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COPIA WEALTH MANAGEMENT
COPIA WEALTH MANAGEMENT
Latest filing: 2026-06-30
COPIA WEALTH MANAGEMENT runs COPIA WEALTH MANAGEMENT and currently holds 563 stock positions, which is more than the average of 230 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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563 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF | 6.29% | $20.28 | $20.26 | -0.10% | Added +8.84% |
 CLOX ELDRIDGE AAA CLO ETF | 4.54% | $25.56 | $25.52 | -0.18% | Added +13.69% |
 VTWO VANGUARD RUSSELL 2000 ETF | 3.48% | $93.83 | $121.25 | +29.22% | Added +6.30% |
 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.20% | $56.74 | $97.80 | +72.37% | Added +1.68% |
 STIP ISHARES 0-5 YEAR TIPS BOND ETF | 2.78% | $101.31 | $100.92 | -0.39% | Added +14.18% |
 GLD SPDR GOLD SHARES | 2.66% | $245.31 | $423.45 | +72.62% | Trimmed -2.50% |
 TBIL F/M US TREASURY 3 MONTH BILL FUND | 2.16% | $49.86 | $49.99 | +0.26% | Trimmed -8.24% |
 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 2.16% | $92.17 | $116.03 | +25.89% | Added +4.00% |
 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 2.06% | $94.24 | $105.25 | +11.68% | Added +16.37% |
 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 1.89% | $51.16 | $63.52 | +24.16% | Trimmed -2.86% |
Showing 1-10 of 563