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Disclosery

13F-HR filed by COOPER/HAIMS ADVISORS, LLC

COOPER/HAIMS ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 103 holding rows worth $212,495,344.

Accession
0001654033-26-000003
Filer
CIK 1654033
Filed
2026-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 103 entries on the cover page, a total value of $212,495,344 stated on the cover page (in dollars after the unit check, H1), rows summing to $212,495,344 with VALUE read as dollars as filed, 13F file number 028-18443. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF1,055,311$34,772,494dollars as filed
Vanguard FTSE Europe ETF922042874SHS283,390$23,359,816dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS27,962$18,265,101dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF323,589$15,234,562dollars as filed
iShares Global REIT ETF46434V647SHS589,225$14,819,006dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS421,757$10,813,860dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS197,599$9,494,647dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF161,873$8,075,861dollars as filed
PAYCHEX INC704326107COM78,596$7,240,264dollars as filed
Apple Inc037833100COM22,974$5,830,562dollars as filed
Dimensional Global Real Estate ETF25434V658COM152,889$4,063,798dollars as filed
Vanguard S&P 500 ETF922908363COM6,473$3,867,679dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B144,528$3,355,939dollars as filed
SPY78462F103SHS4,345$2,825,784dollars as filed
Amazon.com, Inc023135106COM11,806$2,458,836dollars as filed
Microsoft Corp594918104COM6,552$2,425,268dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS68,517$1,995,909dollars as filed
NVIDIA Corp67066G104COM11,432$1,993,766dollars as filed
Avantis US Equity ETF025072885SHS14,074$1,564,793dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS48,278$1,403,930dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,086$1,308,855dollars as filed
JPMorgan Chase & Co46625H100COM4,314$1,269,075dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF49,798$1,232,506dollars as filed
Chevron Corporation166764100COM5,723$1,184,123dollars as filed
Caterpillar Inc.149123101COM1,627$1,152,529dollars as filed
BROADSTONE NET LEASE INC COM11135E203REIT62,395$1,139,949dollars as filed
EXXON MOBIL CORP30231G102COM6,657$1,129,427dollars as filed
CORNING INC219350105COM7,362$1,001,011dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS7,006$997,865dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,284$944,329dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,181$912,502dollars as filed
iShares Russell 2000 ETF464287655SHS3,623$898,504dollars as filed
Berkshire Hathaway Inc084670702COM1,691$810,327dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS17,002$758,629dollars as filed
Vanguard Small-Cap ETF922908751SHS2,804$734,486dollars as filed
Schwab US Mid-Cap ETF808524508SHS23,558$729,364dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF12,489$709,247dollars as filed
International Business Machines Corporation459200101COM2,877$697,425dollars as filed
META PLATFORMS INC CL A30303M102COM1,176$673,007dollars as filed
AbbVie,Inc.00287Y109COM2,761$600,388dollars as filed
Johnson & Johnson478160104COM2,398$586,285dollars as filed
iShares Gold Trust464285204COM6,548$577,272dollars as filed
Avantis International Equity ETF025072703SHS6,769$574,295dollars as filed
Visa Inc92826C839COM1,847$558,313dollars as filed
INVESCO QQQ TR46090E103COM923$532,937dollars as filed
PepsiCo,Inc.713448108COM3,293$511,444dollars as filed
Walmart Inc.931142103COM3,821$474,820dollars as filed
Broadcom Inc.11135F101COM1,526$472,312dollars as filed
VWO922042858SHS8,620$465,909dollars as filed
Procter & Gamble Co742718109COM3,131$452,293dollars as filed
Coca-Cola Company191216100COM5,902$448,882dollars as filed
Bank of America Corp060505104COM9,140$445,558dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,008$429,703dollars as filed
B & G FOODS INC05508R106COM83,976$403,925dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,182$399,214dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF13,073$398,715dollars as filed
VTI922908769COM1,227$393,634dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM1,285$379,229dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock2,521$378,108dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q753US VALUE FACTR7,710$376,711dollars as filed
Abbott Laboratories002824100COM3,366$345,587dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS12,706$307,993dollars as filed
TJX Companies Inc872540109COM1,925$307,345dollars as filed
Intel Corp458140100COM6,956$306,948dollars as filed
ISHARES TR464287846DOW JONES US ETF1,925$304,989dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS748$304,823dollars as filed
Eli Lilly and Company532457108COM330$303,524dollars as filed
Costco Wholesale Corporation22160K105COM301$299,925dollars as filed
Oracle Corporation68389X105COM2,008$295,419dollars as filed
Merck & Co.,Inc.58933Y105COM2,450$294,711dollars as filed
ISHARES TR46432F834COM3,393$293,990dollars as filed
M & T BK CORP COM55261F104Stock1,403$290,028dollars as filed
SPDR GOLD TR78463V107GOLD SHS662$284,852dollars as filed
Vanguard Real Estate922908553SHS3,136$278,137dollars as filed
iShares Silver Trust46428Q109COM3,975$270,857dollars as filed
General Electric Company369604301COM937$265,805dollars as filed
GE Vernova Inc.36828A101COM302$263,616dollars as filed
ISHARES TR46436E312IBONDS DEC 203210,407$262,985dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF10,729$260,071dollars as filed
Stryker Corporation863667101COM789$259,258dollars as filed
iShares iBonds Dec. 2026 Municipal Bond ETF46435U259ETF10,000$256,300dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,493$242,146dollars as filed
Honeywell Technologies438516106COM1,061$239,797dollars as filed
Walt Disney Co254687106COM2,422$233,410dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS3,056$229,506dollars as filed
EATON VANCE TAX ADVT DIV INC27828G107COM9,144$224,485dollars as filed
ConocoPhillips20825C104COM1,676$221,248dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock634$218,825dollars as filed
AIR PRODS & CHEMS INC009158106COM743$215,834dollars as filed
WOODWARD INC COM980745103Stock600$214,752dollars as filed
PITNEY BOWES INC COM724479100Stock19,406$214,436dollars as filed
ISHARES TR464287887S&P SML 600 GWT1,472$213,013dollars as filed
INNOVATIVE INDL PPTYS INC COM45781V101REIT4,223$211,808dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF8,230$208,466dollars as filed
JONES LANG LASALLE INC COM48020Q107Stock685$208,459dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE6,075$206,368dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS2,194$203,472dollars as filed
TOMPKINS FINL CORP COM890110109Stock2,577$203,171dollars as filed
MasterCard, Inc57636Q104COM406$202,862dollars as filed
EASTMAN CHEM CO COM277432100Stock2,658$202,827dollars as filed
KKR INCOME OPPORTUNITIES FD48249T106COM13,306$146,364dollars as filed
EATON VANCE TAX-MANAGED GLOB27829F108COM14,746$127,700dollars as filed
TRX GOLD CORPORATION87283P109COM29,500$44,250dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001654033-26-000003this filing2026-05-12acceptance time not in the bulk data set