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 501–522 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPRX | SPEAR ALPHA ETF | 10 | <$1K | SH |
| CHWY | CHEWY INC CL A | 11 | <$1K | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 2 | <$1K | SH |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | 8 | <$1K | SH |
| VTRS | VIATRIS INC COM | 22 | <$1K | SH |
| CFLT | CONFLUENT INC CLASS A COM | 9 | <$1K | SH |
| FLGT | FULGENT GENETICS INC COM | 10 | <$1K | SH |
| SFYX | SOFI NEXT 500 ETF | 15 | <$1K | SH |
| CALY | CALLAWAY GOLF CO COM | 20 | <$1K | SH |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 6 | <$1K | SH |
| BKAG | BNY MELLON CORE BOND ETF | 5 | <$1K | SH |
| NOK | NOKIA CORP SPONSORED ADR | 25 | <$1K | SH |
| NIO | NIO INC SPON ADS | 30 | <$1K | SH |
| PLUG | PLUG POWER INC COM NEW | 74 | <$1K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 1 | <$1K | SH |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | 20 | <$1K | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 1 | <$1K | SH |
| BBBY.WS | BED BATH & BEYOND INC WT EXP 100726 | 85 | <$1K | SH |
| BBLU | EA BRIDGEWAY BLUE CHIP ETF | 3 | <$1K | SH |
| CGC | CANOPY GROWTH CORPORATION COM NEW | 10 | <$1K | SH |
| XPON | EXPION360 INC COM NEW | 5 | <$1K | SH |
| VAL.WS | VALARIS LTD WT EXP 042928 | 1 | <$1K | SH |