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 51–100 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBR | VANGUARD SMALL CAP VALUE ETF | 3K | $500K+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 4K | $500K+ | SH |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | 5K | $500K+ | SH |
| VO | VANGUARD MID-CAP ETF | 2K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST | 6K | $500K+ | SH |
| HACK | AMPLIFY CYBERSECURITY ETF | 6K | $500K+ | SH |
| VUG | VANGUARD GROWTH ETF | 979 | $100K–$500K | SH |
| PPH | VANECK PHARMACEUTICAL ETF | 5K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 1K | $100K–$500K | SH |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 9K | $100K–$500K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 5K | $100K–$500K | SH |
| EWA | ISHARES MSCI AUSTRALIA ETF | 17K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 5K | $100K–$500K | SH |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 10K | $100K–$500K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 6K | $100K–$500K | SH |
| JPXN | ISHARES JPX-NIKKEI 400 ETF | 5K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 917 | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 1K | $100K–$500K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 676 | $100K–$500K | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 5K | $100K–$500K | SH |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | 8K | $100K–$500K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 1K | $100K–$500K | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 4K | $100K–$500K | SH |
| PFIG | INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF | 15K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 8K | $100K–$500K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 798 | $100K–$500K | SH |
| NKE | NIKE INC CL B | 5K | $100K–$500K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 1K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | 11K | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2K | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 987 | $100K–$500K | SH |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | 10K | $100K–$500K | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 6K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 381 | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TRUST ETF | 11K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 492 | $100K–$500K | SH |
| PTRN | PATTERN GROUP INC COM SER A | 21K | $100K–$500K | SH |
| EWJ | ISHARES MSCI JAPAN ETF | 3K | $100K–$500K | SH |
| SHLD | GLOBAL X DEFENSE TECH ETF | 4K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 359 | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 1K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 1K | $100K–$500K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 2K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 959 | $100K–$500K | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | 10K | $100K–$500K | SH |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 4K | $100K–$500K | SH |