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Kopp Family Office, LLC
Kopp Family Office, LLC is a Minnesota-based single-family office serving the investment and financial interests of the Kopp family. Operating from its headquarters in Bloomington, MN, this private firm reports to the SEC as an institutional manager. The firm appears to specialize in managing a diversified portfolio for the family's assets. Due to its SEC filings, it is classified as a Family Office, typically catering exclusively to the financial affairs and investments of a single affluent family. Employee count for the firm is not publicly specified, but family offices are usually small, ranging from a handful to several dozen employees focused on investments, accounting, legal, and personal services.
Investment Strategy
Kopp Family Office, LLC reports holdings across a range of asset classes. Based on recent SEC 13F filings, it manages a diversified portfolio with significant positions in broad-market ETFs such as VEA (Vanguard FTSE Developed Markets), VWO (Vanguard FTSE Emerging Markets), RSP (Invesco S&P 500 Equal Weight), and AGG (iShares Core U.S. Aggregate Bond), suggesting an investment philosophy built on diversification, liquidity, and exposure to global equities and fixed income markets. The strategy likely emphasizes long-term capital preservation, risk management, and steady growth appropriate for family wealth management.
Latest 13F Filing Activity
Kopp Family Office, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 26 equity positions with a total 13F market value of $154M. The fund increased holdings in Xometry Inc., Invesco Exchange Traded FD T, Viridian Therapeutics Inc. among other positions. Kopp Family Office, LLC reduced exposure to Vimeo Inc., Neogenomics Inc., Inspire Med SYS Inc. among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 19.21% | $29.5M | 492,575 | $42.30 | $59.92 | +$775.7K |
V VWO | VANGUARD INTL EQUITY INDEX F | 12.21% | $18.8M | 346,080 | $39.13 | $54.18 | +$1.0M |
R RSP | INVESCO EXCHANGE TRADED FD T | 9.82% | $15.1M | 79,505 | $181.50 | $189.70 | +$1.4M |
I IJH | ISHARES TR | 7.83% | $12.0M | 184,293 | $62.19 | $65.26 | +$1.3M |
A AGG | ISHARES TR | 7.54% | $11.6M | 115,580 | $100.76 | $100.25 | +$637.2K |
Industry Allocation
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