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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.
Latest 13F Filing Activity
Copley Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions with a total 13F market value of $135M. The fund increased holdings in Pacer FDS TR, Pacer FDS TR, SPDR Series Trust among other positions. Copley Financial Group, Inc. reduced exposure to Pacer FDS TR, SPDR Series Trust, Vaneck Etf Trust among others.
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 |
Industry Allocation
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