13F filer
Copia Wealth Management
13F Value
$166.5M
Positions
570
Top Position
BUXX6.3%
Top 5
20.9%
Latest filing changes
vs Mar 31, 2026Holdings570
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | BUXX | 6.3% | $10.5M | +8.8% | 517.6K | 6.6% | ETF | |
| 2 | CLOX | 4.5% | $7.6M | +13.7% | 295.4K | 4.6% | ETF | |
| 3 | VTWO | 3.5% | $5.8M | +6.3% | 47.7K | 3.1% | ETF | |
| 4 | SPYM | 3.4% | $5.6M | -3.1% | 63.6K | 3.5% | ETF | |
| 5 | EMXC | 3.2% | $5.3M | +1.7% | 52.1K | 2.8% | ETF | |
| 6 | CLOZ | 3.0% | $4.9M | +15.8% | 187.2K | 2.9% | ETF | |
| 7 | STIP | 2.8% | $4.6M | +14.2% | 45.3K | 2.8% | ETF | |
| 8 | GLD | 2.7% | $4.4M | -2.5% | 12.0K | 3.6% | Trust | |
| 9 | TBIL | 2.2% | $3.6M | -8.2% | 72.2K | 2.7% | ETF | |
| 10 | SLYG | 2.2% | $3.6M | +4.0% | 30.2K | 1.9% | ETF | |
| 11 | PINK | 2.1% | $3.5M | +1.5% | 90.2K | 2.1% | ETF | |
| 12 | VYMI | 2.1% | $3.4M | +16.4% | 35.0K | 1.9% | ETF | |
| 13 | SPYV | 1.9% | $3.1M | -2.9% | 51.7K | 2.1% | ETF | |
| 14 | DXJ | 1.8% | $3.1M | +8.2% | 17.6K | 1.8% | Equity | |
| 15 | EFA | 1.8% | $2.9M | -1.2% | 28.1K | 1.9% | ETF | |
| 16 | IGM | 1.6% | $2.7M | +6.6% | 16.5K | 1.3% | ETF | |
| 17 | COWZ | 1.6% | $2.7M | -3.9% | 43.1K | 1.9% | ETF | |
| 18 | SMH | 1.6% | $2.6M | -2.3% | 4.0K | 1.1% | ETF | |
| 19 | RSP | 1.5% | $2.5M | +23.5% | 11.8K | 1.3% | ETF | |
| 20 | VT | 1.5% | $2.5M | +15.2% | 15.8K | 1.3% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing14
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.