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Coppell Advisory Solutions LLC
RIA/Wealth
Coppell Advisory Solutions LLC is a RIA/Wealth based in Dallas, TX led by Bryce Bradley Engel, reporting $1.1B in AUM as of Q3 2025 with 62% ETF concentration.
CEOBryce Bradley Engel
- Portfolio Value
- $850.3M
- Positions
- 386
- Top Holding
- BRNY at 8.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Coppell Advisory Solutions LLC's portfolio (31.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $73.6M | 8.65% | +$11.2M Bought | — 1.5M shares | |
ETF ETF | $33.7M | 3.96% | -$418.6K Sold | — 1.3M shares | |
ETF ETF | $29.3M | 3.45% | +$3.4M Bought | — 878.4K shares | |
ETF ETF | $24.2M | 2.84% | +$6.2M Bought | — 402.0K shares | |
ETF ETF | $19.9M | 2.34% | +$2.3M Bought | — 478.4K shares | |
ETF ETF | $19.9M | 2.33% | +$1.7M Bought | — 720.4K shares | |
ETF ETF | $19.8M | 2.33% | +$2.5M Bought | — 265.9K shares | |
ETF ETF | $18.8M | 2.21% | +$3.3M Bought | — 402.8K shares | |
Consumer Electronics Technology | $17.6M | 2.07% | +$5.8M Bought | 0.00% 69.1K shares | |
ETF ETF | $15.0M | 1.76% | +$1.6M Bought | — 191.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Coppell Advisory Solutions LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Coppell Advisory Solutions LLC
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