Copia Wealth Management - Portfolio overview

Copia Wealth Management has 562 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BUXX - STRIVE ENHANCED INCOME SHORT MATURITY ETF, 6.31%
2. SPLG - SPDR PORTFOLIO S&P 500 ETF, 4.37%
3. CLOX - ELDRIDGE AAA CLO ETF, 4.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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