Copia Wealth Management has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 473 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 $7.24B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.67B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $5.88B, Spdr Gold Trust with a value of $4.85B, and Us Treasury 6 Month Bill ETF with a value of $4.34B.
Examining the 13F form we can see an increase of $16B in the current position value, from $119B to 135B.
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.
Portfolio value
$135 Billion
ETFs: $91.8 Billion
Technology: $4.46 Billion
Industrials: $2.5 Billion
Consumer Cyclical: $2.38 Billion
Consumer Defensive: $1.16 Billion
Financial Services: $1.02 Billion
Communication Services: $868 Million
Healthcare: $545 Million
Other: $1.13 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
