COOPER/HAIMS ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, COOPER/HAIMS ADVISORS, LLC held in its portfolio 99 assets valued at $220,031,097 (i.e. $220.03M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($38.85M), VANGUARD INTL EQUITY INDEX F ($23.49M), and ISHARES TR ($19.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 99 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
COOPER/HAIMS ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1186145 | 38846242 | EMRG MKTEQ ETF |
| VANGUARD INTL EQUITY INDEX F | 280924 | 23488068 | FTSE EUROPE ETF |
| ISHARES TR | 35792 | 19419724 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 324028 | 15342710 | CORE PLUS BD ETF |
| ISHARES TR | 562760 | 14040867 | GLOBAL REIT ETF |
| SCHWAB STRATEGIC TR | 430994 | 11598053 | US LRG CAP ETF |
| VANGUARD CHARLOTTE FDS | 194110 | 9379392 | TOTAL INT BD ETF |
| PAYCHEX INC | 78546 | 8811290 | COM |
| VANGUARD MUN BD FDS | 166552 | 8375897 | TAX EXEMPT BD |
| APPLE INC | 22764 | 6188567 | COM |
| VANGUARD INDEX FDS | 6462 | 4052352 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 146856 | 3879935 | GLOBAL REAL EST |
| SCHWAB STRATEGIC TR | 147264 | 3441555 | US AGGREGATE B |
| MICROSOFT CORP | 7077 | 3422668 | COM |
| SPDR S&P 500 ETF TR | 4447 | 3032811 | TR UNIT |
| AMAZON COM INC | 10691 | 2467697 | COM |
| SCHWAB STRATEGIC TR | 74027 | 2414777 | US LCAP GR ETF |
| NVIDIA CORPORATION | 11510 | 2146654 | COM |
| AMERICAN CENTY ETF TR | 14044 | 1569827 | US EQT ETF |
| SCHWAB STRATEGIC TR | 48997 | 1395422 | US SML CAP ETF |
| VANGUARD SPECIALIZED FUNDS | 6086 | 1337581 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 52456 | 1261049 | INTL EQTY ETF |
| ALPHABET INC | 3506 | 1097306 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 3376 | 1087793 | COM |
| BROADSTONE NET LEASE INC | 62107 | 1078791 | COM |
| ISHARES TR | 6556 | 974812 | CORE S&P TTL STK |
| CATERPILLAR INC | 1579 | 904364 | COM |
| CHEVRON CORP NEW | 5884 | 896832 | COM |
| ALPHABET INC | 2842 | 891820 | CAP STK CL C |
| ISHARES TR | 3623 | 891766 | RUSSELL 2000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 1741 | 875114 | CL B NEW |
| META PLATFORMS INC | 1320 | 871523 | CL A |
| INTERNATIONAL BUSINESS MACHS | 2877 | 852281 | COM |
| EXXON MOBIL CORP | 6593 | 793402 | COM |
| ISHARES TR | 13286 | 726875 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 2804 | 723168 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 23387 | 703243 | US MID-CAP ETF |
| VISA INC | 1847 | 647838 | COM CL A |
| CORNING INC | 7342 | 642866 | COM |
| ABBVIE INC | 2718 | 620928 | COM |
| INVESCO QQQ TR | 946 | 581292 | UNIT SER 1 |
| AMERICAN CENTY ETF TR | 6761 | 556604 | INTL EQT ETF |
| ISHARES GOLD TR | 6548 | 531501 | ISHARES NEW |
| ALIBABA GROUP HLDG LTD | 3371 | 494121 | SPONSORED ADS |
| PEPSICO INC | 3393 | 487032 | COM |
| JOHNSON & JOHNSON | 2338 | 483949 | COM |
| BANK AMERICA CORP | 8787 | 483265 | COM |
| ISHARES TR | 1008 | 476967 | RUS 1000 GRW ETF |
| CONSTELLATION BRANDS INC | 3335 | 460157 | CL A |
| VANGUARD INTL EQUITY INDEX F | 8549 | 459593 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 14667 | 434289 | US LCAP VA ETF |
| BROADCOM INC | 1247 | 431587 | COM |
| PROCTER AND GAMBLE CO | 2966 | 425046 | COM |
| ABBOTT LABS | 3366 | 421726 | COM |
| VANGUARD INDEX FDS | 1227 | 411376 | TOTAL STK MKT |
| GABELLI DIVID & INCOME TR | 14784 | 410552 | COM |
| COCA COLA CO | 5781 | 404182 | COM |
| ETFS GOLD TR | 9669 | 397203 | PHYSCL GOLD SHS |
| VANGUARD SCOTTSDALE FDS | 1285 | 397116 | VNG RUS1000IDX |
| ORACLE CORP | 2031 | 395892 | COM |
| B & G FOODS INC NEW | 83976 | 361097 | COM |
| J P MORGAN EXCHANGE TRADED F | 7295 | 358039 | US VALUE FACTR |
| ISHARES TR | 2044 | 338888 | DOW JONES US ETF |
| VANGUARD ADMIRAL FDS INC | 748 | 332413 | 500 GRTH IDX F |
| ELI LILLY & CO | 300 | 322404 | COM |
| ISHARES TR | 12706 | 307866 | IBONDS DEC2026 |
| VANGUARD INTL EQUITY INDEX F | 4153 | 305495 | ALLWRLD EX US |
| GE AEROSPACE | 951 | 293062 | COM NEW |
| VANGUARD INDEX FDS | 3163 | 279867 | REAL ESTATE ETF |
| STRYKER CORPORATION | 789 | 277310 | COM |
| WALMART INC | 2396 | 266938 | COM |
| ISHARES TR | 3148 | 266466 | CORE MSCI TOTAL |
| ISHARES TR | 10407 | 265691 | IBONDS DEC 2032 |
| COSTCO WHSL CORP NEW | 303 | 261289 | COM |
| ISHARES TR | 10729 | 260500 | IBONDS 27 ETF |
| SERVICENOW INC | 1685 | 258125 | COM |
| SPDR GOLD TR | 647 | 256413 | GOLD SHS |
| ISHARES TR | 10000 | 256370 | IBONDS DEC 26 |
| MERCK & CO INC | 2400 | 252624 | COM |
| DISNEY WALT CO | 2159 | 245590 | COM |
| MASTERCARD INCORPORATED | 416 | 237486 | CL A |
| INTEL CORP | 6419 | 236844 | COM |
| PITNEY BOWES INC | 22406 | 236831 | COM |
| ISHARES TR | 2413 | 231722 | MSCI EAFE ETF |
| JONES LANG LASALLE INC | 685 | 230482 | COM |
| EATON VANCE TAX ADVT DIV INC | 9144 | 230246 | COM |
| TJX COS INC NEW | 1452 | 223042 | COM |
| UNITEDHEALTH GROUP INC | 658 | 217082 | COM |
| ISHARES TR | 8230 | 209495 | IBDS DEC28 ETF |
| ISHARES TR | 1472 | 207788 | S&P SML 600 GWT |
| HONEYWELL INTL INC | 1061 | 206921 | COM |
| ISHARES TR | 2194 | 206587 | MSCI USA MIN VOL |
| NETFLIX INC | 2195 | 205803 | COM |
| VANGUARD INDEX FDS | 420 | 205106 | GROWTH ETF |
| ISHARES TR | 2834 | 201157 | CORE MSCI EURO |
| L3HARRIS TECHNOLOGIES INC | 684 | 200802 | COM |
| NEUBERGER NEXT GENERATION | 13307 | 192153 | COMMON STOCK |
| EATON VANCE TAX-MANAGED GLOB | 14746 | 140529 | COM |
| USA TODAY CO INC | 20828 | 107264 | COM |
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