	2,258	$1.7m0.41%	0.41%	Reduced -57	-57 -2.5%
44	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,031	$1.6m0.41%	0.41%	Added +601	+601 17.5%
45	VISA INC COM CL A V	V	4,576	$1.6m0.41%	0.41%	Reduced -734	-734 -13.8%
46	COSTCO WHSL CORP NEW COM COST	COST	1,567	$1.6m0.39%	0.39%	Reduced -84	-84 -5.1%
47	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,789	$1.5m0.39%	0.39%	Added +13	+13 0.1%
48	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,233	$1.5m0.38%	0.38%	Added +24	+24 0.5%
49	KLA CORP COM NEW KLAC	KLAC	1,654	$1.5m0.37%	0.37%	Reduced -23	-23 -1.4%
50	JPMORGAN CHASE & CO COM JPM	JPM	5,060	$1.5m0.37%	0.37%	Added +64	+64 1.3%
51	HOME DEPOT INC COM HD	HD	3,707	$1.4m0.34%	0.34%	Added +312	+312 9.2%
52	STARBUCKS CORP COM SBUX	SBUX	14,608	$1.3m0.33%	0.33%	Added +11.3k	+11,255 335.7%
53	AMERIPRISE FINL INC COM AMP	AMP	2,502	$1.3m0.33%	0.33%	Reduced -28	-28 -1.1%
54	SERVICENOW INC COM NOW	NOW	1,287	$1.3m0.33%	0.33%	Reduced -122	-122 -8.7%
55	ABBOTT LABS COM ABT	ABT	9,428	$1.3m0.32%	0.32%	Reduced -1.4k	-1,394 -12.9%
56	CISCO SYS INC COM CSCO	CSCO	17,821	$1.2m0.31%	0.31%	Reduced -90	-90 -0.5%
57	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	10,417	$1.2m0.30%	0.30%	Reduced -3.3k	-3,330 -24.2%
58	LENDINGCLUB CORP COM NEW HAPN	HAPN	99,880	$1.2m0.30%	0.30%	Reduced -4.7k	-4,717 -4.5%
59	WABTEC COM WAB	WAB	5,629	$1.2m0.29%	0.29%	Reduced -82	-82 -1.4%
60	ELI LILLY & CO COM LLY	LLY	1,482	$1.2m0.29%	0.29%	Reduced -288	-288 -16.3%
61	DARDEN RESTAURANTS INC COM DRI	DRI	5,298	$1.2m0.29%	0.29%	Reduced -121	-121 -2.2%
62	TRAVELERS COMPANIES INC COM TRV	TRV	4,087	$1.1m0.27%	0.27%	Added +63	+63 1.6%
63	CUMMINS INC COM CMI	CMI	3,321	$1.1m0.27%	0.27%	Added +60	+60 1.8%
64	AIRBNB INC COM CL A ABNB	ABNB	7,893	$1.0m0.26%	0.26%	Added +144	+144 1.9%
65	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,490	$1.0m0.26%	0.26%	Added +327	+327 10.3%
66	SHERWIN WILLIAMS CO COM SHW	SHW	3,019	$1.0m0.26%	0.26%	Added +65	+65 2.2%
67	MSCI INC COM MSCI	MSCI	1,793	$1.0m0.26%	0.26%	Added +20	+20 1.1%
68	PAYCOM SOFTWARE INC COM PAYC	PAYC	4,351	$1.0m0.25%	0.25%	Reduced -1.5k	-1,480 -25.4%
69	ZOETIS INC CL A ZTS	ZTS	6,448	$1.0m0.25%	0.25%	Added +339	+339 5.5%
70	UNITED RENTALS INC COM URI	URI	1,317	$992.0k0.25%	0.25%	Added +22	+22 1.7%
71	FISERV INC COM FISV	FISV	5,736	$989.0k0.25%	0.25%	Added +39	+39 0.7%
72	LOWES COS INC COM LOW	LOW	4,432	$983.4k0.25%	0.25%	Added +89	+89 2.0%
73	WORKDAY INC CL A WDAY	WDAY	4,094	$982.6k0.25%	0.25%	Reduced -87	-87 -2.1%
74	DISNEY WALT CO COM DIS	DIS	7,911	$981.0k0.24%	0.24%	Added +333	+333 4.4%
75	METLIFE INC COM MET	MET	12,124	$975.0k0.24%	0.24%	Added +109	+109 0.9%
76	STRYKER CORPORATION COM SYK	SYK	2,459	$972.7k0.24%	0.24%	Added +15	+15 0.6%
77	COSTAR GROUP INC COM CSGP	CSGP	12,018	$966.2k0.24%	0.24%	Added +2.9k	+2,936 32.3%
78	BANK AMERICA CORP COM BAC	BAC	20,412	$965.9k0.24%	0.24%	Reduced -17	-17 -0.1%
79	AON PLC SHS CL A AON	AON	2,693	$960.8k0.24%	0.24%	New
80	ROPER TECHNOLOGIES INC COM ROP	ROP	1,688	$957.1k0.24%	0.24%	Added +3	+3 0.2%
81	APPLIED MATLS INC COM AMAT	AMAT	5,205	$952.9k0.24%	0.24%	Added +131	+131 2.6%
82	VALERO ENERGY CORP COM VLO	VLO	7,072	$950.6k0.24%	0.24%	Added +123	+123 1.8%
83	SPDR GOLD TR GOLD SHS GLD	GLD	3,118	$950.5k0.24%	0.24%	Reduced -107	-107 -3.3%
84	GARTNER INC COM IT	IT	2,332	$942.6k0.24%	0.24%	Added +150	+150 6.9%
85	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	10,955	$922.2k0.23%	0.23%	Added +72	+72 0.7%
86	INCYTE CORP COM INCY	INCY	12,960	$882.6k0.22%	0.22%	Added +213	+213 1.7%
87	DTE ENERGY CO COM DTE	DTE	6,601	$874.4k0.22%	0.22%	Reduced -7	-7 -0.1%
88	CVS HEALTH CORP COM CVS	CVS	12,316	$849.6k0.21%	0.21%	Reduced -55	-55 -0.4%
89	CBRE GROUP INC CL A CBRE	CBRE	6,040	$846.3k0.21%	0.21%	Added +63	+63 1.1%
90	UNION PAC CORP COM UNP	UNP	3,668	$844.0k0.21%	0.21%	Added +68	+68 1.9%
91	UNITEDHEALTH GROUP INC COM UNH	UNH	2,680	$835.9k0.21%	0.21%	Added +410	+410 18.1%
92	CHEVRON CORP NEW COM CVX	CVX	5,825	$834.1k0.21%	0.21%	Added +169	+169 3.0%
93	DANAHER CORPORATION COM DHR	DHR	4,034	$796.9k0.20%	0.20%	Added +138	+138 3.5%
94	VERIZON COMMUNICATIONS INC COM VZ	VZ	18,136	$784.7k0.20%	0.20%	Reduced -5.3k	-5,322 -22.7%
95	CONOCOPHILLIPS COM COP	COP	8,707	$781.4k0.19%	0.19%	Added +147	+147 1.7%
96	KEURIG DR PEPPER INC COM KDP	KDP	23,427	$774.5k0.19%	0.19%	Added +242	+242 1.0%
97	CATERPILLAR INC COM CAT	CAT	1,849	$717.8k0.18%	0.18%	Reduced -655	-655 -26.2%
98	TYSON FOODS INC CL A TSN	TSN	12,831	$717.8k0.18%	0.18%	Added +88	+88 0.7%
99	LKQ CORP COM LKQ	LKQ	19,273	$713.3k0.18%	0.18%	Reduced -2	-2 -0.0%
100	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	29,519	$703.4k0.18%	0.18%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ISHARES TR IWD	IWD	57,616	$10.8m57.6k shares
COPART INC CPRT	CPRT	53,300	$3.0m53.3k shares
ISHARES TR REM	REM	113,510	$2.5m113.5k shares
JANUS DETROIT STR TR JBBB	JBBB	46,423	$2.3m46.4k shares
NOVO-NORDISK A S NVO	NVO	10,248	$711.6k10.2k shares
VANECK ETF TRUST GDXJ	GDXJ	6,717	$384.2k6.7k shares
SPX TECHNOLOGIES INC SPXC	SPXC	1,929	$248.4k1.9k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	4,564	$213.6k4.6k shares
OCCIDENTAL PETE CORP OXY	OXY	4,233	$208.9k4.2k shares
FORD MTR CO F	F	20,502	$205.6k20.5k shares