Copia Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 466 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Strive Enhanced Income Short Maturity ETF with a value of $6.69B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $6.21B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.06B, Us Treasury 6 Month Bill ETF with a value of $4.53B, and Spdr Gold Trust with a value of $4.12B.
Examining the 13F form we can see an increase of $10.4B in the current position value, from $108B to 119B.
Copia Wealth Management is based out at Bend, OR
Below you can find more details about Copia Wealth Management portfolio as well as his latest detailed transactions.
