Copper Harbor Investment Advisors, LLC has filed its Form 13F-HR, disclosing the firm’s equity portfolio as of September 30, 2026. The filing lists the firm’s address in Appleton, Wisconsin, and identifies Jesse Nelson as the Partner and Chief Compliance Officer responsible for the report.
The firm’s holdings are primarily composed of exchange-traded funds (ETFs) and mutual funds, with a significant portion allocated to Vanguard Index Funds. Notable positions include Vanguard’s Morningstar Mid-Cap ETF, which holds 337,723 shares, and Vanguard’s Total Stock Market ETF, which holds 218,259 shares. The portfolio also includes substantial stakes in American Century ETF Trust funds, such as the Avantis International Equity ETF with 294,863 shares and the Avantis US Equity ETF with 267,443 shares.
Among individual stock holdings, the filing reveals positions in major technology and healthcare companies. Alphabet Inc. Class A and Class C shares are held at 4,732 and 9,690 shares, respectively. Microsoft Corporation is held at 6,320 shares, while NVIDIA Corporation is held at 7,946 shares. Other individual stock positions include Broadcom Inc. (3,907 shares), Apple Inc. (5,358 shares), and Eli Lilly & Co. (379 shares).
The filing includes a list of five individuals associated with the firm: Jesse Nelson, Robert Moore, Miranda Hoffman, Ramon Mateos, and Steven Hooyman.
