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 451–500 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 20 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL COM | 7 | $1K–$15K | SH |
| CPRI | CAPRI HOLDINGS LIMITED SHS | 61 | $1K–$15K | SH |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | 25 | $1K–$15K | SH |
| DEO | DIAGEO PLC SPON ADR NEW | 16 | $1K–$15K | SH |
| EOG | EOG RES INC COM | 13 | $1K–$15K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 10 | $1K–$15K | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 8 | $1K–$15K | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 11 | $1K–$15K | SH |
| BKCH | GLOBAL X BLOCKCHAIN ETF | 20 | $1K–$15K | SH |
| CPER | UNITED STATES COPPER INDEX FUND | 36 | $1K–$15K | SH |
| HELS | HEDGEYE 130/30 EQUITY ETF | 50 | $1K–$15K | SH |
| DDOG | DATADOG INC CL A COM | 9 | $1K–$15K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 16 | $1K–$15K | SH |
| HECA | HEDGEYE CAPITAL ALLOCATION ETF | 44 | $1K–$15K | SH |
| PEP | PEPSICO INC COM | 8 | $1K–$15K | SH |
| Z | ZILLOW GROUP INC CL C CAP STK | 15 | $1K–$15K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | 5 | $1K–$15K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 21 | $1K–$15K | SH |
| NET | CLOUDFLARE INC CL A COM | 5 | <$1K | SH |
| XYZ | BLOCK INC CL A | 15 | <$1K | SH |
| XOM | EXXON MOBIL CORP COM | 8 | <$1K | SH |
| FIG | FIGMA INC CLASS A COM STK | 25 | <$1K | SH |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | 5 | <$1K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 5 | <$1K | SH |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 35 | <$1K | SH |
| RBLX | ROBLOX CORP CL A | 11 | <$1K | SH |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | 6 | <$1K | SH |
| OIH | VANECK OIL SERVICES ETF | 3 | <$1K | SH |
| MDB | MONGODB INC CL A | 2 | <$1K | SH |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 10 | <$1K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 8 | <$1K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | 40 | <$1K | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 9 | <$1K | SH |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | 27 | <$1K | SH |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | 10 | <$1K | SH |
| CWH | CAMPING WORLD HLDGS INC CL A | 71 | <$1K | SH |
| RWX | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | 23 | <$1K | SH |
| SRPT | SAREPTA THERAPEUTICS INC COM | 29 | <$1K | SH |
| FTWO | STRIVE NATURAL RESOURCES AND SECURITY ETF | 15 | <$1K | SH |
| URNJ | SPROTT JUNIOR URANIUM MINERS ETF | 24 | <$1K | SH |
| STKL | SUNOPTA INC COM | 158 | <$1K | SH |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | 20 | <$1K | SH |
| SBAC | SBA COMMUNICATIONS CORP CL A | 3 | <$1K | SH |
| BYRN | BYRNA TECHNOLOGIES INC COM NEW | 30 | <$1K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 6 | <$1K | SH |
| GLOV | ACTIVEBETA WORLD LOW VOL PLUS EQUITY ETF | 8 | <$1K | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 9 | <$1K | SH |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | 4 | <$1K | SH |
| ROKU | ROKU INC COM CL A | 4 | <$1K | SH |