Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Copia Wealth Management (CIK 2058771) reported $166.5M across 563 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BUXX ($10.5M, 6.29%), CLOX ($7.6M, 4.54%), VTWO ($5.8M, 3.48%), SPYM ($5.6M, 3.36%), EMXC ($5.3M, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | $10.5M | 6.29% | 517,622 | Added |
| 2 | CLOX | ELDRIDGE AAA CLO ETF | $7.6M | 4.54% | 295,383 | Added |
| 3 | VTWO | VANGUARD RUSSELL 2000 ETF | $5.8M | 3.48% | 47,741 | Added |
| 4 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $5.6M | 3.36% | 63,616 | Trimmed |
| 5 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $5.3M | 3.20% | 52,101 | Added |
| 6 | CLOZ | ELDRIDGE BBB-B CLO ETF | $4.9M | 2.97% | 187,206 | Added |
| 7 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $4.6M | 2.78% | 45,340 | Added |
| 8 | GLD | SPDR GOLD SHARES | $4.4M | 2.66% | 12,030 | Trimmed |
| 9 | TBIL | F/M US TREASURY 3 MONTH BILL FUND | $3.6M | 2.16% | 72,224 | Trimmed |
| 10 | SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $3.6M | 2.16% | 30,213 | Added |
| 11 | PINK | SIMPLIFY HEALTH CARE ETF | $3.5M | 2.12% | 90,199 | Added |
| 12 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $3.4M | 2.06% | 34,993 | Added |
| 13 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3.1M | 1.89% | 51,681 | Trimmed |
| 14 | DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $3.1M | 1.84% | 17,623 | Added |
| 15 | EFA | ISHARES MSCI EAFE ETF | $2.9M | 1.75% | 28,090 | Trimmed |
| 16 | IGM | ISHARES EXPANDED TECH SECTOR ETF | $2.7M | 1.62% | 16,465 | Added |
| 17 | COWZ | PACER US CASH COWS 100 ETF | $2.7M | 1.61% | 43,112 | Trimmed |
| 18 | SMH | VANECK SEMICONDUCTOR ETF | $2.6M | 1.57% | 3,973 | Trimmed |
| 19 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2.5M | 1.51% | 11,786 | Added |
| 20 | VT | VANGUARD TOTAL WORLD STOCK ETF | $2.5M | 1.49% | 15,829 | Added |
| 21 | XBIL | US TREASURY 6 MONTH BILL ETF | $2.3M | 1.40% | 46,523 | Trimmed |
| 22 | XLG | INVESCO S&P 500 TOP 50 ETF | $2.2M | 1.33% | 36,210 | Trimmed |
| 23 | XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $2.1M | 1.27% | 11,450 | Added |
| 24 | FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $2.0M | 1.22% | 74,881 | Added |
| 25 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $1.9M | 1.16% | 17,646 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30