Q3 2026 13F · SEC CIK 1683689

Kopp Family Office, LLC

Family officeFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $160.8M
Reported positions: 33
Top holdings a year, 3 yrs: +3.7%
Average holding period: 2.9 yrs

Kopp Family Office, LLC is a family office that reported 33 positions worth $160.8M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Ishares Tr (AGG, 20.9%), Vanguard Ftse Developed Markets Index Fu (VEA, 19.5%), State Str Spdr S&p 500 ETF T (SPY, 14.2%). A portfolio copying its top holdings returned 3.7% a year over the last 3 years, against 20.4% for the S&P 500.

Kopp Family Office, LLC holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kopp Family Office, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AGGIshares Tr	20.9%	20.5%	911	-99.7%	$33.5M
VEAVanguard Ftse Developed Markets Index Fu	19.5%	19.2%	227,181	-48.3%	$31.4M
SPYState Str Spdr S&p 500 ETF T	14.2%	13.8%	59,526	+97.3%	$22.8M
RSPInvesco Exchange Traded Fd T	13.3%	13.9%	103,025	-3.5%	$21.4M
VWOVanguard Intl Equity Index F	8.4%	8.2%	444,624	+97.8%	$13.5M
IJHIshares Tr	6.2%	6.6%	839	-99.4%	$10.0M
XMTRXometry, Inc.	2.3%	2.1%	35,698	+0.2%	$3.7M
ATECAlphatec Hldgs Inc	2.1%	1.7%	330,266	+0.4%	$3.4M
XLUSelect Sector Spdr Tr	1.5%	1.6%	11,845	-80.0%	$2.3M
VCELVericel Corp	1.3%	1.4%	51,352	+0.6%	$2.1M
NTNXNutanix Inc	1.3%	1.4%	28,715	-34.0%	$2.0M
MSFTMicrosoft Corp	1.2%	1.1%	3,661	-26.6%	$1.9M
MANHManhattan Associates Inc	1.1%	1.4%	8,879	-45.7%	$1.8M
SHOPShopify Inc	1.1%	0.8%	29,845	+152.9%	$1.8M
WKWorkiva Inc	0.9%	1.7%	22,722	-59.3%	$1.5M
TCMDTactile Sys Technology Inc	0.8%	1.5%	59,826	-28.1%	$1.3M
HWKNHawkins Inc	0.7%	1.0%	8,288	-28.8%	$1.0M
CBLLCeribell Inc	0.5%	0.4%	34,662	+0.4%	$845K
NVECNVE Corp	0.5%	New	6,813	—	$750K
MTSIMacom Tech Solutions Hldgs I	0.4%	New	2,491	—	$709K
PLPlanet Labs Pbc	0.3%	New	33,186	—	$544K
LINCLincoln Educational Srvcs	0.3%	0.4%	21,815	+52.3%	$477K
DCTHDelcath Sys Inc	0.3%	New	28,189	—	$450K
UTIUniversal Technical Inst Inc	0.3%	0.4%	23,763	+39.8%	$444K
FPSForgent Power Solutions Inc	0.2%	0.2%	10,240	+67.8%	$383K
FNFabrinet	0.2%	0.2%	791	+27.0%	$336K
IVVIshares Tr	0.1%	0.1%	270	+23.3%	$168K
ISTBIshares Tr	0.1%	0.1%	179	-91.8%	$103K
IJRIshares Tr	0.0%	0.0%	219	-33.8%	$45K
IAGGIshares Tr	0.0%	0.0%	138,982	+16465.2%	$41K
IMTBIshares Tr	0.0%	0.0%	331	-63.7%	$38K
IEFAIshares Tr	0.0%	0.0%	354,846	+131324.4%	$26K
IEMGIshares Inc	0.0%	0.0%	2,173	+1114.0%	$15K

What Kopp Family Office, LLC bought and sold in Q3 2026, against Q2 2026.

Sold out

Nothing sold out.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +12.2% /yr; S&P 500 +20.1%
3 years: +3.7% /yr; S&P 500 +20.4%
5 years: -7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$160.8M	33
Q2 2026	$163.2M	29
Q1 2026	$145.3M	21
Q4 2025	$156.7M	21
Q3 2025	$153.6M	26
Q2 2025	$154.5M	27
Q1 2025	$144.7M	28
Q4 2024	$157.8M	21
Q3 2024	$157.0M	22
Q2 2024	$161.2M	21
Q1 2024	$175.1M	21
Q4 2023	$171.2M	21

Questions about Kopp Family Office, LLC's portfolio

What stocks does Kopp Family Office, LLC own?

Kopp Family Office, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 33 positions worth $160.8M. The largest are Ishares Tr (AGG) at 20.9%, Vanguard Ftse Developed Markets Index Fu (VEA) at 19.5%, State Str Spdr S&p 500 ETF T (SPY) at 14.2%, Invesco Exchange Traded Fd T (RSP) at 13.3% and Vanguard Intl Equity Index F (VWO) at 8.4%.

What did Kopp Family Office, LLC buy last quarter?

In Q3 2026, Kopp Family Office, LLC added a new position in NVE Corp (NVEC), a new position in Macom Tech Solutions Hldgs I (MTSI), a new position in Planet Labs Pbc (PL), a new position in Delcath Sys Inc (DCTH), Ishares Tr (IEFA) (+131324.4% shares), Ishares Tr (IAGG) (+16465.2% shares) and Ishares Inc (IEMG) (+1114.0% shares), compared with its Q2 2026 filing.

What did Kopp Family Office, LLC sell last quarter?

In Q3 2026, Kopp Family Office, LLC Ishares Tr (AGG) (-99.7% shares), Ishares Tr (IJH) (-99.4% shares) and Ishares Tr (ISTB) (-91.8% shares), compared with its Q2 2026 filing.

How has Kopp Family Office, LLC's portfolio performed?

A portfolio copying Kopp Family Office, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +3.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.2% against +20.1%. Over 5 years: -7.2% a year against +11.6%.

When is Kopp Family Office, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kopp Family Office, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.