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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, CLOX, GLD, SPYM, VTWO, and represent 21.37% of Copia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VYMI, CLOX, RSP, BUXX, VT, CLOZ, XLI, DXJ, PAVE, EMB.
Started 27 new stock positions in DAL, PTON, SPMD, STX, JXI, OGI, MSI, EXPI, APO, MGM.
Reduced shares in these 10 stocks: COWZ, SPYM, TBIL, XLG, XBIL, SPYV, COWG, CALF, EFA, IVV.
Sold out of its positions in PPLT, PALL, BBLU, Confluent, FETH, QQQM, ILCG, MCHI, USHY, POR. SDY, CRM, SCHG, SCHD, SFYX, HODL, VHT.
Copia Wealth Management was a net buyer of stock by $6.8M.
Copia Wealth Management has $146M in assets under management (AUM), dropping by 3.99%.
Central Index Key (CIK): 0002058771

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Portfolio Holdings for Copia Wealth Management

Copia Wealth Management holds 532 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Copia Wealth Management has 532 total positions. Only the first 250 positions are shown.

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Download the Copia Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	6.6	$9.6M	+19%	476k	20.25	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	4.6	$6.6M	+41%	260k	25.57	View chart
Spdr Gold Shares Etf (GLD)	3.6	$5.3M	-6%	12k	430.29	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	3.5	$5.0M	-21%	66k	76.54	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	3.1	$4.5M	+16%	45k	100.17	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	2.9	$4.1M	+45%	162k	25.65	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	2.8	$4.1M	+8%	40k	103.43	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.8	$4.0M	-3%	51k	78.66	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	2.7	$3.9M	-25%	79k	49.86	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	2.1	$3.0M	-24%	53k	56.58	View chart
Simplify Health Care Etf Etf (PINK)	2.1	$3.0M	-4%	89k	33.66	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.9	$2.8M	+553%	30k	94.24	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.9	$2.8M	-33%	45k	62.56	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	1.9	$2.8M	+13%	29k	96.62	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.9	$2.8M	-18%	28k	97.13	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	1.8	$2.6M	+70%	16k	158.58	View chart
Us Treasury 6 Month Bill Etf Etf (XBIL)	1.7	$2.4M	-30%	48k	50.03	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	1.4	$2.1M	-33%	38k	54.55	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.4	$2.0M	+7%	18k	108.99	View chart
Vanguard Total World Stock Etf Etf (VT)	1.3	$1.9M	+252%	14k	138.32	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.3	$1.8M	+836%	9.5k	191.92	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.3	$1.8M	+20%	15k	118.51	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	1.2	$1.7M	-27%	38k	44.87	View chart
Amazon Stock (AMZN)	1.1	$1.6M	+46%	7.6k	208.27	View chart
Ishares Latin America 40 Etf Etf (ILF)	1.1	$1.6M	+96%	44k	35.52	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.1	$1.6M	-20%	4.1k	383.40	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	1.1	$1.5M	+346%	9.5k	161.73	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	1.0	$1.5M	+107%	53k	28.71	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	1.0	$1.5M		16k	92.69	View chart
Apple Stock (AAPL)	1.0	$1.5M	-8%	5.8k	253.79	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.9	$1.4M	+191%	22k	61.26	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.9	$1.3M	+365%	26k	50.81	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.9	$1.3M	-18%	11k	120.61	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.8	$1.2M		31k	38.42	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.8	$1.2M	-18%	8.9k	133.19	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.8	$1.1M	+507%	12k	93.93	View chart
Vanguard Value Etf Etf (VTV)	0.7	$1.0M	-10%	5.2k	196.20	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$999k	-33%	1.5k	653.21	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.7	$969k		9.8k	98.38	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.6	$927k	-34%	16k	57.20	View chart
Defiance Quantum Etf Etf (QTUM)	0.6	$887k	+328%	8.3k	107.30	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.6	$882k	-5%	2.8k	313.81	View chart
Ishares Silver Trust Etf (SLV)	0.6	$868k	-7%	13k	68.14	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.6	$867k	-24%	21k	40.83	View chart
Microsoft Corp Stock (MSFT)	0.6	$863k	-3%	2.3k	370.17	View chart
Global X Data Center And Digital Infrastructure Etf Etf (DTCR)	0.6	$804k	+248%	34k	23.96	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.5	$788k	-4%	7.1k	111.37	View chart
Hedgeye Quality Growth Etf Etf (HGRO)	0.5	$786k	+430%	28k	27.90	View chart
Ishares Msci India Etf Etf (INDA)	0.5	$747k	-11%	16k	46.84	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$742k	-5%	3.0k	248.00	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.5	$729k	-9%	14k	52.76	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.5	$720k	+468%	5.9k	123.01	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.5	$714k	-50%	21k	33.74	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.5	$678k	-12%	8.5k	79.56	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.4	$651k		13k	50.48	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.4	$634k	-9%	3.4k	184.28	View chart
Ishares Gold Trust Etf (IAU)	0.4	$607k	+6%	6.9k	88.16	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$603k	-9%	605.00	996.43	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.4	$592k	-28%	11k	52.06	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$570k	-29%	6.2k	91.77	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$533k	+34%	1.9k	287.56	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.3	$461k	+4%	11k	42.31	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$458k		6.2k	74.35	View chart
Purecycle Technologies Stock (PCT)	0.3	$458k	+25%	88k	5.19	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.3	$452k		8.9k	50.62	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$447k	-22%	2.1k	217.25	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$438k	-16%	1.5k	287.18	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$388k	-14%	4.3k	90.53	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.3	$388k	-26%	3.5k	112.45	View chart
Ishares Jpx-nikkei 400 Etf Etf (JPXN)	0.3	$386k	-16%	4.2k	91.42	View chart
Tesla Stock (TSLA)	0.3	$381k		1.0k	371.75	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$377k	+6%	3.0k	124.31	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.3	$374k	-22%	5.0k	75.09	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.3	$372k	-16%	4.5k	82.43	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.3	$371k		3.9k	95.44	View chart
Ishares Msci Mexico Etf Etf (EWW)	0.3	$371k	+368%	4.9k	75.23	View chart
Ishares Msci Israel Etf Etf (EIS)	0.3	$370k	+360%	3.2k	116.04	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$362k	-7%	848.00	426.40	View chart
Ishares Msci Australia Etf Etf (EWA)	0.2	$360k	-24%	13k	27.76	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.2	$354k	-24%	3.4k	103.88	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.2	$346k	+686%	3.8k	91.52	View chart
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG)	0.2	$345k	-4%	14k	24.03	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$320k	-25%	733.00	436.97	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$319k	-18%	552.00	577.18	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$313k	-15%	1.2k	257.35	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$298k		987.00	302.25	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.2	$298k	+71%	6.5k	45.89	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$285k	-58%	5.8k	49.37	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$278k	-11%	1.3k	211.15	View chart
Pattern Group Inc Com Ser A Stock (PTRN)	0.2	$266k		21k	12.43	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$261k	-18%	1.8k	148.10	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$259k	-32%	2.0k	132.90	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$252k	+44%	4.4k	56.79	View chart
Nike Inc Cl B Stock (NKE)	0.2	$250k	-5%	4.7k	52.82	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$244k	-39%	4.8k	50.63	View chart
Global X Defense Tech Etf Etf (SHLD)	0.2	$243k	-4%	3.4k	70.84	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$237k		494.00	479.20	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.2	$234k	-6%	2.8k	84.44	View chart
Grayscale Ethereum Staking Mini Etf Etf (ETH)	0.2	$232k	+4%	12k	19.86	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$221k	-24%	600.00	367.44	View chart
Quanta Svcs Stock (PWR)	0.2	$219k	+72%	398.00	549.02	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$219k	+13%	681.00	320.81	View chart
Southern Stock (SO)	0.1	$212k	-4%	2.2k	96.50	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.1	$209k	NEW	1.8k	116.29	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$206k		959.00	215.06	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.1	$203k	+15%	13k	15.83	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$198k	+23%	4.6k	42.67	View chart
Palo Alto Networks Stock (PANW)	0.1	$189k		1.2k	160.32	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$188k	-13%	329.00	572.15	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$186k		4.1k	45.65	View chart
Deere & Co Stock (DE)	0.1	$185k		329.00	563.30	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$185k		973.00	189.59	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$172k	+143%	265.00	650.34	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$171k	+143%	1.5k	110.36	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$169k	-19%	3.4k	49.61	View chart
Oracle Corp Stock (ORCL)	0.1	$168k		1.1k	147.09	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$167k		566.00	294.16	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$163k		3.5k	46.91	View chart
Global X Silver Miners Etf Etf (SIL)	0.1	$162k	-24%	1.8k	90.08	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$159k		2.0k	79.06	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$155k	-13%	435.00	356.56	View chart
Marathon Pete Corp Stock (MPC)	0.1	$154k		630.00	244.18	View chart
Snowflake Stock (SNOW)	0.1	$154k	+151%	1.0k	150.82	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$149k		1.3k	118.45	View chart
Philip Morris Intl Stock (PM)	0.1	$145k		878.00	165.39	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$142k	+101%	2.2k	64.08	View chart
Nvidia Corporation Stock (NVDA)	0.1	$134k	-8%	768.00	174.41	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$134k	-31%	626.00	213.67	View chart
Duke Energy Corp Stock (DUK)	0.1	$133k		1.0k	130.97	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$132k	-38%	221.00	597.55	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$131k	-5%	1.9k	67.53	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$129k	-6%	597.00	215.98	View chart
Chevron Corporation Stock (CVX)	0.1	$120k		579.00	207.06	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$118k	-42%	1.4k	82.57	View chart
Global X Uranium Etf Etf (URA)	0.1	$113k	-27%	2.3k	48.43	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$112k		1.3k	86.69	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$111k	+367%	159.00	697.72	View chart
Amgen Stock (AMGN)	0.1	$106k		302.00	351.85	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.1	$106k	NEW	1.4k	73.94	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.1	$105k	+30%	577.00	181.83	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$105k	-40%	2.3k	46.23	View chart
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR)	0.1	$101k	-68%	3.2k	31.22	View chart
Ww Grainger Stock (GWW)	0.1	$98k		90.00	1090.81	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$98k	-18%	342.00	286.86	View chart
Invesco Db Precious Metals Fund Etf (DBP)	0.1	$98k		890.00	110.04	View chart
Electronic Arts Stock (EA)	0.1	$94k		463.00	203.87	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$94k	+8%	1.3k	75.10	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$91k	NEW	569.00	159.61	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$90k		616.00	146.28	View chart
Lowes Cos Stock (LOW)	0.1	$89k		375.00	236.28	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$86k	-22%	1.1k	80.05	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$85k	+5%	1.3k	67.59	View chart
Aflac Stock (AFL)	0.1	$83k		759.00	109.71	View chart
Cameco Corp Stock (CCJ)	0.1	$82k		755.00	108.61	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.1	$82k	-41%	2.1k	38.39	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.1	$81k		1.6k	50.66	View chart
Abbvie Stock (ABBV)	0.1	$76k		348.00	217.49	View chart
Analog Devices Stock (ADI)	0.1	$75k		236.00	318.33	View chart
Digital Rlty Tr Reit (DLR)	0.1	$75k		414.00	180.21	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$74k		1.2k	59.19	View chart
Capital One Finl Corp Stock (COF)	0.1	$74k	-29%	403.00	182.43	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$73k	+8%	1.1k	64.22	View chart
Welltower Reit (WELL)	0.1	$73k	+10%	369.00	197.71	View chart
Ishares Msci Germany Etf Etf (EWG)	0.0	$73k	-56%	1.8k	39.67	View chart
Johnson & Johnson Stock (JNJ)	0.0	$72k		294.00	244.44	View chart
Altria Group Stock (MO)	0.0	$70k		1.1k	65.99	View chart
Broadcom Stock (AVGO)	0.0	$69k	-27%	224.00	309.89	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$68k		968.00	70.18	View chart
Cisco Sys Stock (CSCO)	0.0	$68k		875.00	77.59	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$68k	-9%	1.7k	38.86	View chart
Illinois Tool Wks Stock (ITW)	0.0	$67k		259.00	260.29	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$67k	-14%	2.2k	29.99	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$67k	+38%	710.00	94.58	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$67k	-29%	855.00	78.41	View chart
Itron Stock (ITRI)	0.0	$66k		741.00	89.63	View chart
Phillips 66 Stock (PSX)	0.0	$66k		363.00	182.18	View chart
Unitedhealth Group Stock (UNH)	0.0	$65k		240.00	270.59	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$64k		1.9k	33.97	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$64k		450.00	142.43	View chart
Xtrackers Short Duration High Yield Bond Etf Etf (SHYL)	0.0	$62k		1.4k	44.39	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$62k		194.00	318.07	View chart
Procter & Gamble Stock (PG)	0.0	$62k	-33%	427.00	144.44	View chart
Netflix Stock (NFLX)	0.0	$62k		640.00	96.15	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$61k	+30%	879.00	69.75	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$61k	-29%	667.00	91.64	View chart
Home Depot Stock (HD)	0.0	$59k		179.00	328.89	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.0	$59k		1.5k	38.01	View chart
Vaneck Indonesia Index Etf Etf (IDX)	0.0	$58k	-3%	4.2k	13.76	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$58k	-53%	451.00	128.12	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$57k		584.00	97.23	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$56k	-3%	1.1k	49.59	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$56k	-50%	513.00	108.98	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$55k		251.00	218.75	View chart
Automatic Data Processing Stock (ADP)	0.0	$55k		270.00	203.24	View chart
Exp World Hldgs Stock (EXPI)	0.0	$55k	NEW	9.1k	5.99	View chart
Nextera Energy Stock (NEE)	0.0	$54k		584.00	92.95	View chart
Sofi Technologies Stock (SOFI)	0.0	$54k	-33%	3.4k	15.88	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$53k		1.1k	46.24	View chart
Grayscale Ethereum Staking Etf Etf (ETHE)	0.0	$52k	-26%	3.1k	17.07	View chart
Emerson Elec Stock (EMR)	0.0	$52k		393.00	131.02	View chart
Targa Res Corp Stock (TRGP)	0.0	$51k		205.00	250.73	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$51k		1.1k	45.53	View chart
Invesco Investment Grade Defensive Etf Etf (IIGD)	0.0	$49k	-38%	2.0k	24.59	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$48k		204.00	234.03	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$47k	-58%	481.00	97.91	View chart
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW)	0.0	$47k	-49%	1.8k	26.67	View chart
L3harris Technologies Stock (LHX)	0.0	$47k		135.00	345.15	View chart
Honeywell Intl Stock (HON)	0.0	$45k		199.00	226.03	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$45k	+2%	308.00	145.74	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.0	$44k	+41%	1.1k	39.20	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$43k		117.00	370.68	View chart
Ge Aerospace Stock (GE)	0.0	$43k		151.00	283.77	View chart
Ishares U.s. Insurance Etf Etf (IAK)	0.0	$43k	-67%	332.00	128.29	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$42k		430.00	98.72	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$42k		1.1k	37.84	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$42k	+22%	368.00	113.11	View chart
Centrus Energy Corp Cl A Stock (LEU)	0.0	$39k		225.00	173.59	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$39k		740.00	52.56	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.0	$38k		299.00	128.26	View chart
Cencora Stock (COR)	0.0	$38k		121.00	314.14	View chart
Invesco S&p Smallcap Energy Etf Etf (PSCE)	0.0	$38k	+44%	620.00	60.97	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$36k		530.00	68.47	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$36k	NEW	300.00	120.81	View chart
Stryker Corporation Stock (SYK)	0.0	$35k		107.00	328.59	View chart
International Business Machs Stock (IBM)	0.0	$35k		144.00	242.39	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$34k		204.00	168.85	View chart
Simplify Interest Rate Hedge Etf Etf (PFIX)	0.0	$34k		745.00	46.23	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$33k	+14%	691.00	48.32	View chart
Williams Cos Stock (WMB)	0.0	$33k		456.00	72.78	View chart
Mcdonalds Corp Stock (MCD)	0.0	$33k		106.00	310.79	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$33k		331.00	99.27	View chart
Invesco S&p Smallcap Industrials Etf Etf (PSCI)	0.0	$33k	+483%	210.00	154.63	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$32k	+30%	82.00	390.41	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$32k		96.00	328.66	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$32k	+2500%	78.00	404.21	View chart
Texas Instrs Stock (TXN)	0.0	$31k		161.00	194.14	View chart
Davita Stock (DVA)	0.0	$31k		202.00	153.69	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$31k		160.00	191.81	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$31k		493.00	62.08	View chart
Eli Lilly & Co Stock (LLY)	0.0	$30k	-2%	33.00	919.76	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$30k		240.00	126.35	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$30k		564.00	53.35	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$30k		89.00	337.96	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$30k		146.00	205.80	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$30k	-30%	592.00	50.61	View chart
State Street Spdr S&p Global Infrastructure Etf Etf (GII)	0.0	$30k	-61%	392.00	76.02	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$29k	+43%	544.00	54.05	View chart
State Street Spdr S&p International Small Cap Etf Etf (GWX)	0.0	$29k		696.00	42.23	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.0	$29k		90.00	326.12	View chart
Walmart Stock (WMT)	0.0	$29k		236.00	124.28	View chart

Past Filings by Copia Wealth Management

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

Copia Wealth Management 2026 Q1 filed May 4, 2026
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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