0001687832-23-000003.txt : 20231107 0001687832-23-000003.hdr.sgml : 20231107 20231107163252 ACCESSION NUMBER: 0001687832-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231107 DATE AS OF CHANGE: 20231107 EFFECTIVENESS DATE: 20231107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Copperwynd Financial, LLC CENTRAL INDEX KEY: 0001687832 IRS NUMBER: 260511764 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18264 FILM NUMBER: 231384447 BUSINESS ADDRESS: STREET 1: 14256 N. NORTHSIGHT BLVD., SUITE B-115 CITY: SCOTTSDALE STATE: AZ ZIP: 85260 BUSINESS PHONE: (480) 348-2100 MAIL ADDRESS: STREET 1: 14256 N. NORTHSIGHT BLVD., SUITE B-115 CITY: SCOTTSDALE STATE: AZ ZIP: 85260 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001687832 XXXXXXXX 09-30-2023 09-30-2023 Copperwynd Financial, LLC

14256 N. NORTHSIGHT BLVD., SUITE B-115 SCOTTSDALE AZ 85260

13F HOLDINGS REPORT 028-18264 000143442 801-67763 N Erick Newton 4803482100 Erick Newton Scottsdale AZ 11-07-2023 0 128 213001393 false INFORMATION TABLE 2 CopperwyndFinancialLLC.xml Q3 2023 13F FILING ABBOTT LABS COM 002824100 505944 5224 SH SOLE 0 0 0 5224 ABBVIE INC COM 00287Y109 251539 1688 SH SOLE 0 0 0 1688 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 520859 1696 SH SOLE 0 0 0 1696 ADOBE INC COM 00724F101 1173790 2302 SH SOLE 0 0 0 2302 AFLAC INC COM 001055102 227871 2969 SH SOLE 0 0 0 2969 AIRBNB INC COM CL A 009066101 506717 3693 SH SOLE 0 0 0 3693 ALIGN TECHNOLOGY INC COM 016255101 444546 1456 SH SOLE 0 0 0 1456 ALPHABET INC CAP STK CL A 02079K305 807356 6170 SH SOLE 0 0 0 6170 ALPHABET INC CAP STK CL C 02079K107 766971 5817 SH SOLE 0 0 0 5817 AMAZON COM INC COM 023135106 1306539 10278 SH SOLE 0 0 0 10278 AMERICAN AIRLS GROUP INC COM 02376R102 138668 10825 SH SOLE 0 0 0 10825 AMERIPRISE FINL INC COM 03076C106 798287 2421 SH SOLE 0 0 0 2421 APPLE INC COM 037833100 4825275 28183 SH SOLE 0 0 0 28183 APTIV PLC SHS G6095L109 566366 5745 SH SOLE 0 0 0 5745 AUTODESK INC COM 052769106 505688 2444 SH SOLE 0 0 0 2444 AUTOMATIC DATA PROCESSING IN COM 053015103 1614051 6709 SH SOLE 0 0 0 6709 BANK AMERICA CORP COM 060505104 478798 17487 SH SOLE 0 0 0 17487 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 998355 2850 SH SOLE 0 0 0 2850 CATERPILLAR INC COM 149123101 328965 1205 SH SOLE 0 0 0 1205 CELANESE CORP DEL COM 150870103 521912 4158 SH SOLE 0 0 0 4158 CF INDS HLDGS INC COM 125269100 819760 9561 SH SOLE 0 0 0 9561 CHEVRON CORP NEW COM 166764100 926386 5494 SH SOLE 0 0 0 5494 CHUBB LIMITED COM H1467J104 209637 1007 SH SOLE 0 0 0 1007 CINTAS CORP COM 172908105 244353 508 SH SOLE 0 0 0 508 CISCO SYS INC COM 17275R102 778492 14481 SH SOLE 0 0 0 14481 CONOCOPHILLIPS COM 20825C104 838723 7001 SH SOLE 0 0 0 7001 CONSTELLATION BRANDS INC CL A 21036P108 687718 2736 SH SOLE 0 0 0 2736 COPART INC COM 217204106 1357163 31496 SH SOLE 0 0 0 31496 COSTCO WHSL CORP NEW COM 22160K105 754130 1335 SH SOLE 0 0 0 1335 CUMMINS INC COM 231021106 619326 2711 SH SOLE 0 0 0 2711 CVS HEALTH CORP COM 126650100 1067036 15283 SH SOLE 0 0 0 15283 D R HORTON INC COM 23331A109 601402 5596 SH SOLE 0 0 0 5596 DANAHER CORPORATION COM 235851102 710866 2865 SH SOLE 0 0 0 2865 DARDEN RESTAURANTS INC COM 237194105 660196 4610 SH SOLE 0 0 0 4610 DIAMONDBACK ENERGY INC COM 25278X109 844149 5450 SH SOLE 0 0 0 5450 DISNEY WALT CO COM 254687106 407830 5032 SH SOLE 0 0 0 5032 DOCUSIGN INC COM 256163106 418866 9973 SH SOLE 0 0 0 9973 DOVER CORP COM 260003108 207312 1486 SH SOLE 0 0 0 1486 DTE ENERGY CO COM 233331107 466330 4697 SH SOLE 0 0 0 4697 EAST WEST BANCORP INC COM 27579R104 399015 7570 SH SOLE 0 0 0 7570 ELI LILLY & CO COM 532457108 1318117 2454 SH SOLE 0 0 0 2454 ENTERPRISE PRODS PARTNERS L COM 293792107 279448 10210 SH SOLE 0 0 0 10210 EXPEDITORS INTL WASH INC COM 302130109 225706 1969 SH SOLE 0 0 0 1969 EXXON MOBIL CORP COM 30231G102 1892076 16092 SH SOLE 0 0 0 16092 FISERV INC COM 337738108 625027 5533 SH SOLE 0 0 0 5533 GARTNER INC COM 366651107 532252 1549 SH SOLE 0 0 0 1549 GENERAL DYNAMICS CORP COM 369550108 224947 1018 SH SOLE 0 0 0 1018 GENERAL ELECTRIC CO COM NEW 369604301 1761740 15936 SH SOLE 0 0 0 15936 GLACIER BANCORP INC NEW COM 37637Q105 12692732 445359 SH SOLE 0 0 0 445359 GRAINGER W W INC COM 384802104 231766 335 SH SOLE 0 0 0 335 HOME DEPOT INC COM 437076102 1032481 3417 SH SOLE 0 0 0 3417 HOST HOTELS & RESORTS INC COM 44107P104 547725 34084 SH SOLE 0 0 0 34084 HP INC COM 40434L105 557439 21690 SH SOLE 0 0 0 21690 IAMGOLD CORP COM 450913108 53750 25000 SH SOLE 0 0 0 25000 ILLUMINA INC COM 452327109 374363 2727 SH SOLE 0 0 0 2727 INTEL CORP COM 458140100 1605396 45159 SH SOLE 0 0 0 45159 INTERNATIONAL BUSINESS MACHS COM 459200101 651273 4642 SH SOLE 0 0 0 4642 INVESCO QQQ TR UNIT SER 1 46090E103 19547569 54561 SH SOLE 0 0 0 54561 ISHARES TR CORE US AGGBD ET 464287226 292854 3114 SH SOLE 0 0 0 3114 ISHARES TR RUS 1000 ETF 464287622 13561654 57731 SH SOLE 0 0 0 57731 ISHARES TR RUS 1000 GRW ETF 464287614 6656666 25026 SH SOLE 0 0 0 25026 ISHARES TR CORE S&P500 ETF 464287200 262852 612 SH SOLE 0 0 0 612 ISHARES TR SHORT TREAS BD 464288679 3589502 32493 SH SOLE 0 0 0 32493 JPMORGAN CHASE & CO COM 46625H100 764232 5270 SH SOLE 0 0 0 5270 KLA CORP COM NEW 482480100 781759 1704 SH SOLE 0 0 0 1704 KNIGHTSCOPE INC CLASS A COM 49907V102 9911 12500 SH SOLE 0 0 0 12500 LKQ CORP COM 501889208 655923 13248 SH SOLE 0 0 0 13248 LOWES COS INC COM 548661107 709309 3413 SH SOLE 0 0 0 3413 MASTERCARD INCORPORATED CL A 57636Q104 1282257 3239 SH SOLE 0 0 0 3239 MCKESSON CORP COM 58155Q103 1095603 2519 SH SOLE 0 0 0 2519 MERCK & CO INC COM 58933Y105 2098433 20383 SH SOLE 0 0 0 20383 META PLATFORMS INC CL A 30303M102 2326504 7750 SH SOLE 0 0 0 7750 METLIFE INC COM 59156R108 608906 9679 SH SOLE 0 0 0 9679 MICROCHIP TECHNOLOGY INC. 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