CIK 2058771
Copia Wealth Management
Institutional 13F holdings & portfolio
Holdings
522
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | 399K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 84K | $1M+ | SH |
| TBIL | US TREASURY 3 MONTH BILL ETF | 106K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 13K | $1M+ | SH |
| CLOX | ELDRIDGE AAA CLO ETF | 184K | $1M+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 67K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 71K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 53K | $1M+ | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 38K | $1M+ | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 36K | $1M+ | SH |
| XBIL | US TREASURY 6 MONTH BILL ETF | 69K | $1M+ | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 57K | $1M+ | SH |
| PINK | SIMPLIFY HEALTH CARE ETF | 93K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 35K | $1M+ | SH |
| CLOZ | ELDRIDGE BBB-B CLO ETF | 111K | $1M+ | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 26K | $1M+ | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 52K | $1M+ | SH |
| ARKW | ARK NEXT GENERATION INTERNET ETF | 13K | $1M+ | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 17K | $1M+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 5K | $1M+ | SH |
| AAPL | APPLE INC COM | 6K | $1M+ | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 13K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 2K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 31K | $1M+ | SH |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 43K | $1M+ | SH |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | 10K | $1M+ | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 16K | $1M+ | SH |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 11K | $1M+ | SH |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | 25K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 5K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 2K | $1M+ | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 28K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 6K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 15K | $1M+ | SH |
| INDA | ISHARES MSCI INDIA ETF | 18K | $500K+ | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 10K | $500K+ | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 3K | $500K+ | SH |
| SLV | ISHARES SILVER TRUST | 14K | $500K+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 7K | $500K+ | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 10K | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 3K | $500K+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 14K | $500K+ | SH |
| GDX | VANECK GOLD MINERS ETF | 9K | $500K+ | SH |
| INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | 16K | $500K+ | SH |
| ILF | ISHARES LATIN AMERICA 40 ETF | 22K | $500K+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 4K | $500K+ | SH |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | 13K | $500K+ | SH |
| PCT | PURECYCLE TECHNOLOGIES INC COM | 70K | $500K+ | SH |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 25K | $500K+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 668 | $500K+ | SH |