Copperwynd Financial, LLC

CIK 0001687832 • 2 13F filings • May 5, 2025 – Jul 24, 2025

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Filer information

Filed by: Copperwynd Financial, LLC, CCO
Address: 14256 N. NORTHSIGHT BLVD., SUITE B-115, SCOTTSDALE, AZ, 85260
Phone: 6023631801
AUM: $400.8M

AUM over time

$400.8M latest

Sector allocation over time

Past 2 quarters

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $400.8M156 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.2M	0.8%Prev: 0.8%	21,154 SH	Increased+498 SH
ABBOTT LABS	COM	$1.3M	0.3%Prev: 0.4%	9,428 SH	Decreased-1,394 SH
ABBVIE INC	COM	$430K	0.1%Prev: 0.1%	2,319 SH	Decreased+22 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.0M	0.3%Prev: 0.3%	3,490 SH	Increased+327 SH
ADOBE INC	COM	$1.7M	0.4%Prev: 0.4%	4,480 SH	Increased+751 SH
AFLAC INC	COM	$286K	0.1%Prev: 0.1%	2,711 SH	Increased+153 SH
AIRBNB INC	COM CL A	$1.0M	0.3%Prev: 0.3%	7,893 SH	Increased+144 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.4%Prev: 0.4%	8,789 SH	Increased+13 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.4%Prev: 0.4%	9,540 SH	Increased+85 SH
AMAZON COM INC	COM	$3.4M	0.8%Prev: 0.8%	15,414 SH	Increased+226 SH
AMERIPRISE FINL INC	COM	$1.3M	0.3%Prev: 0.3%	2,502 SH	Increased-28 SH
AMGEN INC	COM	$573K	0.1%Prev: 0.1%	2,054 SH	Increased+1,165 SH
AON PLC	SHS CL A	$961K	0.2%	2,693 SH	New
APPLE INC	COM	$12.7M	3.2%Prev: 3.1%	61,907 SH	Increased+10,955 SH
APPLIED MATLS INC	COM	$953K	0.2%Prev: 0.2%	5,205 SH	Increased+131 SH
APPLOVIN CORP	COM CL A	$3.0M	0.7%Prev: 0.6%	8,434 SH	Increased+391 SH
APTIV PLC	COM SHS	$692K	0.2%Prev: 0.2%	10,144 SH	Increased+329 SH
ARES CAPITAL CORP	COM	$3.5M	0.9%Prev: 1.0%	158,166 SH	Decreased-1,565 SH
AT&T INC	COM	$2.8M	0.7%	98,156 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$217K	0.1%	703 SH	New
AXON ENTERPRISE INC	COM	$445K	0.1%Prev: 0.1%	537 SH	Increased-40 SH
BANK AMERICA CORP	COM	$966K	0.2%Prev: 0.2%	20,412 SH	Increased-17 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	0.6%Prev: 0.7%	4,849 SH	Decreased+151 SH
BROADCOM INC	COM	$5.9M	1.5%Prev: 1.0%	21,558 SH	Increased+680 SH
BROWN & BROWN INC	COM	$265K	0.1%Prev: 0.1%	2,394 SH	Decreased+136 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$217K	0.1%Prev: 0.1%	2,260 SH	Increased+218 SH
CARDINAL HEALTH INC	COM	$324K	0.1%Prev: 0.1%	1,929 SH	Increased+4 SH
CATERPILLAR INC	COM	$718K	0.2%Prev: 0.2%	1,849 SH	Decreased-655 SH
CBRE GROUP INC	CL A	$846K	0.2%Prev: 0.2%	6,040 SH	Increased+63 SH
CELANESE CORP DEL	COM	$502K	0.1%Prev: 0.1%	9,071 SH	Increased+1,248 SH
CHEVRON CORP NEW	COM	$834K	0.2%Prev: 0.3%	5,825 SH	Decreased+169 SH
CHUBB LIMITED	COM	$228K	0.1%Prev: 0.1%	786 SH	Increased+71 SH
CINCINNATI FINL CORP	COM	$255K	0.1%Prev: 0.1%	1,711 SH	Increased+108 SH
CINTAS CORP	COM	$291K	0.1%Prev: 0.1%	1,306 SH	Increased+50 SH
CISCO SYS INC	COM	$1.2M	0.3%Prev: 0.3%	17,821 SH	Increased-90 SH
CONOCOPHILLIPS	COM	$781K	0.2%Prev: 0.2%	8,707 SH	Decreased+147 SH
CONSTELLATION BRANDS INC	CL A	$604K	0.2%Prev: 0.2%	3,715 SH	Decreased-216 SH
COSTAR GROUP INC	COM	$966K	0.2%Prev: 0.2%	12,018 SH	Increased+2,936 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.4%Prev: 0.4%	1,567 SH	Decreased-84 SH
CUMMINS INC	COM	$1.1M	0.3%Prev: 0.3%	3,321 SH	Increased+60 SH
CVS HEALTH CORP	COM	$850K	0.2%Prev: 0.2%	12,316 SH	Increased-55 SH
D R HORTON INC	COM	$602K	0.2%Prev: 0.2%	4,669 SH	Increased+192 SH
DANAHER CORPORATION	COM	$797K	0.2%Prev: 0.2%	4,034 SH	Decreased+138 SH
DARDEN RESTAURANTS INC	COM	$1.2M	0.3%Prev: 0.3%	5,298 SH	Increased-121 SH
DIAMONDBACK ENERGY INC	COM	$267K	0.1%Prev: 0.2%	1,945 SH	Decreased-3,537 SH
DISNEY WALT CO	COM	$981K	0.2%Prev: 0.2%	7,911 SH	Increased+333 SH
DOVER CORP	COM	$313K	0.1%Prev: 0.1%	1,706 SH	Increased+102 SH
DTE ENERGY CO	COM	$874K	0.2%Prev: 0.3%	6,601 SH	Decreased-7 SH
EAST WEST BANCORP INC	COM	$281K	0.1%Prev: 0.1%	2,784 SH	Decreased-898 SH
ECOLAB INC	COM	$278K	0.1%Prev: 0.1%	1,033 SH	Increased+61 SH
ELI LILLY & CO	COM	$1.2M	0.3%Prev: 0.4%	1,482 SH	Decreased-288 SH
ENTERPRISE PRODS PARTNERS L	COM	$386K	0.1%Prev: 0.1%	12,450 SH	Decreased+583 SH
ESSEX PPTY TR INC	COM	$239K	0.1%Prev: 0.1%	842 SH	Decreased+53 SH
EXXON MOBIL CORP	COM	$230K	0.1%Prev: 0.2%	2,136 SH	Decreased-3,903 SH
FASTENAL CO	COM	$255K	0.1%Prev: 0.1%	6,083 SH	Increased+3,198 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$217K	0.1%	1,100 SH	New
FISERV INC	COM	$989K	0.2%Prev: 0.3%	5,736 SH	Decreased+39 SH
GARTNER INC	COM	$943K	0.2%Prev: 0.3%	2,332 SH	Increased+150 SH
GE AEROSPACE	COM NEW	$4.5M	1.1%Prev: 1.0%	17,348 SH	Increased+55 SH
GLACIER BANCORP INC NEW	COM	$17.5M	4.4%Prev: 5.0%	407,359 SH	Decreased
GRAINGER W W INC	COM	$257K	0.1%Prev: 0.1%	247 SH	Increased+13 SH
HOME DEPOT INC	COM	$1.4M	0.3%Prev: 0.3%	3,707 SH	Increased+312 SH
HP INC	COM	$685K	0.2%Prev: 0.2%	28,005 SH	Decreased+1,353 SH
INCYTE CORP	COM	$883K	0.2%Prev: 0.2%	12,960 SH	Increased+213 SH
INTEL CORP	COM	$701K	0.2%Prev: 0.2%	31,316 SH	Decreased-6,100 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.5M	0.4%Prev: 0.4%	5,233 SH	Increased+24 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$11.4M	2.8%	50,120 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$240K	0.1%	11,461 SH	New
INVESCO QQQ TR	UNIT SER 1	$581K	0.1%Prev: 6.9%	1,054 SH	Decreased-52,174 SH
ISHARES GOLD TR	ISHARES NEW	$390K	0.1%	6,258 SH	New
ISHARES TR	CORE S&P500 ETF	$272K	0.1%Prev: 0.1%	438 SH	Decreased-100 SH
ISHARES TR	CORE US AGGBD ET	$7.9M	2.0%Prev: 1.1%	79,180 SH	Increased+39,688 SH
ISHARES TR	EAFE SML CP ETF	$9.1M	2.3%	124,832 SH	New
ISHARES TR	MSCI EAFE ETF	$4.7M	1.2%Prev: 0.4%	52,530 SH	Increased+33,225 SH
ISHARES TR	RUS 1000 ETF	$28.9M	7.2%Prev: 6.9%	85,117 SH	Increased+4,127 SH
ISHARES TR	RUSSELL 2000 ETF	$204K	0.1%	946 SH	New
ISHARES TR	SHORT TREAS BD	$3.0M	0.8%Prev: 0.8%	27,267 SH	Increased+1,530 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.5M	0.6%Prev: 0.7%	49,084 SH	Increased+494 SH
JPMORGAN CHASE & CO.	COM	$1.5M	0.4%Prev: 0.3%	5,060 SH	Increased+64 SH
KEURIG DR PEPPER INC	COM	$774K	0.2%Prev: 0.2%	23,427 SH	Decreased+242 SH
KINDER MORGAN INC DEL	COM	$220K	0.1%Prev: 0.1%	7,496 SH	Increased-130 SH
KLA CORP	COM NEW	$1.5M	0.4%Prev: 0.3%	1,654 SH	Increased-23 SH
LENDINGCLUB CORP	COM NEW	$1.2M	0.3%Prev: 0.3%	99,880 SH	Increased-4,717 SH
LKQ CORP	COM	$713K	0.2%Prev: 0.2%	19,273 SH	Decreased-2 SH
LOCKHEED MARTIN CORP	COM	$212K	0.1%Prev: 0.1%	457 SH	Increased+8 SH
LOWES COS INC	COM	$983K	0.2%Prev: 0.3%	4,432 SH	Decreased+89 SH
MASTERCARD INCORPORATED	CL A	$2.2M	0.6%Prev: 0.7%	3,938 SH	Decreased-382 SH
MCKESSON CORP	COM	$1.7M	0.4%Prev: 0.4%	2,258 SH	Increased-57 SH
MERCK & CO INC	COM	$1.7M	0.4%Prev: 0.5%	21,144 SH	Decreased+487 SH
META PLATFORMS INC	CL A	$6.2M	1.6%Prev: 1.3%	8,433 SH	Increased+164 SH
METLIFE INC	COM	$975K	0.2%Prev: 0.3%	12,124 SH	Increased+109 SH
MICROSOFT CORP	COM	$5.4M	1.4%Prev: 1.1%	10,917 SH	Increased-142 SH
MSCI INC	COM	$1.0M	0.3%Prev: 0.3%	1,793 SH	Increased+20 SH
NETFLIX INC	COM	$5.2M	1.3%Prev: 0.6%	3,848 SH	Increased+1,432 SH
NVIDIA CORPORATION	COM	$3.4M	0.8%Prev: 1.4%	21,406 SH	Decreased-24,389 SH
ORACLE CORP	COM	$2.7M	0.7%Prev: 0.4%	12,517 SH	Increased+1,589 SH
OREILLY AUTOMOTIVE INC	COM	$3.3M	0.8%Prev: 0.9%	36,179 SH	Decreased+33,787 SH
PAYCOM SOFTWARE INC	COM	$1.0M	0.3%Prev: 0.4%	4,351 SH	Decreased-1,480 SH
PENTAIR PLC	SHS	$287K	0.1%Prev: 0.1%	2,796 SH	Increased+171 SH
PHILIP MORRIS INTL INC	COM	$3.9M	1.0%Prev: 0.9%	21,244 SH	Increased-292 SH
PIMCO CORPORATE & INCOME OPP	COM	$381K	0.1%Prev: 0.1%	27,411 SH	Decreased+628 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$922K	0.2%Prev: 0.2%	10,955 SH	Increased+72 SH
QUANTA SVCS INC	COM	$2.2M	0.5%Prev: 0.4%	5,797 SH	Increased-275 SH
REGENERON PHARMACEUTICALS	COM	$569K	0.1%Prev: 0.2%	1,084 SH	Decreased+81 SH
ROPER TECHNOLOGIES INC	COM	$957K	0.2%Prev: 0.3%	1,688 SH	Decreased+3 SH
S&P GLOBAL INC	COM	$255K	0.1%Prev: 0.1%	484 SH	Increased+29 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$227K	0.1%	9,959 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$245K	0.1%	9,984 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$321K	0.1%	12,818 SH	New
SCHWAB STRATEGIC TR	MORTGAGE BACKED	$255K	0.1%	9,997 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$703K	0.2%	29,519 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$203K	0.1%	6,949 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$6.6M	1.6%Prev: 1.6%	261,078 SH	Increased+19,696 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$249K	0.1%	984 SH	New
SERVICENOW INC	COM	$1.3M	0.3%Prev: 0.3%	1,287 SH	Increased-122 SH
SHERWIN WILLIAMS CO	COM	$1.0M	0.3%Prev: 0.3%	3,019 SH	Increased+65 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.2M	0.3%	10,417 SH	New
SOUTHWEST AIRLS CO	COM	$529K	0.1%Prev: 0.2%	16,301 SH	Decreased
SPDR GOLD TR	GOLD SHS	$950K	0.2%Prev: 0.3%	3,118 SH	Increased-107 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.7M	1.7%Prev: 5.5%	10,897 SH	Decreased-24,786 SH
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$2.3M	0.6%	25,013 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$242K	0.1%	2,488 SH	New
STARBUCKS CORP	COM	$1.3M	0.3%Prev: 0.1%	14,608 SH	Increased+11,255 SH
STMICROELECTRONICS N V	NY REGISTRY	$255K	0.1%	8,380 SH	New
STRYKER CORPORATION	COM	$973K	0.2%Prev: 0.3%	2,459 SH	Increased+15 SH
T-MOBILE US INC	COM	$215K	0.1%	904 SH	New
TARGET CORP	COM	$623K	0.2%Prev: 0.2%	6,317 SH	Increased+531 SH
TESLA INC	COM	$6.5M	1.6%Prev: 1.4%	20,390 SH	Increased+523 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.6M	0.4%Prev: 0.5%	4,031 SH	Decreased+601 SH
TPI COMPOSITES INC	COM	$17K	0.0%Prev: 0.0%	20,256 SH	Increased
TRACTOR SUPPLY CO	COM	$308K	0.1%Prev: 0.1%	5,843 SH	Decreased+7 SH
TRAVELERS COMPANIES INC	COM	$1.1M	0.3%Prev: 0.3%	4,087 SH	Increased+63 SH
TYSON FOODS INC	CL A	$718K	0.2%Prev: 0.2%	12,831 SH	Decreased+88 SH
UNION PAC CORP	COM	$844K	0.2%Prev: 0.2%	3,668 SH	Decreased+68 SH
UNITED PARCEL SERVICE INC	CL B	$254K	0.1%Prev: 0.1%	2,512 SH	Decreased+207 SH
UNITED RENTALS INC	COM	$992K	0.2%Prev: 0.2%	1,317 SH	Increased+22 SH
UNITEDHEALTH GROUP INC	COM	$836K	0.2%Prev: 0.3%	2,680 SH	Decreased+410 SH
VALERO ENERGY CORP	COM	$951K	0.2%Prev: 0.3%	7,072 SH	Increased+123 SH
VANGUARD INDEX FDS	GROWTH ETF	$32.2M	8.0%Prev: 0.1%	73,454 SH	Increased+72,687 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	0.7%	33,624 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.7M	1.7%Prev: 0.2%	11,880 SH	Increased+10,421 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$202K	0.1%	1,037 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$295K	0.1%Prev: 1.3%	972 SH	Decreased-16,776 SH
VANGUARD INDEX FDS	VALUE ETF	$23.9M	6.0%Prev: 6.1%	135,480 SH	Increased+7,030 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.3M	2.6%Prev: 3.0%	209,056 SH	Decreased-27,420 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$21.8M	5.4%Prev: 6.5%	382,216 SH	Decreased-83,442 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$694K	0.2%Prev: 0.2%	5,207 SH	Decreased-183 SH
VANGUARD WORLD FD	INF TECH ETF	$214K	0.1%	323 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$27.3M	6.8%Prev: 6.2%	74,678 SH	Increased+2,111 SH
VERIZON COMMUNICATIONS INC	COM	$785K	0.2%Prev: 0.3%	18,136 SH	Decreased-5,322 SH
VISA INC	COM CL A	$1.6M	0.4%Prev: 0.5%	4,576 SH	Decreased-734 SH
WABTEC	COM	$1.2M	0.3%Prev: 0.3%	5,629 SH	Increased-82 SH
WALMART INC	COM	$3.5M	0.9%Prev: 0.8%	36,115 SH	Increased+2,933 SH
WORKDAY INC	CL A	$983K	0.2%Prev: 0.3%	4,094 SH	Increased-87 SH
WORLD GOLD TR	SPDR GLD MINIS	$3.0M	0.7%Prev: 0.9%	45,065 SH	Decreased-5,578 SH
ZOETIS INC	CL A	$1.0M	0.3%Prev: 0.3%	6,448 SH	Decreased+339 SH

Sold (vs prior filing)

COPART INC — $3.0M
FORD MTR CO — $206K
ISHARES BITCOIN TRUST ETF — $214K
ISHARES TR — $2.5M
ISHARES TR — $10.8M
JANUS DETROIT STR TR — $2.3M
NOVO-NORDISK A S — $712K
OCCIDENTAL PETE CORP — $209K
SHOPIFY INC — $1.3M
SPDR SER TR — $2.7M
SPX TECHNOLOGIES INC — $248K
VANECK ETF TRUST — $384K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jul 24, 2025	Q2 2025	13F-HR	0001687832-25-000003	$400.8M	View
May 5, 2025	Q1 2025	13F-HR	0001687832-25-000002	$362.5M	View