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Home > Institutional Investor > Kopp Family Office, Llc > Profile

Instuitional Investor - Kopp Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Kopp Family Office, Llc
Portfolio Value $156,656,369
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 468,604 $29,273,692 18.69%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 107,516 $20,595,765 13.15%
3.
Ishares Trust
 IEF 278,499 $18,380,934 11.73%
4.
Vanguard Intl Equity Index Funds
 VWO 327,927 $17,629,356 11.25%
5.
Ishares Trust
 IEF 173,360 $17,315,197 11.05%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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