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 101–150 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 598 | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 2K | $100K–$500K | SH |
| SIL | GLOBAL X SILVER MINERS ETF | 2K | $100K–$500K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 1K | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 909 | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 502 | $100K–$500K | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO COM | 568 | $100K–$500K | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 4K | $100K–$500K | SH |
| EWG | ISHARES MSCI GERMANY ETF | 4K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 973 | $100K–$500K | SH |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 4K | $100K–$500K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 3K | $100K–$500K | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 2K | $100K–$500K | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 3K | $100K–$500K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 4K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 840 | $100K–$500K | SH |
| DE | DEERE & CO COM | 329 | $100K–$500K | SH |
| HGRO | HEDGEYE QUALITY GROWTH ETF | 5K | $100K–$500K | SH |
| EWJV | ISHARES MSCI JAPAN VALUE ETF | 4K | $100K–$500K | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 1K | $100K–$500K | SH |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 636 | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 878 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP COM | 575 | $100K–$500K | SH |
| URA | GLOBAL X URANIUM ETF | 3K | $100K–$500K | SH |
| IAK | ISHARES U.S. INSURANCE ETF | 1K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 5K | $100K–$500K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 969 | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 421 | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 1K | $100K–$500K | SH |
| EWZ | ISHARES MSCI BRAZIL ETF | 4K | $100K–$500K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 4K | $100K–$500K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 616 | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 309 | $100K–$500K | SH |
| MPC | MARATHON PETE CORP COM | 630 | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 3K | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM STAKING ETF | 4K | $100K–$500K | SH |
| EWY | ISHARES MSCI SOUTH KOREA ETF | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 302 | $50K–$100K | SH |
| BROS | DUTCH BROS INC CL A | 2K | $50K–$100K | SH |
| PWR | QUANTA SVCS INC COM | 231 | $50K–$100K | SH |
| EA | ELECTRONIC ARTS INC COM | 463 | $50K–$100K | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 1K | $50K–$100K | SH |
| PG | PROCTER & GAMBLE CO COM | 642 | $50K–$100K | SH |
| DBP | INVESCO DB PRECIOUS METALS FUND | 890 | $50K–$100K | SH |