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 401–450 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO COM CL A | 22 | $1K–$15K | SH |
| IRM | IRON MTN INC DEL COM | 42 | $1K–$15K | SH |
| ASTS | AST SPACEMOBILE INC COM CL A | 46 | $1K–$15K | SH |
| ARKG | ARK GENOMIC REVOLUTION ETF | 115 | $1K–$15K | SH |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | 16 | $1K–$15K | SH |
| WRBY | WARBY PARKER INC CL A COM | 151 | $1K–$15K | SH |
| RDDT | REDDIT INC CL A | 14 | $1K–$15K | SH |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | 43 | $1K–$15K | SH |
| TEM | TEMPUS AI INC CL A | 53 | $1K–$15K | SH |
| FETH | FIDELITY ETHEREUM FUND ETF | 103 | $1K–$15K | SH |
| CF | CF INDUSTRIES HOLD COM | 39 | $1K–$15K | SH |
| VEEV | VEEVA SYS INC CL A COM | 13 | $1K–$15K | SH |
| VICR | VICOR CORP COM | 26 | $1K–$15K | SH |
| BRO | BROWN & BROWN INC COM | 35 | $1K–$15K | SH |
| ETR | ENTERGY CORP NEW COM | 30 | $1K–$15K | SH |
| ZM | ZOOM COMMUNICATIONS INC CL A | 32 | $1K–$15K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 21 | $1K–$15K | SH |
| AVY | AVERY DENNISON CORP COM | 15 | $1K–$15K | SH |
| WSO | WATSCO INC COM | 8 | $1K–$15K | SH |
| APP | APPLOVIN CORP COM CL A | 4 | $1K–$15K | SH |
| EXE | EXPAND ENERGY CORPORATION COM | 24 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 32 | $1K–$15K | SH |
| AXP | AMERICAN EXPRESS CO COM | 7 | $1K–$15K | SH |
| VB | VANGUARD SMALL-CAP ETF | 10 | $1K–$15K | SH |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | 40 | $1K–$15K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 27 | $1K–$15K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 48 | $1K–$15K | SH |
| STT | STATE STR CORP COM | 18 | $1K–$15K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 4 | $1K–$15K | SH |
| CTVA | CORTEVA INC COM | 33 | $1K–$15K | SH |
| AVB | AVALONBAY CMNTYS INC COM | 12 | $1K–$15K | SH |
| ABNB | AIRBNB INC COM CL A | 16 | $1K–$15K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 14 | $1K–$15K | SH |
| NU | NU HLDGS LTD ORD SHS CL A | 129 | $1K–$15K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 10 | $1K–$15K | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 2 | $1K–$15K | SH |
| SLB | SLB LIMITED COM STK | 53 | $1K–$15K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 7 | $1K–$15K | SH |
| COLB | COLUMBIA BKG SYS INC COM | 72 | $1K–$15K | SH |
| MMM | 3M CO COM | 12 | $1K–$15K | SH |
| UFO | PROCURE SPACE ETF | 49 | $1K–$15K | SH |
| AS | AMER SPORTS INC COM SHS | 50 | $1K–$15K | SH |
| TTAN | SERVICETITAN INC SHS CL A | 17 | $1K–$15K | SH |
| LMND | LEMONADE INC COM | 25 | $1K–$15K | SH |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 38 | $1K–$15K | SH |
| SYY | SYSCO CORP COM | 23 | $1K–$15K | SH |
| LRN | STRIDE INC COM | 26 | $1K–$15K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 10 | $1K–$15K | SH |
| SONO | SONOS INC COM | 90 | $1K–$15K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 5 | $1K–$15K | SH |