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 $145.5M across 522 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BUXX ($9.6M, 6.62%), CLOX ($6.6M, 4.57%), GLD ($5.3M, 3.65%), SPLG ($5.0M, 3.45%), VTWO ($4.5M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | $9.6M | 6.62% | 475,568 | Added |
| 2 | CLOX | ELDRIDGE AAA CLO ETF | $6.6M | 4.57% | 259,814 | Added |
| 3 | GLD | SPDR GOLD SHARES | $5.3M | 3.65% | 12,338 | Trimmed |
| 4 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $5.0M | 3.45% | 65,642 | Trimmed |
| 5 | VTWO | VANGUARD RUSSELL 2000 ETF | $4.5M | 3.09% | 44,913 | Added |
| 6 | CLOZ | ELDRIDGE BBB-B CLO ETF | $4.1M | 2.85% | 161,707 | Added |
| 7 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $4.1M | 2.82% | 39,708 | Added |
| 8 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.0M | 2.77% | 51,238 | Trimmed |
| 9 | TBIL | F/M US TREASURY 3 MONTH BILL FUND | $3.9M | 2.70% | 78,709 | Trimmed |
| 10 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3.0M | 2.07% | 53,204 | Trimmed |
| 11 | PINK | SIMPLIFY HEALTH CARE ETF | $3.0M | 2.06% | 88,868 | Trimmed |
| 12 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $2.8M | 1.95% | 30,071 | Added |
| 13 | SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $2.8M | 1.93% | 29,050 | Added |
| 14 | COWZ | PACER US CASH COWS 100 ETF | $2.8M | 1.93% | 44,869 | Trimmed |
| 15 | EFA | ISHARES MSCI EAFE ETF | $2.8M | 1.90% | 28,444 | Trimmed |
| 16 | DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $2.6M | 1.77% | 16,281 | Added |
| 17 | XBIL | US TREASURY 6 MONTH BILL ETF | $2.4M | 1.65% | 48,115 | Trimmed |
| 18 | XLG | INVESCO S&P 500 TOP 50 ETF | $2.1M | 1.43% | 38,161 | Trimmed |
| 19 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $2.0M | 1.37% | 18,355 | Added |
| 20 | VT | VANGUARD TOTAL WORLD STOCK ETF | $1.9M | 1.31% | 13,742 | Added |
| 21 | IGM | ISHARES EXPANDED TECH SECTOR ETF | $1.8M | 1.26% | 15,449 | Added |
| 22 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.8M | 1.26% | 9,546 | Added |
| 23 | CALF | PACER US SMALL CAP CASH COWS ETF | $1.7M | 1.17% | 37,860 | Trimmed |
| 24 | AMZN | AMAZON COM INC COM | $1.6M | 1.08% | 7,565 | Added |
| 25 | SMH | VANECK SEMICONDUCTOR ETF | $1.6M | 1.07% | 4,065 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31