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 301–350 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC COM CL A | 58 | $1K–$15K | SH |
| INTC | INTEL CORP COM | 350 | $1K–$15K | SH |
| AMAT | APPLIED MATLS INC COM | 50 | $1K–$15K | SH |
| AZ | A2Z CUST2MATE SOLUTIONS CORP COM | 2K | $1K–$15K | SH |
| AEG | AEGON LTD AMER REG 1 CERT | 2K | $1K–$15K | SH |
| SPXC | SPX TECHNOLOGIES INC COM | 60 | $1K–$15K | SH |
| QCOM | QUALCOMM INC COM | 70 | $1K–$15K | SH |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | 177 | $1K–$15K | SH |
| MRK | MERCK & CO INC COM | 111 | $1K–$15K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 103 | $1K–$15K | SH |
| TE | T1 ENERGY INC COM NEW | 2K | $1K–$15K | SH |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | 125 | $1K–$15K | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 62 | $1K–$15K | SH |
| IOO | ISHARES GLOBAL 100 ETF | 88 | $1K–$15K | SH |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | 133 | $1K–$15K | SH |
| EZU | ISHARES MSCI EUROZONE ETF | 164 | $1K–$15K | SH |
| NEM | NEWMONT CORP COM | 105 | $1K–$15K | SH |
| VDE | VANGUARD ENERGY ETF | 83 | $1K–$15K | SH |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | 113 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 21 | $1K–$15K | SH |
| MELI | MERCADOLIBRE INC COM | 5 | $1K–$15K | SH |
| MCK | MCKESSON CORP COM | 12 | $1K–$15K | SH |
| INDS | PACER INDUSTRIAL REAL ESTATE ETF | 272 | $1K–$15K | SH |
| SPGI | S&P GLOBAL INC COM | 19 | $1K–$15K | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 230 | $1K–$15K | SH |
| SCHP | SCHWAB US TIPS ETF | 367 | $1K–$15K | SH |
| XYL | XYLEM INC COM | 70 | $1K–$15K | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 188 | $1K–$15K | SH |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 125 | $1K–$15K | SH |
| IRT | INDEPENDENCE RLTY TR INC COM | 520 | $1K–$15K | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 106 | $1K–$15K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 64 | $1K–$15K | SH |
| HIMS | HIMS & HERS HEALTH INC COM CL A | 270 | $1K–$15K | SH |
| EIX | EDISON INTL COM | 143 | $1K–$15K | SH |
| LIN | LINDE PLC SHS | 20 | $1K–$15K | SH |
| RS | RELIANCE INC COM | 29 | $1K–$15K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 33 | $1K–$15K | SH |
| HUBS | HUBSPOT INC COM | 21 | $1K–$15K | SH |
| TNA | DIREXION DAILY SMALL CAP BULL 3X SHARES | 184 | $1K–$15K | SH |
| FDX | FEDEX CORP COM | 29 | $1K–$15K | SH |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | 190 | $1K–$15K | SH |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 156 | $1K–$15K | SH |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | 130 | $1K–$15K | SH |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | 79 | $1K–$15K | SH |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 164 | $1K–$15K | SH |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | 348 | $1K–$15K | SH |
| BLK | BLACKROCK INC COM | 7 | $1K–$15K | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 100 | $1K–$15K | SH |
| PH | PARKER-HANNIFIN CORP COM | 8 | $1K–$15K | SH |
| V | VISA INC COM CL A | 20 | $1K–$15K | SH |