Cooper/Haims Advisors, LLC ETF holdings
Victor, NY
Reported $183.5M in 53 ETFs in its Form 13F for June 30, 2026.
ETF value
$183.5M
ETFs held
53
Change from prior quarter
+8.2%
With price moves
ETFs as a share of its 13F
79.0%
of $232.4M
Top 10 of 53 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHE | Schwab Emerging Markets Equity ETF | $36.0M | 992,925 | −62,386 shares |
| VGK | Vanguard FTSE Europe ETF | $25.3M | 285,793 | +2,403 shares |
| IVV | iShares Core S&P 500 ETF | $20.9M | 27,945 | −17 shares |
| REET | iShares Global REIT ETF | $16.6M | 600,310 | +11,085 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $15.1M | 322,008 | −1,581 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $12.2M | 414,073 | −7,684 shares |
| BNDX | Vanguard Total International Bond ETF | $9.7M | 200,030 | +2,431 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $7.4M | 147,219 | −14,654 shares |
| VOO | Vanguard S&P 500 ETF | $4.8M | 7,017 | +544 shares |
| DFGR | Dimensional Global Real Estate ETF | $4.5M | 154,325 | +1,436 shares |
43 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001654033. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cooper/Haims Advisors, LLC own?
Cooper/Haims Advisors, LLC reported 53 ETF positions worth $183.5M in its Form 13F for June 30, 2026. The largest was SCHE, at $36.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.