SEC 13F Intelligence

Copperwynd Financial, LLC / MGK

Copperwynd Financial, LLC’s Vanguard World Fd Position

Does Copperwynd Financial, LLC own Vanguard World Fd (MGK)? Yes — 74.7K shares worth $27M (+6.82% of its 13F portfolio) as of Q2 2025, up from 72.6K shares the prior filed quarter.

Position Value
$27M
Q2 2025
Shares
74.7K
% of Portfolio
+6.82%
Quarters Held
27
currently held

Position History MGK

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $12MQ3 ’20: $13MQ4 ’20: $14MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $19MQ4 ’21Q1 ’22: $14MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $10MQ4 ’22Q1 ’23: $12MQ2 ’23: $14MQ3 ’23: $13MQ4 ’23: $15MQ4 ’23Q1 ’24: $17MQ2 ’24: $20MQ3 ’24: $22MQ4 ’24: $24MQ4 ’24Q1 ’25: $22MQ2 ’25: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202574.7K$27M+6.82%
Q1 202572.6K$22M+6.18%
Q4 202470.6K$24M+6.69%
Q3 202468.0K$22M+6.59%
Q2 202465.0K$20M+6.52%
Q1 202460.1K$17M+6.20%
Q4 202359.2K$15M+6.11%
Q3 202357.6K$13M+6.13%
Q2 202358.6K$14M+6.43%
Q1 202359.6K$12M+6.22%
Q4 202258.8K$10M+5.69%
Q3 202260.6K$11M+6.08%
Q2 202260.3K$11M+6.44%
Q1 202260.2K$14M+5.87%
Q4 202172.2K$19M+7.14%
Q3 202170.6K$17M+6.84%
Q2 202169.4K$16M+6.81%
Q1 202169.7K$14M+6.48%
Q4 202070.3K$14M+6.91%
Q3 202071.8K$13M+7.08%
Q2 202072.8K$12M+6.82%
Q1 202069.3K$9M+4.17%
Q4 201970.7K$10M+5.46%
Q3 201971.6K$10M+5.58%
Q2 201969.4K$9M+5.17%
Q1 201966.9K$8M+4.98%
Q4 201867.1K$7M+4.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of MGK.