COOPER/HAIMS ADVISORS, LLC

Registered adviser

CIK

1654033

Location

VICTOR, NY

Portfolio Value

Small $228,784,893

Diversification

Diversified

Filing Date

Global Rank

#6,039 / 8,827 ▼ 145 · as of Jun 2026

Top Industry

Consumer Electronics 15.4%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 124122

Roster of Nov 1, 2026

Regulatory AUM

$1,181,082,795

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Sep 2026 to Nov 2026	$1,181,082,795	Individuals and high net worth (97%)
Apr 2026 to Aug 2026	$1,152,418,068	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$939,160,232	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$852,596,326	Individuals and high net worth (96%)
May 2023 to Mar 2024	$880,841,883	Individuals and high net worth (78%)
Apr 2023	$880,841,883	Individuals and high net worth (78%)

4 earlier changes not shown.

Stated strategy

Multi-asset, Fixed income / rates, Wealth management / planning Form ADV Part 2A, Aug 19, 2026 · original

In the firm's words

Multi-asset: Asset allocation based on thorough and ongoing research on each asset class
Fixed income / rates: a mix of fixed-income and equity investments, including mutual funds and ETFs
Wealth management / planning: Our Investment Strategies management is core to how we support individuals and families in achieving their financial goals

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 79.2% of the book (60%+)

Turnover

Low turnover

11.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.7 quarters (12+), a floor since 64.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 76.3%; sector active share 66.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

118 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.3%

+0.2 pts

Top 5

65.8%

−0.1 pts

Top 10

78.7%

−0.5 pts

HHI

1,229

Diversified+13

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.6%	$182,105,707	57
Technology	9.5%	$21,687,383	13
Financial Services	2.1%	$4,813,060	10
Communication Services	1.6%	$3,675,619	5
Healthcare	1.4%	$3,179,656	8
Industrials	1.3%	$2,998,432	6
Consumer Cyclical	1.3%	$2,985,437	2
Energy	1.3%	$2,909,537	5
Consumer Defensive	1.1%	$2,534,821	7
Real Estate	0.7%	$1,610,837	3
Basic Materials	0.1%	$284,404	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	+38,300	238,330	$11,170,527
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+19,497	166,716	$7,895,669
REET	iShares Global REIT ETF	+13,572	613,882	$15,825,877
DFGR	Dimensional Global Real Estate ETF	+3,508	157,833	$4,269,382
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	+3,341	289,134	$25,096,831
SCHV	Schwab U.S. Large-Cap Value ETF	+3,083	17,113	$570,034
IWF	iShares Russell 1000 Growth ETF	+1,384	5,415	$678,282
INTC	Intel Corp	+922	7,526	$904,850
HOOD	Robinhood Markets, Inc.	+491	2,509	$282,262
MSFT	Microsoft Corp	+373	6,762	$3,468,229
IWD	iShares Russell 1000 Value ETF	+256	1,111	$275,450
BNL	Broadstone Net Lease, Inc.	+253	62,923	$1,164,075
JNJ	Johnson & Johnson	+231	2,187	$578,986
MRK	Merck & Co., Inc.	+196	2,646	$384,490
GOOGL	Alphabet Inc.	+180	3,688	$1,268,967
IIPR	Innovative Industrial Properties Inc	+129	4,508	$237,481
KO	Coca Cola Co	+121	5,966	$513,553
PG	PROCTER & GAMBLE Co	+101	3,299	$479,278
RDDT	Reddit, Inc.	+88	2,000	$284,880
LLY	ELI LILLY & Co	+87	399	$461,674
NVDA	Nvidia Corp	+87	12,964	$2,960,718
GE	General Electric Co	+71	1,008	$314,788
SCHM	Schwab U.S. Mid-Cap ETF	+68	23,616	$803,416
ORCL	Oracle Corp	+61	2,080	$285,584
BRK-B	Berkshire Hathaway Inc	+44	1,811	$901,787
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JCPB	JPMorgan Core Plus Bond ETF	−57,190	264,818	$11,858,550
PAYX	Paychex Inc	−30,876	30,740	$3,027,890
SCHE	Schwab Emerging Markets Equity ETF	−17,954	974,971	$35,537,692
SCHX	Schwab U.S. Large-Cap ETF	−4,584	409,489	$12,284,670
IREN	IREN Ltd	−2,976	7,037	$287,672
SCHZ	Schwab U.S. Aggregate Bond ETF	−2,888	141,806	$3,133,912
SCHA	Schwab U.S. Small-Cap ETF	−1,379	46,762	$1,525,844
SCHF	Schwab International Equity ETF	−1,163	47,647	$1,308,863
AAPL	Apple Inc.	−621	21,580	$7,186,571
GLW	Corning Inc	−520	7,690	$1,182,414
IAU	Ishares Gold Trust	−375	6,173	$482,111
IVV	iShares Core S&P 500 ETF	−269	27,676	$21,195,664
DIS	Walt Disney Co	−260	2,162	$226,793
CVX	Chevron Corp	−207	5,538	$1,130,914
VIG	Vanguard Specialized Funds	−200	5,886	$1,373,262
EEM	iShares MSCI Emerging Markets ETF	−185	12,007	$801,947
CAT	Caterpillar Inc	−155	1,491	$1,208,887
PEP	Pepsico Inc	−150	3,143	$398,280
AVGO	Broadcom Inc.	−143	1,524	$535,213
BABA	Alibaba Group Holding Ltd	−90	3,152	$338,966
IYY	iShares Dow Jones U.S. ETF	−76	1,849	$342,804
SPY	Spdr S&P 500 ETF Trust	−60	4,290	$3,271,682
COST	Costco Wholesale Corp	−53	323	$294,039
META	Meta Platforms, Inc.	−42	1,305	$946,359
UNH	Unitedhealth Group Inc	−36	689	$252,918
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
XMAG	Defiance Large Cap Ex-mag 7 ETF	25,692	$651,806
ESGV	VANGUARD ESG U.S. STOCK ETF	3,308	$448,333
SGOV	iShares 0-3 Month Treasury Bond ETF	3,001	$302,140
COP	Conocophillips	2,183	$273,202
CRWD	CrowdStrike Holdings, Inc.	1,015	$268,721
DHT	DHT Holdings, Inc.	10,000	$225,700
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	4,983	$225,480
SCHD	Schwab U.S. Dividend Equity ETF	6,723	$218,699
NOW	ServiceNow, Inc.	1,537	$205,973
MPC	Marathon Petroleum Corp	517	$204,432
VRTX	Vertex Pharmaceuticals Inc	389	$203,373
TRV	Travelers Companies, Inc.	569	$202,854
SPCX	Space Exploration Technologies Corp	1,326	$200,040
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	555	$265,051
WWD	Woodward, Inc.	600	$255,264
LRCX	Lam Research Corp	555	$240,498
SLV	iShares Silver Trust	4,094	$218,906
TJX	Tjx Companies Inc	1,417	$214,675
QCOM	Qualcomm Inc	1,133	$209,367
TSLA	Tesla, Inc.	492	$206,935
WEN	Wendy's Co	15,000	$124,350
EOSE	Eos Energy Enterprises, Inc.	17,533	$103,094
PMVP	PMV Pharmaceuticals, Inc.	39,021	$52,288
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $228,784,893 total · filing declares 119 positions · $229,250,756 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHE	Schwab Emerging Markets Equity ETF	Reduced	974,971	-17,954	$35,537,692	−1.3%	15.53%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Added	289,134	+3,341	$25,096,831	−0.8%	10.97%
IVV	iShares Core S&P 500 ETF	Reduced	27,676	-269	$21,195,664	+1.3%	9.26%
REET	iShares Global REIT ETF	Added	613,882	+13,572	$15,825,877	−4.6%	6.92%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	409,489	-4,584	$12,284,670	+0.8%	5.37%
JCPB	JPMorgan Core Plus Bond ETF	Reduced	264,818	-57,190	$11,858,550	−21.5%	5.18%
BNDX	Vanguard Total International Bond ETF	Added	238,330	+38,300	$11,170,527	+15.3%	4.88%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	166,716	+19,497	$7,895,669	+6.0%	3.45%
AAPL	Apple Inc. Technology	Reduced	21,580	-621	$7,186,571	+11.9%	3.14%
VOO	VANGUARD 500 INDEX FUND	Added	7,027	+10	$4,924,943	+2.2%	2.15%
DFGR	Dimensional Global Real Estate ETF	Added	157,833	+3,508	$4,269,382	−4.5%	1.87%
MSFT	Microsoft Corp Technology	Added	6,762	+373	$3,468,229	+45.5%	1.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,290	-60	$3,271,682	+0.7%	1.43%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	141,806	-2,888	$3,133,912	−6.4%	1.37%
PAYX	Paychex Inc Technology	Reduced	30,740	-30,876	$3,027,890	−50.0%	1.32%
NVDA	Nvidia Corp Technology	Added	12,964	+87	$2,960,718	+14.9%	1.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,622	+15	$2,646,471	+4.7%	1.16%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	66,517	-14	$2,389,955	+6.2%	1.04%
AVUS	Avantis U.S. Equity ETF	Added	14,145	+33	$1,811,833	+0.2%	0.79%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	46,762	-1,379	$1,525,844	−12.3%	0.67%
VIG	Vanguard Specialized Funds	Reduced	5,886	-200	$1,373,262	−4.6%	0.60%
SCHF	Schwab International Equity ETF	Reduced	47,647	-1,163	$1,308,863	−3.2%	0.57%
GOOGL	Alphabet Inc. Communication Services	Added	3,688	+180	$1,268,967	+1.2%	0.55%
CAT	Caterpillar Inc Industrials	Reduced	1,491	-155	$1,208,887	−31.0%	0.53%
GLW	Corning Inc Technology	Reduced	7,690	-520	$1,182,414	−43.6%	0.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,560	-23	$1,177,754	+0.4%	0.51%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Held	7,006	0	$1,164,957	+1.2%	0.51%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	62,923	+253	$1,164,075	−10.1%	0.51%
CVX	Chevron Corp Energy	Reduced	5,538	-207	$1,130,914	+18.8%	0.49%
XOM	ExxonMobil Holdings Corp Energy	Added	6,607	+32	$1,075,289	+19.6%	0.47%
IWM	iShares Russell 2000 ETF	Added	3,663	+40	$1,017,911	−6.5%	0.44%
GOOG	Alphabet Inc. Communication Services	Reduced	2,784	-34	$948,620	−4.7%	0.41%
META	Meta Platforms, Inc. Communication Services	Reduced	1,305	-42	$946,359	+24.7%	0.41%
INTC	Intel Corp Technology	Added	7,526	+922	$904,850	−1.9%	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,811	+44	$901,787	+2.0%	0.39%
HY	Hyster-Yale, Inc. Industrials	Held	25,611	0	$805,978	−10.2%	0.35%
SCHM	Schwab U.S. Mid-Cap ETF	Added	23,616	+68	$803,416	−7.5%	0.35%
EEM	iShares MSCI Emerging Markets ETF	Reduced	12,007	-185	$801,947	−3.8%	0.35%
VB	Vanguard Index Funds	Held	2,805	0	$797,994	−6.1%	0.35%
QQQ	Invesco Qqq Trust, Series 1	Added	1,062	+20	$785,635	+2.4%	0.34%
ABBV	AbbVie Inc. Healthcare	Added	2,831	+3	$740,561	+4.1%	0.32%
V	Visa Inc. Financial Services	Reduced	1,969	-23	$707,520	+3.5%	0.31%
IWF	iShares Russell 1000 Growth ETF	Added	5,415	+1,384	$678,282	+35.5%	0.30%
SGOL	abrdn Gold ETF Trust	Held	17,002	0	$672,599	+3.5%	0.29%
XMAG	Defiance Large Cap Ex-mag 7 ETF	NEW	25,692	NEW	$651,806	NEW	0.28%
AVDE	Avantis International Equity ETF	Added	6,883	+24	$620,227	+1.4%	0.27%
MU	Micron Technology Inc Technology	Added	565	+37	$601,787	−1.3%	0.26%
JNJ	Johnson & Johnson Healthcare	Added	2,187	+231	$578,986	+16.6%	0.25%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	17,113	+3,083	$570,034	+16.7%	0.25%
AMD	Advanced Micro Devices Inc Technology	Added	906	+11	$554,254	+6.6%	0.24%

Showing the top 50 of 118 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.