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 151–200 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARKK | ARK INNOVATION ETF | 1K | $50K–$100K | SH |
| GWW | WW GRAINGER INC COM | 90 | $50K–$100K | SH |
| LOW | LOWES COS INC COM | 375 | $50K–$100K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 405 | $50K–$100K | SH |
| CVX | CHEVRON CORPORATION COM | 582 | $50K–$100K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 952 | $50K–$100K | SH |
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | 3K | $50K–$100K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 1K | $50K–$100K | SH |
| OKLO | OKLO INC COM CL A | 1K | $50K–$100K | SH |
| AFL | AFLAC INC COM | 759 | $50K–$100K | SH |
| ABBV | ABBVIE INC COM | 348 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 240 | $50K–$100K | SH |
| IIGD | INVESCO INVESTMENT GRADE DEFENSIVE ETF | 3K | $50K–$100K | SH |
| EIS | ISHARES MSCI ISRAEL ETF | 691 | $50K–$100K | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2K | $50K–$100K | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 109 | $50K–$100K | SH |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | 2K | $50K–$100K | SH |
| RKLB | ROCKET LAB CORP COM | 1K | $50K–$100K | SH |
| EWW | ISHARES MSCI MEXICO ETF | 1K | $50K–$100K | SH |
| IDX | VANECK INDONESIA INDEX ETF | 4K | $50K–$100K | SH |
| USRT | ISHARES CORE U.S. REIT ETF | 1K | $50K–$100K | SH |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 1K | $50K–$100K | SH |
| TIP | ISHARES TIPS BOND ETF | 636 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 270 | $50K–$100K | SH |
| CCJ | CAMECO CORP COM | 755 | $50K–$100K | SH |
| ITRI | ITRON INC COM | 741 | $50K–$100K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1K | $50K–$100K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 978 | $50K–$100K | SH |
| CSCO | CISCO SYS INC COM | 875 | $50K–$100K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 450 | $50K–$100K | SH |
| OEF | ISHARES S&P 100 ETF | 194 | $50K–$100K | SH |
| DLR | DIGITAL RLTY TR INC COM | 414 | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC COM | 236 | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 259 | $50K–$100K | SH |
| SHYL | XTRACKERS SHORT DURATION HIGH YIELD BOND ETF | 1K | $50K–$100K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 2K | $50K–$100K | SH |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 2K | $50K–$100K | SH |
| WELL | WELLTOWER INC COM | 333 | $50K–$100K | SH |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | 2K | $50K–$100K | SH |
| MO | ALTRIA GROUP INC COM | 1K | $50K–$100K | SH |
| HD | HOME DEPOT INC COM | 177 | $50K–$100K | SH |
| JNJ | JOHNSON & JOHNSON COM | 294 | $50K–$100K | SH |
| NFLX | NETFLIX INC. COM | 640 | $50K–$100K | SH |
| MCHI | ISHARES MSCI CHINA ETF | 952 | $50K–$100K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 468 | $50K–$100K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 587 | $50K–$100K | SH |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 442 | $50K–$100K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | 5K | $50K–$100K | SH |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 204 | $50K–$100K | SH |
| LEU | CENTRUS ENERGY CORP CL A | 225 | $50K–$100K | SH |