Copia Wealth Management Portfolio Holdings
Copia Wealth Management
- $135 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 473
- Current Value $135 Billion
- Prior Value $119 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 26 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 71 stocks