Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Copia Wealth Management

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

Top 5 stock holdings are BUXX, CLOX, VTWO, SPYM, EMXC, and represent 20.88% of Copia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CLOX, BUXX, CLOZ, FTGC, STIP, NVDA, VYMI, RSP, VO, XLI.
Started 54 new stock positions in SPCX, RIO, BND, ETN, ODFL, CRH, DFIS, AVEM, CLOI, FWD.
Reduced shares in these 10 stocks: TBIL, IEF, SPYM, CALF, XLG, GLD, COWZ, SPYV, IWN, XBIL.
Sold out of its positions in ALK, COMP, SOXL, XPON, XOM, Honeywell International, JXI, MGM, OGI, PTON. SPG, STKL, BNO, CPER, U, STNE.
Copia Wealth Management was a net buyer of stock by $9.7M.
Copia Wealth Management has $167M in assets under management (AUM), dropping by 14.40%.
Central Index Key (CIK): 0002058771

Tip: Access up to 7 years of quarterly data

Positions held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Copia Wealth Management

Copia Wealth Management holds 570 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Copia Wealth Management has 570 total positions. Only the first 250 positions are shown.

Sign up to view all of the Copia Wealth Management June 30, 2026 positions
Download the Copia Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	6.3	$11M	+8%	518k	20.24	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	4.5	$7.6M	+13%	295k	25.61	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	3.5	$5.8M	+6%	48k	121.42	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	3.4	$5.6M	-3%	64k	87.88	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	3.2	$5.3M		52k	102.30	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	3.0	$4.9M	+15%	187k	26.42	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	2.8	$4.6M	+14%	45k	102.16	View chart
Spdr Gold Shares Etf (GLD)	2.7	$4.4M	-2%	12k	368.38	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	2.2	$3.6M	-8%	72k	49.86	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	2.2	$3.6M	+4%	30k	119.13	View chart
Simplify Health Care Etf Etf (PINK)	2.1	$3.5M		90k	39.15	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	2.1	$3.4M	+16%	35k	98.20	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.9	$3.1M	-2%	52k	60.79	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	1.8	$3.1M	+8%	18k	173.52	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.8	$2.9M		28k	103.88	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.6	$2.7M	+6%	17k	163.58	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.6	$2.7M	-3%	43k	62.20	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.6	$2.6M	-2%	4.0k	655.89	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.5	$2.5M	+23%	12k	212.77	View chart
Vanguard Total World Stock Etf Etf (VT)	1.5	$2.5M	+15%	16k	156.95	View chart
Us Treasury 6 Month Bill Etf Etf (XBIL)	1.4	$2.3M	-3%	47k	50.00	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	1.3	$2.2M	-5%	36k	61.23	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	1.3	$2.1M	+19%	12k	185.23	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	1.2	$2.0M	+41%	75k	27.05	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.2	$1.9M	-3%	18k	109.07	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	1.1	$1.8M	+20%	31k	58.92	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	1.1	$1.8M	-7%	35k	50.61	View chart
Amazon Stock (AMZN)	1.1	$1.8M	-2%	7.4k	238.34	View chart
Ishares Latin America 40 Etf Etf (ILF)	1.0	$1.7M	+14%	50k	33.75	View chart
Apple Stock (AAPL)	1.0	$1.7M		5.7k	289.37	View chart
Defiance Quantum Etf Etf (QTUM)	0.9	$1.5M	+12%	9.3k	165.38	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.9	$1.5M	-4%	10k	144.86	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.9	$1.4M	+21%	27k	53.11	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.8	$1.4M	+18%	6.9k	201.90	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.8	$1.4M	+7%	17k	79.42	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.8	$1.3M	+18%	14k	96.44	View chart
Global X Data Center And Digital Infrastructure Etf Etf (DTCR)	0.7	$1.2M	+21%	41k	30.37	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.7	$1.2M	+17%	10k	115.98	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$1.1M		1.5k	748.89	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.7	$1.1M		5.1k	217.93	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.7	$1.1M	+6%	33k	33.29	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.6	$1.1M	-3%	2.7k	393.96	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.6	$1.1M		9.8k	107.50	View chart
Hedgeye Quality Growth Etf Etf (HGRO)	0.6	$1.0M	+18%	33k	31.35	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.6	$1.0M		16k	63.04	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.5	$914k	-2%	21k	44.03	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$878k	-2%	2.9k	300.45	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.5	$877k		7.1k	124.42	View chart
Microsoft Corp Stock (MSFT)	0.5	$869k		2.3k	373.02	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.5	$787k	-7%	20k	40.15	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.5	$767k		13k	59.50	View chart
Purecycle Technologies Stock (PCT)	0.5	$764k	+6%	94k	8.11	View chart
Ishares Msci India Etf Etf (INDA)	0.4	$736k	-6%	15k	49.39	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$716k	+8%	2.0k	357.37	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.4	$680k		3.4k	197.60	View chart
Ishares Silver Trust Etf (SLV)	0.4	$678k		13k	53.47	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.4	$662k	+5%	15k	45.52	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.4	$651k	-4%	8.1k	79.97	View chart
Nvidia Corporation Stock (NVDA)	0.4	$651k	+323%	3.3k	200.10	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.4	$584k	+2%	12k	49.88	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.3	$549k	+5%	5.2k	104.93	View chart
Pattern Group Inc Com Ser A Stock (PTRN)	0.3	$540k		21k	25.19	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.3	$532k	+332%	6.6k	80.57	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$527k	-6%	563.00	935.47	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.3	$508k		2.1k	242.99	View chart
Ishares Gold Trust Etf (IAU)	0.3	$492k	-5%	6.5k	75.51	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$470k		6.1k	76.55	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.3	$469k	+14%	4.4k	107.82	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$465k		6.2k	75.45	View chart
Ishares Msci Israel Etf Etf (EIS)	0.3	$461k	+19%	3.8k	120.71	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.3	$459k		11k	42.41	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$456k		3.1k	148.31	View chart
Ishares Msci Mexico Etf Etf (EWW)	0.3	$452k	+21%	6.0k	75.27	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.3	$452k		8.9k	50.58	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.3	$442k	-3%	3.3k	132.22	View chart
Tesla Stock (TSLA)	0.3	$437k		1.0k	420.60	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$420k		4.3k	96.58	View chart
Ishares Jpx-nikkei 400 Etf Etf (JPXN)	0.2	$406k	-3%	4.1k	99.14	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$402k		546.00	736.40	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$399k	+278%	3.2k	124.17	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.2	$391k	+85%	3.3k	117.09	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$372k		2.0k	190.52	View chart
Palo Alto Networks Stock (PANW)	0.2	$370k	-7%	1.1k	341.02	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$369k	+142%	537.00	686.45	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.2	$368k	+483%	4.3k	86.15	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.2	$367k		1.2k	306.30	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.2	$361k		987.00	365.70	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.2	$350k	-6%	3.2k	109.35	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.2	$345k	-13%	3.9k	88.54	View chart
Ishares Msci Australia Etf Etf (EWA)	0.2	$326k	-10%	12k	28.16	View chart
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG)	0.2	$320k	-6%	13k	23.92	View chart
Quanta Svcs Stock (PWR)	0.2	$317k	+10%	440.00	720.04	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.2	$305k	+3%	6.7k	45.34	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$295k		1.3k	227.06	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$294k	-3%	4.3k	68.41	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$275k		1.7k	158.03	View chart
Snowflake Stock (SNOW)	0.2	$264k	+2%	1.0k	254.50	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.2	$264k	+2%	2.8k	93.27	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.2	$263k	+398%	3.0k	87.91	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.2	$252k		681.00	370.04	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$249k		497.00	500.39	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$244k		4.8k	50.63	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$238k	-23%	4.4k	53.61	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$224k		947.00	236.62	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$222k	+31%	2.0k	109.43	View chart
Deere & Co Stock (DE)	0.1	$211k		332.00	634.33	View chart
Southern Stock (SO)	0.1	$210k		2.2k	95.69	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$205k		4.1k	50.39	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$204k		4.6k	43.96	View chart
Grayscale Ethereum Staking Mini Etf Etf (ETH)	0.1	$203k	+15%	14k	15.03	View chart
Global X Defense Tech Etf Etf (SHLD)	0.1	$200k	-2%	3.3k	59.71	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$200k		597.00	334.69	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.1	$195k	+27%	16k	11.89	View chart
Nike Inc Cl B Stock (NKE)	0.1	$193k		4.7k	41.05	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$190k	-3%	255.00	746.77	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$187k		570.00	327.33	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$185k		329.00	563.30	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$182k		2.0k	90.79	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$182k	-50%	1.9k	94.57	View chart
Philip Morris Intl Stock (PM)	0.1	$180k	+13%	996.00	180.95	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$179k		3.5k	51.78	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$178k		435.00	409.50	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$172k		1.3k	136.68	View chart
Marathon Pete Corp Stock (MPC)	0.1	$166k	+3%	651.00	255.67	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$163k	-5%	3.2k	50.84	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$158k		2.2k	71.25	View chart
Electronic Arts Stock (EA)	0.1	$155k	+63%	758.00	205.04	View chart
Oracle Corp Stock (ORCL)	0.1	$153k	-8%	1.0k	146.52	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$152k	+36%	1.8k	86.42	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$152k	+700%	1.3k	119.52	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$152k		626.00	242.43	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$150k		1.9k	77.11	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$140k	+128%	1.5k	91.64	View chart
Global X Silver Miners Etf Etf (SIL)	0.1	$139k		1.8k	77.46	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.1	$137k	+30%	1.9k	73.66	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$135k	+16%	1.3k	101.65	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$130k	+7%	369.00	353.33	View chart
Duke Energy Corp Stock (DUK)	0.1	$129k		1.0k	126.61	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$127k	-41%	573.00	221.20	View chart
Ww Grainger Stock (GWW)	0.1	$122k		90.00	1360.40	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$117k		1.4k	82.11	View chart
State Street Spdr S&p North American Natural Resources Etf Etf (NANR)	0.1	$117k	NEW	1.6k	75.50	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.1	$115k		1.6k	71.81	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$114k		569.00	200.04	View chart
Abbvie Stock (ABBV)	0.1	$113k	+28%	448.00	251.64	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$112k		2.3k	49.55	View chart
Amgen Stock (AMGN)	0.1	$109k		302.00	362.12	View chart
Global X Uranium Etf Etf (URA)	0.1	$108k	+6%	2.5k	43.70	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$105k		1.3k	83.75	View chart
Cisco Sys Stock (CSCO)	0.1	$103k		875.00	117.46	View chart
Unitedhealth Group Stock (UNH)	0.1	$100k		240.00	415.63	View chart
Chevron Corporation Stock (CVX)	0.1	$98k	+2%	591.00	165.88	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$96k		1.1k	90.60	View chart
Analog Devices Stock (ADI)	0.1	$96k	+2%	242.00	397.50	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$92k	+30%	1.1k	82.27	View chart
Vaneck Clo Etf Etf (CLOI)	0.1	$91k	NEW	1.7k	52.95	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.1	$89k		577.00	154.26	View chart
Aflac Stock (AFL)	0.1	$89k		759.00	117.25	View chart
Broadcom Stock (AVGO)	0.1	$87k	+2%	230.00	378.56	View chart
Vaneck Oil Services Etf Etf (OIH)	0.1	$85k	+193%	229.00	372.03	View chart
Welltower Reit (WELL)	0.1	$84k		369.00	226.97	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.0	$83k		1.2k	66.45	View chart
Lowes Cos Stock (LOW)	0.0	$83k		375.00	220.49	View chart
Invesco Db Precious Metals Fund Etf (DBP)	0.0	$82k		890.00	92.47	View chart
Capital One Finl Corp Stock (COF)	0.0	$81k		403.00	200.62	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$78k		710.00	109.11	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$77k	+7%	662.00	116.67	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$77k		1.7k	44.36	View chart
Cameco Corp Stock (CCJ)	0.0	$77k		755.00	101.86	View chart
Altria Group Stock (MO)	0.0	$77k		1.1k	71.95	View chart
Digital Rlty Tr Reit (DLR)	0.0	$76k		421.00	179.58	View chart
Johnson & Johnson Stock (JNJ)	0.0	$75k		294.00	253.97	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$74k	+18%	97.00	763.14	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$74k		450.00	164.27	View chart
Ishares Msci Germany Etf Etf (EWG)	0.0	$74k	-2%	1.8k	41.37	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$73k		968.00	75.79	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$73k	+23%	1.4k	52.33	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$73k		879.00	82.84	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$73k	-28%	899.00	80.82	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.0	$72k	-2%	2.1k	34.50	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$71k		194.00	365.87	View chart
Illinois Tool Wks Stock (ITW)	0.0	$70k		259.00	270.47	View chart
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR)	0.0	$70k	-32%	2.2k	31.77	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$70k		1.9k	36.84	View chart
Ge Aerospace Stock (GE)	0.0	$67k	+19%	180.00	373.73	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$66k		451.00	146.41	View chart
Sofi Technologies Stock (SOFI)	0.0	$65k	+7%	3.6k	17.93	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$64k		584.00	110.32	View chart
Itron Stock (ITRI)	0.0	$64k		741.00	86.53	View chart
Procter & Gamble Stock (PG)	0.0	$63k		427.00	146.64	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$62k	+2%	257.00	242.42	View chart
Xtrackers Short Duration High Yield Bond Etf Etf (SHYL)	0.0	$62k		1.4k	44.43	View chart
Home Depot Stock (HD)	0.0	$62k	-2%	175.00	352.68	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.0	$62k		96.00	640.76	View chart
Phillips 66 Stock (PSX)	0.0	$61k		363.00	169.05	View chart
Invesco S&p Smallcap Industrials Etf Etf (PSCI)	0.0	$61k	+55%	326.00	186.06	View chart
Automatic Data Processing Stock (ADP)	0.0	$61k		270.00	224.01	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$60k		513.00	117.28	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$58k		2.2k	25.95	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$57k		481.00	118.99	View chart
Emerson Elec Stock (EMR)	0.0	$56k		393.00	143.15	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.0	$56k		90.00	623.70	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$56k	+7580%	1.2k	48.43	View chart
Agnt Stock	0.0	$55k	+11%	10k	5.41	View chart
Targa Res Corp Stock (TRGP)	0.0	$55k		205.00	268.14	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$54k		204.00	264.72	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$54k		1.1k	47.72	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$54k	+25%	112.00	477.57	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.0	$53k	-13%	1.3k	39.46	View chart
Yum Brands Stock (YUM)	0.0	$51k	+94%	321.00	159.86	View chart
Nextera Energy Stock (NEE)	0.0	$51k		584.00	87.83	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$51k		308.00	164.60	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$51k		368.00	137.53	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$50k		117.00	426.40	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$50k		1.1k	43.30	View chart
Texas Instrs Stock (TXN)	0.0	$49k	+2%	165.00	298.07	View chart
Intel Corp Stock (INTC)	0.0	$49k		350.00	139.63	View chart
Invesco Investment Grade Defensive Etf Etf (IIGD)	0.0	$48k		2.0k	24.45	View chart
Ge Vernova Stock (GEV)	0.0	$47k	+29%	40.00	1174.85	View chart
Ishares U.s. Insurance Etf Etf (IAK)	0.0	$47k		332.00	140.56	View chart
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW)	0.0	$47k		1.8k	26.52	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$45k	NEW	266.00	170.86	View chart
Netflix Stock (NFLX)	0.0	$45k		631.00	71.40	View chart
Davita Stock (DVA)	0.0	$45k		202.00	222.48	View chart
Mcdonalds Corp Stock (MCD)	0.0	$45k	+56%	166.00	270.31	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$44k	+5%	252.00	176.32	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.0	$44k		299.00	146.26	View chart
Eli Lilly & Co Stock (LLY)	0.0	$42k	+6%	35.00	1199.43	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$41k		1.1k	36.76	View chart
Caterpillar Stock (CAT)	0.0	$41k		38.00	1066.00	View chart
International Business Machs Stock (IBM)	0.0	$41k		144.00	281.21	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$40k		530.00	76.11	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$40k		691.00	57.67	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$40k		300.00	131.60	View chart
State Street Spdr S&p Global Infrastructure Etf Etf (GII)	0.0	$39k	+32%	520.00	75.71	View chart
L3harris Technologies Stock (LHX)	0.0	$39k		135.00	290.59	View chart
Grayscale Ethereum Staking Etf Etf (ETHE)	0.0	$39k		3.0k	12.76	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$39k		204.00	190.19	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$39k		740.00	52.41	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.0	$38k		1.1k	33.88	View chart
Centrus Energy Corp Cl A Stock (LEU)	0.0	$38k		225.00	167.87	View chart
Applied Matls Stock (AMAT)	0.0	$36k		50.00	723.00	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$36k		146.00	246.21	View chart
Invesco S&p Smallcap Energy Etf Etf (PSCE)	0.0	$36k	+4%	646.00	54.96	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$35k		160.00	219.43	View chart
Cencora Stock (COR)	0.0	$34k		121.00	282.98	View chart
Williams Cos Stock (WMB)	0.0	$34k		456.00	74.34	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$34k		493.00	68.68	View chart
Stryker Corporation Stock (SYK)	0.0	$34k		107.00	314.84	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$33k		331.00	98.98	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 Q2 filed Aug. 18, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z