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 251–300 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 89 | $15K–$50K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 288 | $15K–$50K | SH |
| WMT | WALMART INC COM | 236 | $15K–$50K | SH |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 310 | $15K–$50K | SH |
| SAP | SAP SE SPON ADR | 106 | $15K–$50K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 34 | $15K–$50K | SH |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 268 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 163 | $15K–$50K | SH |
| NOW | SERVICENOW INC COM | 150 | $15K–$50K | SH |
| DVA | DAVITA INC COM | 202 | $15K–$50K | SH |
| PXE | INVESCO ENERGY EXPLORATION & PRODUCTION ETF | 802 | $15K–$50K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 160 | $15K–$50K | SH |
| CAT | CATERPILLAR INC COM | 38 | $15K–$50K | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 205 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP COM | 63 | $15K–$50K | SH |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | 125 | $15K–$50K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 380 | $15K–$50K | SH |
| GEV | GE VERNOVA INC COM | 31 | $15K–$50K | SH |
| IVOL | KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | 1K | $15K–$50K | SH |
| BITO | PROSHARES BITCOIN ETF | 2K | $15K–$50K | SH |
| AMP | AMERIPRISE FINL INC COM | 40 | $15K–$50K | SH |
| PSCE | INVESCO S&P SMALLCAP ENERGY ETF | 428 | $15K–$50K | SH |
| SPGP | INVESCO S&P 500 GARP ETF | 155 | $15K–$50K | SH |
| ENVX | ENOVIX CORPORATION COM | 2K | $15K–$50K | SH |
| AMLP | ALERIAN MLP ETF | 360 | $15K–$50K | SH |
| TWLO | TWILIO INC CL A | 119 | $15K–$50K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 332 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 29 | $15K–$50K | SH |
| RH | RH COM | 94 | $15K–$50K | SH |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | 172 | $15K–$50K | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 139 | $15K–$50K | SH |
| CACI | CACI INTL INC CL A | 30 | $15K–$50K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 140 | $15K–$50K | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 133 | $15K–$50K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 164 | $15K–$50K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 163 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP COM | 182 | $15K–$50K | SH |
| ADBE | ADOBE INC COM | 43 | $15K–$50K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 190 | $1K–$15K | SH |
| AIZ | ASSURANT INC COM | 62 | $1K–$15K | SH |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 75 | $1K–$15K | SH |
| HL | HECLA MNG CO COM | 754 | $1K–$15K | SH |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 318 | $1K–$15K | SH |
| HODL | VANECK BITCOIN ETF | 569 | $1K–$15K | SH |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | 167 | $1K–$15K | SH |
| CB | CHUBB LIMITED COM | 45 | $1K–$15K | SH |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | 185 | $1K–$15K | SH |
| ECL | ECOLAB INC COM | 51 | $1K–$15K | SH |
| IYT | ISHARES US TRANSPORTATION ETF | 178 | $1K–$15K | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 44 | $1K–$15K | SH |