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Copia Wealth Management

Latest statistics and disclosures from Copia Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BUXX, SPYM, TBIL, GLD, CLOX, and represent 21.43% of Copia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CLOX, CLOZ, BUXX, VTWO, VYMI, VT, ILF, XLI, PAVE, PINK.
Started 66 new stock positions in AMD, MU, VEEV, SOLS, COPX, WRBY, URNJ, HIVE, RDDT, JTEK.
Reduced shares in these 10 stocks: XBIL, TBIL, COWZ, XLG, CALF, SPYV, GLD, XLRE, SMH, IFRA.
Sold out of its positions in ADSK, GVAL, TOKE, CL, MUSA, UYG, TQQQ, IPO, ONEY, TGT. TXG, BNO, ESPO, SOLZ, WFC, ACN, MDT.
Copia Wealth Management was a net buyer of stock by $5.0M.
Copia Wealth Management has $140M in assets under management (AUM), dropping by 4.01%.
Central Index Key (CIK): 0002058771

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Portfolio Holdings for Copia Wealth Management

Copia Wealth Management holds 522 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Copia Wealth Management has 522 total positions. Only the first 250 positions are shown.

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Download the Copia Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	5.8	$8.1M	+11%	399k	20.24	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	4.8	$6.7M		84k	80.22	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	3.8	$5.3M	-10%	106k	49.88	View chart
Spdr Gold Shares Etf (GLD)	3.7	$5.2M	-3%	13k	396.31	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	3.3	$4.7M	+49%	184k	25.51	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.9	$4.1M	-7%	68k	60.17	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	2.9	$4.0M	-4%	71k	56.81	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.7	$3.8M		53k	72.68	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	2.7	$3.8M	+12%	38k	99.52	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	2.7	$3.7M	+2%	37k	102.39	View chart
Us Treasury 6 Month Bill Etf Etf (XBIL)	2.5	$3.5M	-20%	69k	50.07	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	2.4	$3.4M	-6%	58k	59.28	View chart
Simplify Health Care Etf Etf (PINK)	2.4	$3.4M	+8%	93k	36.60	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.4	$3.4M	-2%	35k	96.03	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	2.1	$3.0M	+54%	111k	26.48	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	1.7	$2.4M	+4%	26k	94.19	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	1.6	$2.3M	-9%	52k	44.37	View chart
Ark Next Generation Internet Etf Etf (ARKW)	1.4	$1.9M	-3%	13k	147.73	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.3	$1.9M	+9%	17k	110.19	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.3	$1.8M	-6%	5.1k	360.13	View chart
Apple Stock (AAPL)	1.2	$1.7M	+3%	6.3k	271.86	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.2	$1.7M	+5%	13k	129.16	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.1	$1.6M		2.3k	684.94	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.1	$1.5M	-3%	31k	49.65	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	1.1	$1.5M	+2%	43k	35.21	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	1.0	$1.4M	+22%	9.6k	144.16	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	1.0	$1.4M	+7%	16k	85.37	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	1.0	$1.3M	-3%	11k	124.20	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.9	$1.3M	-8%	25k	52.62	View chart
Amazon Stock (AMZN)	0.9	$1.2M	-2%	5.2k	230.82	View chart
Microsoft Corp Stock (MSFT)	0.8	$1.2M	+2%	2.4k	483.62	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.8	$1.1M	-12%	28k	40.35	View chart
Vanguard Value Etf Etf (VTV)	0.8	$1.1M		5.8k	190.99	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.7	$1.0M	-2%	15k	68.36	View chart
Ishares Msci India Etf Etf (INDA)	0.7	$980k	-8%	18k	54.05	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.7	$977k		9.8k	99.19	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.7	$957k	+5%	3.0k	323.01	View chart
Ishares Silver Trust Etf (SLV)	0.6	$892k	+9%	14k	64.42	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.6	$844k		7.4k	113.92	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.6	$787k		9.8k	80.63	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$781k	+2%	3.2k	246.16	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.5	$769k	-5%	14k	54.77	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.5	$758k		8.8k	85.77	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.5	$703k		16k	44.46	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.5	$680k	+78%	22k	30.45	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.5	$673k		3.8k	177.37	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.5	$632k	+13%	13k	48.72	View chart
Purecycle Technologies Stock (PCT)	0.4	$603k	+9%	70k	8.59	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.4	$590k	+16%	25k	23.23	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$576k	-15%	668.00	862.34	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.4	$563k		2.7k	211.79	View chart
Vanguard Total World Stock Etf Etf (VT)	0.4	$549k	+195%	3.9k	141.06	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.4	$537k	-5%	4.7k	114.66	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$532k		1.8k	290.22	View chart
Ishares Gold Trust Etf (IAU)	0.4	$524k		6.5k	81.17	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.4	$515k		6.4k	80.37	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$478k	+8%	979.00	488.01	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.3	$468k	-15%	4.5k	103.17	View chart
Tesla Stock (TSLA)	0.3	$460k	+2%	1.0k	449.72	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.3	$452k		8.9k	50.58	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.3	$452k	-6%	5.4k	83.61	View chart
Ishares Msci Australia Etf Etf (EWA)	0.3	$451k	-13%	17k	26.19	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$447k		5.0k	89.46	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.3	$447k	-2%	10k	42.87	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$442k	+4%	6.2k	71.41	View chart
Ishares Jpx-nikkei 400 Etf Etf (JPXN)	0.3	$438k	-15%	5.1k	86.47	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$434k		917.00	473.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$431k	+14%	1.4k	313.00	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$416k	+98%	2.9k	143.97	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$415k	+10%	676.00	614.31	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.3	$414k	NEW	4.6k	90.00	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.3	$404k	-12%	8.0k	50.46	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$400k		1.4k	279.14	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.3	$376k	+158%	3.9k	96.16	View chart
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG)	0.3	$367k	-11%	15k	24.29	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$343k	+2%	2.9k	120.18	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$342k	+91%	7.6k	44.71	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.2	$332k	+498%	2.1k	155.12	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$329k		798.00	412.77	View chart
Nike Inc Cl B Stock (NKE)	0.2	$318k		5.0k	63.71	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$316k		1.5k	212.07	View chart
Grayscale Ethereum Staking Mini Etf Etf (ETH)	0.2	$314k	-10%	11k	28.06	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$309k		2.2k	143.52	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$298k	-28%	987.00	302.11	View chart
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR)	0.2	$293k	-15%	10k	28.64	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.2	$264k	NEW	5.5k	47.79	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$252k	+2%	381.00	660.09	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.2	$249k	+28%	11k	22.43	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$247k	+3%	492.00	502.65	View chart
Pattern Group Inc Com Ser A Stock (PTRN)	0.2	$247k		21k	11.54	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.2	$238k		3.0k	80.74	View chart
Global X Defense Tech Etf Etf (SHLD)	0.2	$234k	+30%	3.6k	64.79	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$225k		359.00	626.34	View chart
Oracle Corp Stock (ORCL)	0.2	$222k	-16%	1.1k	194.88	View chart
Palo Alto Networks Stock (PANW)	0.2	$218k	+10%	1.2k	184.20	View chart
Defiance Quantum Etf Etf (QTUM)	0.2	$212k	+457%	1.9k	109.66	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$211k		959.00	219.78	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$205k		2.5k	82.82	View chart
Global X Data Center And Digital Infrastructure Etf Etf (DTCR)	0.1	$203k	NEW	9.6k	21.10	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$202k	-22%	4.2k	48.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$201k		598.00	335.27	View chart
Southern Stock (SO)	0.1	$200k		2.3k	87.19	View chart
Global X Silver Miners Etf Etf (SIL)	0.1	$198k	+10%	2.4k	83.52	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$195k	+341%	1.0k	191.56	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$191k		909.00	210.34	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$188k		502.00	373.44	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$186k	NEW	1.9k	96.28	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$183k		568.00	322.22	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$181k		4.1k	44.41	View chart
Ishares Msci Germany Etf Etf (EWG)	0.1	$178k	-12%	4.2k	42.50	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$176k		973.00	181.21	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$174k		3.8k	45.45	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$169k	-3%	3.1k	54.71	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$165k	-2%	2.0k	82.50	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$162k		3.5k	46.81	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$162k	+81%	3.8k	42.69	View chart
Nvidia Corporation Stock (NVDA)	0.1	$157k	+30%	840.00	186.51	View chart
Deere & Co Stock (DE)	0.1	$153k		329.00	465.57	View chart
Hedgeye Quality Growth Etf Etf (HGRO)	0.1	$151k	NEW	5.3k	28.39	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$149k	+3%	3.8k	39.72	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$147k		1.4k	105.69	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$146k		636.00	230.21	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$143k		1.3k	113.72	View chart
Philip Morris Intl Stock (PM)	0.1	$141k		878.00	160.40	View chart
Capital One Finl Corp Stock (COF)	0.1	$139k		575.00	242.36	View chart
Global X Uranium Etf Etf (URA)	0.1	$138k		3.2k	42.73	View chart
Ishares U.s. Insurance Etf Etf (IAK)	0.1	$137k	-11%	1.0k	136.15	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$136k		2.1k	66.00	View chart
Sofi Technologies Stock (SOFI)	0.1	$134k	-16%	5.1k	26.18	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$133k		969.00	136.94	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$132k	+9%	421.00	313.80	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$125k	+34733%	1.0k	119.41	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$124k		1.2k	106.70	View chart
Duke Energy Corp Stock (DUK)	0.1	$119k		1.0k	117.21	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.1	$115k		3.6k	31.77	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$111k		4.0k	27.43	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$111k		1.3k	87.16	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$110k	-5%	616.00	177.75	View chart
Broadcom Stock (AVGO)	0.1	$107k	-37%	309.00	346.12	View chart
Marathon Pete Corp Stock (MPC)	0.1	$103k		630.00	162.63	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.1	$102k	-5%	2.6k	38.73	View chart
Grayscale Ethereum Staking Etf Etf (ETHE)	0.1	$101k	-17%	4.2k	24.37	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.1	$100k	NEW	1.0k	97.22	View chart
Amgen Stock (AMGN)	0.1	$99k		302.00	327.31	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.1	$98k		1.6k	61.22	View chart
Quanta Svcs Stock (PWR)	0.1	$98k	+71%	231.00	422.06	View chart
Electronic Arts Stock (EA)	0.1	$95k	+50%	463.00	204.33	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$94k		1.2k	77.53	View chart
Procter & Gamble Stock (PG)	0.1	$92k		642.00	143.31	View chart
Invesco Db Precious Metals Fund Etf (DBP)	0.1	$92k	-14%	890.00	102.81	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$91k		1.2k	76.92	View chart
Ww Grainger Stock (GWW)	0.1	$91k		90.00	1009.06	View chart
Lowes Cos Stock (LOW)	0.1	$90k		375.00	241.16	View chart
Snowflake Stock (SNOW)	0.1	$89k	+104%	405.00	219.36	View chart
Chevron Corporation Stock (CVX)	0.1	$89k	-4%	582.00	152.41	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$87k	+46%	952.00	91.38	View chart
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW)	0.1	$85k		3.5k	24.40	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$85k		1.2k	73.56	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.1	$85k	+25%	1.2k	71.76	View chart
Aflac Stock (AFL)	0.1	$84k		759.00	110.27	View chart
Abbvie Stock (ABBV)	0.1	$80k	-5%	348.00	228.49	View chart
Unitedhealth Group Stock (UNH)	0.1	$79k		240.00	330.11	View chart
Invesco Investment Grade Defensive Etf Etf (IIGD)	0.1	$79k		3.2k	24.84	View chart
Ishares Msci Israel Etf Etf (EIS)	0.1	$76k	NEW	691.00	110.03	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$76k		1.9k	39.59	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.1	$74k	-7%	109.00	681.92	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.1	$73k	+3%	1.5k	47.63	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$73k	+30%	1.1k	69.76	View chart
Ishares Msci Mexico Etf Etf (EWW)	0.1	$73k	+3950%	1.1k	69.33	View chart
Vaneck Indonesia Index Etf Etf (IDX)	0.1	$73k	NEW	4.4k	16.51	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$71k		1.2k	56.96	View chart
Spdr S&p Global Infrastructure Etf Etf (GII)	0.1	$71k	+18%	1.0k	69.77	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$70k	+214%	636.00	109.91	View chart
Automatic Data Processing Stock (ADP)	0.0	$70k		270.00	257.23	View chart
Cameco Corp Stock (CCJ)	0.0	$69k		755.00	91.49	View chart
Itron Stock (ITRI)	0.0	$69k		741.00	92.86	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$69k		1.1k	62.47	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$68k		978.00	69.42	View chart
Cisco Sys Stock (CSCO)	0.0	$67k		875.00	77.03	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$67k		450.00	148.69	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$67k	-11%	194.00	342.97	View chart
Digital Rlty Tr Reit (DLR)	0.0	$64k		414.00	154.71	View chart
Analog Devices Stock (ADI)	0.0	$64k		236.00	271.26	View chart
Illinois Tool Wks Stock (ITW)	0.0	$64k		259.00	246.30	View chart
Xtrackers Short Duration High Yield Bond Etf Etf (SHYL)	0.0	$63k		1.4k	44.97	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$62k		1.9k	32.62	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$62k		1.9k	32.73	View chart
Welltower Reit (WELL)	0.0	$62k		333.00	185.61	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.0	$61k		1.6k	38.68	View chart
Altria Group Stock (MO)	0.0	$61k		1.1k	57.66	View chart
Home Depot Stock (HD)	0.0	$61k	-13%	177.00	344.10	View chart
Johnson & Johnson Stock (JNJ)	0.0	$61k		294.00	206.95	View chart
Netflix Stock (NFLX)	0.0	$60k	+949%	640.00	93.76	View chart
Ishares Msci China Etf Etf (MCHI)	0.0	$57k		952.00	60.07	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$57k		468.00	121.75	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$57k		587.00	96.27	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$56k		442.00	126.26	View chart
Eos Energy Enterprises Inc Com Cl A Stock (EOSE)	0.0	$55k		4.8k	11.46	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$55k		204.00	269.18	View chart
Centrus Energy Corp Cl A Stock (LEU)	0.0	$55k		225.00	242.76	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$54k	+7%	251.00	214.69	View chart
Emerson Elec Stock (EMR)	0.0	$52k		393.00	132.72	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$49k		1.1k	43.26	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$47k	-21%	1.1k	41.22	View chart
Nextera Energy Stock (NEE)	0.0	$47k		584.00	80.28	View chart
Phillips 66 Stock (PSX)	0.0	$47k		363.00	129.04	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$47k		514.00	90.97	View chart
Ge Aerospace Stock (GE)	0.0	$47k		151.00	308.03	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$45k	+13%	676.00	67.22	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$45k		117.00	386.85	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$44k	+79%	430.00	102.96	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$43k	NEW	851.00	50.59	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$43k	NEW	481.00	89.20	View chart
International Business Machs Stock (IBM)	0.0	$43k		144.00	296.21	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$42k		300.00	141.05	View chart
Cencora Stock (COR)	0.0	$41k		121.00	337.75	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$40k	-29%	707.00	56.89	View chart
L3harris Technologies Stock (LHX)	0.0	$40k		136.00	293.57	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$39k		743.00	52.88	View chart
Honeywell Intl Stock (HON)	0.0	$39k	-11%	199.00	195.09	View chart
Targa Res Corp Stock (TRGP)	0.0	$38k		205.00	184.50	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.0	$38k		299.00	126.46	View chart
Stryker Corporation Stock (SYK)	0.0	$38k		107.00	351.47	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$37k		300.00	123.26	View chart
Eli Lilly & Co Stock (LLY)	0.0	$37k		34.00	1074.68	View chart
Ally Finl Stock (ALLY)	0.0	$36k		802.00	45.29	View chart
Disney Walt Stock (DIS)	0.0	$36k	-3%	318.00	113.77	View chart
Simplify Interest Rate Hedge Etf Etf (PFIX)	0.0	$36k		745.00	47.93	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$36k		530.00	67.13	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$36k		1.1k	32.06	View chart
Abbott Labs Stock (ABT)	0.0	$35k		280.00	125.29	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$35k		564.00	62.15	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$34k	NEW	204.00	168.77	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$33k		331.00	99.88	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$32k		240.00	135.14	View chart
Mcdonalds Corp Stock (MCD)	0.0	$32k		106.00	305.63	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$32k		160.00	198.62	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$32k	+17%	493.00	64.39	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$31k	+3%	415.00	74.43	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$31k		146.00	209.12	View chart
Intuit Stock (INTU)	0.0	$31k	+15%	46.00	662.41	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$30k	+28%	63.00	468.76	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.0	$29k		90.00	321.60	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$29k		327.00	88.49	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$29k		96.00	301.15	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.0	$28k		696.00	40.86	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$28k		605.00	46.86	View chart
Texas Instrs Stock (TXN)	0.0	$28k		161.00	173.49	View chart
Williams Cos Stock (WMB)	0.0	$27k		456.00	60.11	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.0	$27k		210.00	128.83	View chart

Past Filings by Copia Wealth Management

SEC 13F filings are viewable for Copia Wealth Management going back to 2024

Copia Wealth Management 2025 Q4 filed Feb. 6, 2026
Copia Wealth Management 2025 Q3 filed Oct. 31, 2025
Copia Wealth Management 2025 Q2 filed July 28, 2025
Copia Wealth Management 2025 Q1 filed April 17, 2025
Copia Wealth Management 2024 Q4 filed March 6, 2025

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