Copley Financial Group, Inc.
Copley Financial Group, Inc. is an independent investment adviser based in San Diego, California. The firm manages investment portfolios for individuals and institutions. Its regulatory filings date back to recent years and it is incorporated in California. With a lean professional team, Copley specializes in strategic portfolio management and caters to clients seeking diversified allocation across public equity and fixed income instruments.
Investment Strategy
Copley Financial Group utilizes a diversified, multi-asset strategy focused primarily on U.S. and global exchange-traded funds (ETFs) that seek sector rotation, value, and growth. The firm emphasizes long-term portfolio construction through tactical allocation across sectors, individual equities, and fixed income vehicles. Its holdings reflect a dynamic rebalancing approach intended to capture opportunities in market rotations and capitalize on thematic investments within U.S. and global markets.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SECT | NORTHERN LTS FD TR IV | 12.99% | $17.5M | 301,629 | $54.28 | $58.07 | -$14.1K |
S SPAB | SPDR SERIES TRUST | 9.60% | $12.9M | 505,572 | $26.09 | $25.60 | -$1.4M |
C COWZ | PACER FDS TR | 7.53% | $10.2M | 184,277 | $57.17 | $55.10 | -$346.7K |
G GLDM | WORLD GOLD TR | 5.76% | $7.8M | 118,533 | $52.13 | $65.52 | +$183.7K |
P PSFF | PACER FDS TR | 5.47% | $7.4M | 242,083 | $29.87 | $30.48 | +$4.7M |