# EDGAR Filing Document

**Accession Number:** 0001654033
**File Stem:** 0001654033-26-000003
**Filing Date:** 2026-5
**Character Count:** 13882
**Document Hash:** 1e605b6b23aba4a7209bb1959cab384a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001654033-26-000003.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0001654033-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** COOPER/HAIMS ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001654033

**ORGANIZATION NAME:**
- **EIN:** 270036535
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18443
- **FILM NUMBER:** 26969747

**BUSINESS ADDRESS:**
- **STREET 1:** 50 SQUARE DRIVE
- **STREET 2:** SUITE 210
- **CITY:** VICTOR
- **STATE:** NY
- **ZIP:** 14564
- **BUSINESS PHONE:** (585)248-6400

**MAIL ADDRESS:**
- **STREET 1:** 50 SQUARE DRIVE
- **STREET 2:** SUITE 210
- **CITY:** VICTOR
- **STATE:** NY
- **ZIP:** 14564

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** COOPER/HAIMS ADVISORS LLC<br>**Address:** 50 SQUARE DRIVE<br>SUITE 210<br>VICTOR, NY 14564

**Form 13F File Number:** 028-18443

**CRD Number (if applicable):** 000124122

**SEC File Number (if applicable):** 801-61599

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Jones<br>**Title:** Managing Director - Cooper Haims<br>**Phone:** 5852486400

**Signature, Place, and Date of Signing:**

Daniel Jones  Victor, NY  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 103

**Form 13F Information Table Value Total:** $212495344

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 213013 | 1472 | SH |  | SOLE |  | 0 | 0 | 1472 |
| ISHARES TR | CORE S ETF | 464287200 |  | 18265101 | 27962 | SH |  | SOLE |  | 0 | 0 | 27962 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 429703 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 898504 | 3623 | SH |  | SOLE |  | 0 | 0 | 3623 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 304989 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 2825784 | 4345 | SH |  | SOLE |  | 0 | 0 | 4345 |
| AMAZON COM INC | COM | 023135106 |  | 2458836 | 11806 | SH |  | SOLE |  | 0 | 0 | 11806 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 810327 | 1691 | SH |  | SOLE |  | 0 | 0 | 1691 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 532937 | 923 | SH |  | SOLE |  | 0 | 0 | 923 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 345587 | 3366 | SH |  | SOLE |  | 0 | 0 | 3366 |
| INTEL CORP | COM | 458140100 |  | 306948 | 6956 | SH |  | SOLE |  | 0 | 0 | 6956 |
| ORACLE CORP | COM | 68389X105 |  | 295419 | 2008 | SH |  | SOLE |  | 0 | 0 | 2008 |
| DISNEY WALT CO | COM | 254687106 |  | 233410 | 2422 | SH |  | SOLE |  | 0 | 0 | 2422 |
| HONEYWELL INTL INC | COM | 438516106 |  | 239797 | 1061 | SH |  | SOLE |  | 0 | 0 | 1061 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 586285 | 2398 | SH |  | SOLE |  | 0 | 0 | 2398 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 242146 | 2493 | SH |  | SOLE |  | 0 | 0 | 2493 |
| CHEVRON CORPORATION | COM | 166764100 |  | 1184123 | 5723 | SH |  | SOLE |  | 0 | 0 | 5723 |
| MICROSOFT CORP | COM | 594918104 |  | 2425268 | 6552 | SH |  | SOLE |  | 0 | 0 | 6552 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 697425 | 2877 | SH |  | SOLE |  | 0 | 0 | 2877 |
| COCA COLA CO | COM | 191216100 |  | 448882 | 5902 | SH |  | SOLE |  | 0 | 0 | 5902 |
| PEPSICO INC | COM | 713448108 |  | 511444 | 3293 | SH |  | SOLE |  | 0 | 0 | 3293 |
| STRYKER CORPORATION | COM | 863667101 |  | 259258 | 789 | SH |  | SOLE |  | 0 | 0 | 789 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1308855 | 6086 | SH |  | SOLE |  | 0 | 0 | 6086 |
| BANK AMERICA CORP | COM | 060505104 |  | 445558 | 9140 | SH |  | SOLE |  | 0 | 0 | 9140 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1129427 | 6657 | SH |  | SOLE |  | 0 | 0 | 6657 |
| WALMART INC | COM | 931142103 |  | 474820 | 3821 | SH |  | SOLE |  | 0 | 0 | 3821 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 299925 | 301 | SH |  | SOLE |  | 0 | 0 | 301 |
| ELI LILLY  CO | COM | 532457108 |  | 303524 | 330 | SH |  | SOLE |  | 0 | 0 | 330 |
| MERCK  CO INC | COM | 58933Y105 |  | 294711 | 2450 | SH |  | SOLE |  | 0 | 0 | 2450 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 452293 | 3131 | SH |  | SOLE |  | 0 | 0 | 3131 |
| GE AEROSPACE | COM NEW | 369604301 |  | 265805 | 937 | SH |  | SOLE |  | 0 | 0 | 937 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1269075 | 4314 | SH |  | SOLE |  | 0 | 0 | 4314 |
| TJX COS INC NEW | COM | 872540109 |  | 307345 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| CORNING INC | COM | 219350105 |  | 1001011 | 7362 | SH |  | SOLE |  | 0 | 0 | 7362 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 393634 | 1227 | SH |  | SOLE |  | 0 | 0 | 1227 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 378108 | 2521 | SH |  | SOLE |  | 0 | 0 | 2521 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 221248 | 1676 | SH |  | SOLE |  | 0 | 0 | 1676 |
| APPLE INC | COM | 037833100 |  | 5830562 | 22974 | SH |  | SOLE |  | 0 | 0 | 22974 |
| CATERPILLAR INC | COM | 149123101 |  | 1152529 | 1627 | SH |  | SOLE |  | 0 | 0 | 1627 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 709247 | 12489 | SH |  | SOLE |  | 0 | 0 | 12489 |
| PITNEY BOWES INC | COM | 724479100 |  | 214436 | 19406 | SH |  | SOLE |  | 0 | 0 | 19406 |
| EASTMAN CHEM CO | COM | 277432100 |  | 202827 | 2658 | SH |  | SOLE |  | 0 | 0 | 2658 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 465909 | 8620 | SH |  | SOLE |  | 0 | 0 | 8620 |
| PAYCHEX INC | COM | 704326107 |  | 7240264 | 78596 | SH |  | SOLE |  | 0 | 0 | 78596 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 215834 | 743 | SH |  | SOLE |  | 0 | 0 | 743 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1993766 | 11432 | SH |  | SOLE |  | 0 | 0 | 11432 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 218825 | 634 | SH |  | SOLE |  | 0 | 0 | 634 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 944329 | 3284 | SH |  | SOLE |  | 0 | 0 | 3284 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 284852 | 662 | SH |  | SOLE |  | 0 | 0 | 662 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 278137 | 3136 | SH |  | SOLE |  | 0 | 0 | 3136 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 734486 | 2804 | SH |  | SOLE |  | 0 | 0 | 2804 |
| EATON VANCE TAX ADVT DIV INC | COM | 27828G107 |  | 224485 | 9144 | SH |  | SOLE |  | 0 | 0 | 9144 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 208459 | 685 | SH |  | SOLE |  | 0 | 0 | 685 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 577272 | 6548 | SH |  | SOLE |  | 0 | 0 | 6548 |
| TOMPKINS FINL CORP | COM | 890110109 |  | 203171 | 2577 | SH |  | SOLE |  | 0 | 0 | 2577 |
| M  T BK CORP | COM | 55261F104 |  | 290028 | 1403 | SH |  | SOLE |  | 0 | 0 | 1403 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 270857 | 3975 | SH |  | SOLE |  | 0 | 0 | 3975 |
| TRX GOLD CORPORATION | COM | 87283P109 |  | 44250 | 29500 | SH |  | SOLE |  | 0 | 0 | 29500 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 202862 | 406 | SH |  | SOLE |  | 0 | 0 | 406 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 23359816 | 283390 | SH |  | SOLE |  | 0 | 0 | 283390 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 997865 | 7006 | SH |  | SOLE |  | 0 | 0 | 7006 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 |  | 127700 | 14746 | SH |  | SOLE |  | 0 | 0 | 14746 |
| WOODWARD INC | COM | 980745103 |  | 214752 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 229506 | 3056 | SH |  | SOLE |  | 0 | 0 | 3056 |
| B  G FOODS INC | COM | 05508R106 |  | 403925 | 83976 | SH |  | SOLE |  | 0 | 0 | 83976 |
| VISA INC | COM CL A | 92826C839 |  | 558313 | 1847 | SH |  | SOLE |  | 0 | 0 | 1847 |
| BROADCOM INC | COM | 11135F101 |  | 472312 | 1526 | SH |  | SOLE |  | 0 | 0 | 1526 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 758629 | 17002 | SH |  | SOLE |  | 0 | 0 | 17002 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1232506 | 49798 | SH |  | SOLE |  | 0 | 0 | 49798 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 10813860 | 421757 | SH |  | SOLE |  | 0 | 0 | 421757 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1403930 | 48278 | SH |  | SOLE |  | 0 | 0 | 48278 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1995909 | 68517 | SH |  | SOLE |  | 0 | 0 | 68517 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 398715 | 13073 | SH |  | SOLE |  | 0 | 0 | 13073 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 34772494 | 1055311 | SH |  | SOLE |  | 0 | 0 | 1055311 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 379229 | 1285 | SH |  | SOLE |  | 0 | 0 | 1285 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3867679 | 6473 | SH |  | SOLE |  | 0 | 0 | 6473 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 304823 | 748 | SH |  | SOLE |  | 0 | 0 | 748 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 729364 | 23558 | SH |  | SOLE |  | 0 | 0 | 23558 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 3355939 | 144528 | SH |  | SOLE |  | 0 | 0 | 144528 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 203472 | 2194 | SH |  | SOLE |  | 0 | 0 | 2194 |
| META PLATFORMS INC | CL A | 30303M102 |  | 673007 | 1176 | SH |  | SOLE |  | 0 | 0 | 1176 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 293990 | 3393 | SH |  | SOLE |  | 0 | 0 | 3393 |
| ABBVIE INC | COM | 00287Y109 |  | 600388 | 2761 | SH |  | SOLE |  | 0 | 0 | 2761 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 9494647 | 197599 | SH |  | SOLE |  | 0 | 0 | 197599 |
| KKR INCOME OPPORTUNITIES FD | COM | 48249T106 |  | 146364 | 13306 | SH |  | SOLE |  | 0 | 0 | 13306 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 912502 | 3181 | SH |  | SOLE |  | 0 | 0 | 3181 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 14819006 | 589225 | SH |  | SOLE |  | 0 | 0 | 589225 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 399214 | 3182 | SH |  | SOLE |  | 0 | 0 | 3182 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 8075861 | 161873 | SH |  | SOLE |  | 0 | 0 | 161873 |
| INNOVATIVE INDL PPTYS INC | COM | 45781V101 |  | 211808 | 4223 | SH |  | SOLE |  | 0 | 0 | 4223 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 307993 | 12706 | SH |  | SOLE |  | 0 | 0 | 12706 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 260071 | 10729 | SH |  | SOLE |  | 0 | 0 | 10729 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 |  | 376711 | 7710 | SH |  | SOLE |  | 0 | 0 | 7710 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 208466 | 8230 | SH |  | SOLE |  | 0 | 0 | 8230 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 15234562 | 323589 | SH |  | SOLE |  | 0 | 0 | 323589 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 256300 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1564793 | 14074 | SH |  | SOLE |  | 0 | 0 | 14074 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 574295 | 6769 | SH |  | SOLE |  | 0 | 0 | 6769 |
| BROADSTONE NET LEASE INC | COM | 11135E203 |  | 1139949 | 62395 | SH |  | SOLE |  | 0 | 0 | 62395 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 206368 | 6075 | SH |  | SOLE |  | 0 | 0 | 6075 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 262985 | 10407 | SH |  | SOLE |  | 0 | 0 | 10407 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 4063798 | 152889 | SH |  | SOLE |  | 0 | 0 | 152889 |
| GE VERNOVA INC | COM | 36828A101 |  | 263616 | 302 | SH |  | SOLE |  | 0 | 0 | 302 |

---