Copia Wealth Management
$166M 13F equity value
583 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Copia Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | 517,622 | $10M | 6.3% |
| CLOX | ELDRIDGE AAA CLO ETF | 295,383 | $8M | 4.5% |
| VTWO | VANGUARD RUSSELL 2000 ETF | 47,741 | $6M | 3.5% |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 63,616 | $6M | 3.4% |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 52,101 | $5M | 3.2% |
| CLOZ | ELDRIDGE BBB-B CLO ETF | 187,206 | $5M | 3.0% |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 45,340 | $5M | 2.8% |
| GLD | SPDR GOLD SHARES | 12,030 | $4M | 2.7% |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | 72,224 | $4M | 2.2% |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 30,213 | $4M | 2.2% |
Track Copia Wealth Management's 13F portfolio: $166M in reported holdings, 583 positions. Top holdings and quarterly changes on SentiSense.
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