Cooper/haims Advisors, LLC holds a focused book of 115 stocks worth $232.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Hyster-Yale Inc and trimmed Schwab Emrg MRKTS Eqty ETF. Their largest long position is Schwab Emrg MRKTS Eqty ETF at 15% of the equity book. They also disclosed $47K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +15% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.3 points over this window.
Growth of $10,000 cloning Cooper/haims Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cooper/haims Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $611.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $565.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.9B |
| CWM, LLC | 80 / 80 | $8.1B |
| Allworth Financial LP | 80 / 80 | $6.6B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.2B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.1B |
Ranked by how many of Cooper/haims Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR EMRG MKTEQ ETF | $36.0M | 992.9K | 15.5% | ▼−5.9% Reduced · −62K sh | |
| 2 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $25.3M | 285.8K | 10.9% | ▲+0.8% Added · +2K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $20.9M | 27.9K | 9.0% | ▼−0.1% Reduced · −17 sh | |
| 4 | Ishares TR GLOBAL REIT ETF | $16.6M | 600.3K | 7.1% | ▲+1.9% Added · +11K sh | |
| 5 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $15.1M | 322.0K | 6.5% | ▼−0.5% Reduced · −2K sh | |
| 6 | Schwab Strategic TR US LRG CAP ETF | $12.2M | 414.1K | 5.2% | ▼−1.8% Reduced · −8K sh | |
| 7 | Vanguard Charlotte FDS TOTAL INT BD ETF | $9.7M | 200.0K | 4.2% | ▲+1.2% Added · +2K sh | |
| 8 | Vanguard Mun BD FDS TAX EXEMPT BD | $7.4M | 147.2K | 3.2% | ▼−9.1% Reduced · −15K sh | |
| 9 | Apple Inc COM | $6.4M | 22.2K | 2.8% | ▼−3.4% Reduced · −773 sh | |
| 10 | Paychex Inc COM | $6.1M | 61.6K | 2.6% | ▼−22% Reduced · −17K sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $4.8M | 7.0K | 2.1% | ▲+8.4% Added · +544 sh | |
| 12 | Dimensional ETF Trust GLOBAL REAL EST | $4.5M | 154.3K | 1.9% | ▲+0.9% Added · +1K sh | |
| 13 | Schwab Strategic TR US AGGREGATE B | $3.3M | 144.7K | 1.4% | ▲+0.1% Added · +166 sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $3.2M | 4.3K | 1.4% | ▲+0.1% Added · +5 sh | |
| 15 | Nvidia Corporation COM | $2.6M | 12.9K | 1.1% | ▲+13% Added · +1K sh | |
| 16 | Amazon Com Inc COM | $2.5M | 10.6K | 1.1% | ▼−10% Reduced · −1K sh | |
| 17 | Microsoft Corp COM | $2.4M | 6.4K | 1.0% | ▼−2.5% Reduced · −163 sh | |
| 18 | Schwab Strategic TR US LCAP GR ETF | $2.3M | 66.5K | 1.0% | ▼−2.9% Reduced · −2K sh | |
| 19 | Corning Inc COM | $2.1M | 8.2K | 0.9% | ▲+12% Added · +848 sh | |
| 20 | American Centy ETF TR US EQT ETF | $1.8M | 14.1K | 0.8% | ▲+0.3% Added · +38 sh | |
| 21 | Caterpillar Inc COM | $1.8M | 1.6K | 0.8% | ▲+1.2% Added · +19 sh | |
| 22 | Schwab Strategic TR US SML CAP ETF | $1.7M | 48.1K | 0.7% | ▼−0.3% Reduced · −137 sh | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $1.4M | 6.1K | 0.6% | —Held | |
| 24 | Schwab Strategic TR INTL EQTY ETF | $1.4M | 48.8K | 0.6% | ▼−2.0% Reduced · −988 sh | |
| 25 | Broadstone Net Lease Inc COM | $1.3M | 62.7K | 0.6% | ▲+0.4% Added · +275 sh | |
| 26 | Alphabet Inc CAP STK CL A | $1.3M | 3.5K | 0.5% | ▲+6.8% Added · +224 sh | |
| 27 | JPMorgan Chase & Co COM | $1.2M | 3.6K | 0.5% | ▼−17% Reduced · −731 sh | |
| 28 | Ishares TR CORE S&P TTL STK | $1.2M | 7.0K | 0.5% | —Held | |
| 29 | Ishares TR RUSSELL 2000 ETF | $1.1M | 3.6K | 0.5% | —Held | |
| 30 | Alphabet Inc CAP STK CL C | $996K | 2.8K | 0.4% | ▼−11% Reduced · −363 sh | |
| 31 | Chevron Corporation COM | $952K | 5.7K | 0.4% | ▲+0.4% Added · +22 sh | |
| 32 | Intel Corp COM | $922K | 6.6K | 0.4% | ▼−5.1% Reduced · −352 sh | |
| 33 | Exxon Mobil Corp COM | $899K | 6.6K | 0.4% | ▼−1.2% Reduced · −82 sh | |
| 34 | Hyster-Yale Inc CL A | $898K | 25.6K | 0.4% | ▲New New position | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $884K | 1.8K | 0.4% | ▲+4.5% Added · +76 sh | |
| 36 | Schwab Strategic TR US MID-CAP ETF | $868K | 23.5K | 0.4% | ▼~0% Reduced · −10 sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $850K | 2.8K | 0.4% | ▲~0% Added · +1 sh | |
| 38 | Ishares TR MSCI EMG MKT ETF | $834K | 12.2K | 0.4% | ▼−2.4% Reduced · −297 sh | |
| 39 | Invesco QQQ TR UNIT SER 1 | $768K | 1.0K | 0.3% | ▲+13% Added · +119 sh | |
| 40 | Meta Platforms Inc CL A | $759K | 1.3K | 0.3% | ▲+15% Added · +171 sh | |
| 41 | Abbvie Inc COM | $712K | 2.8K | 0.3% | ▲+2.4% Added · +67 sh | |
| 42 | Visa Inc COM CL A | $684K | 2.0K | 0.3% | ▲+7.8% Added · +145 sh | |
| 43 | Etfs Gold TR PHYSCL GOLD SHS | $650K | 17.0K | 0.3% | —Held | |
| 44 | International Business Machs COM | $645K | 2.3K | 0.3% | ▼−20% Reduced · −582 sh | |
| 45 | Broadcom Inc COM | $630K | 1.7K | 0.3% | ▲+9.2% Added · +141 sh | |
| 46 | American Centy ETF TR INTL EQT ETF | $612K | 6.9K | 0.3% | ▲+1.3% Added · +90 sh | |
| 47 | Micron Technology Inc COM | $609K | 528 | 0.3% | ▲New New position | |
| 48 | Advanced Micro Devices Inc COM | $520K | 895 | 0.2% | ▲New New position | |
| 49 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $513K | 8.6K | 0.2% | ▼−0.3% Reduced · −22 sh | |
| 50 | Ishares TR RUS 1000 GRW ETF | $500K | 4.0K | 0.2% | ▲+300% Added · +3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1654033/holdings"
Use Arkolith to show COOPER/HAIMS ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | EOS ENERGY ENTERPRISES INCEOSE | $47K | 8K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.