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COPIA WEALTH MANAGEMENT 13F Portfolio
COPIA WEALTH MANAGEMENT
Latest SEC 13F filing: 2026-06-30
COPIA WEALTH MANAGEMENT runs COPIA WEALTH MANAGEMENT and currently holds 563 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $166.47M. Their top holdings are BUXX, CLOX, VTWO, EMXC, STIP. The top five represent 20.3% of reported portfolio weight. COPIA WEALTH MANAGEMENT ranks #934 out of 1000 investors tracked by Alpha Score. They added to 49 existing positions. They trimmed 39 positions. Their current best-performing preview position is MU with returns of +241.00%.
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Top 5 Holdings
BUXX6.3%
CLOX4.5%
VTWO3.5%
EMXC3.2%
STIP2.8%
Top 5: 20.3%
Portfolio Returns
1 Year
+15.52%
#842/10003 Year
+21.77%
#941/10005 Year
+21.77%
#936/1000Portfolio Value
$166.47M
Alpha Score
19.2
#934 of 1000
Holdings
563
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COPIA WEALTH MANAGEMENT Current 13F Holdings
Reported holdings from COPIA WEALTH MANAGEMENT's latest SEC 13F filing, ranked by portfolio weight.
563 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF | 6.29% | $20.28 | $20.16 | -0.59% | Added +8.84% |
 CLOX ELDRIDGE AAA CLO ETF | 4.54% | $25.56 | $25.55 | -0.06% | Added +13.69% |
 VTWO VANGUARD RUSSELL 2000 ETF | 3.48% | $93.83 | $112.66 | +20.07% | Added +6.30% |
 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.20% | $56.74 | $99.02 | +74.52% | Added +1.68% |
 STIP ISHARES 0-5 YEAR TIPS BOND ETF | 2.78% | $101.31 | $100.12 | -1.17% | Added +14.18% |
 GLD SPDR GOLD SHARES | 2.66% | $245.31 | $384.62 | +56.79% | Trimmed -2.50% |
 TBIL F/M US TREASURY 3 MONTH BILL FUND | 2.16% | $49.86 | $49.91 | +0.10% | Trimmed -8.24% |
 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 2.16% | $92.17 | $108.53 | +17.75% | Added +4.00% |
 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 2.06% | $94.24 | $100.66 | +6.81% | Added +16.37% |
 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 1.89% | $51.16 | $62.40 | +21.97% | Trimmed -2.86% |
Showing 1-10 of 563