StockDriftsStockDriftsTop 50 Copia Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | 6.29% | 517.6K | $10.5M | +8.84%(+42.05K) | $20.28(-0.17%) | 2026-06-30 | |
| CLOX | ELDRIDGE AAA CLO ETF | 4.54% | 295.4K | $7.6M | +13.69%(+35.57K) | $25.55(-0.10%) | 2026-06-30 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 3.48% | 47.7K | $5.8M | +6.30%(+2.83K) | $92.66(+31.89%) | 2026-06-30 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3.36% | 63.6K | $5.6M | -3.09%(-2.03K) | $68.37(+32.67%) | 2026-06-30 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.2% | 52.1K | $5.3M | +1.68%(+863) | $59.08(+63.06%) | 2026-06-30 | |
| CLOZ | ELDRIDGE BBB-B CLO ETF | 2.97% | 187.2K | $4.9M | +15.77%(+25.50K) | $26.45(-0.66%) | 2026-06-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 2.78% | 45.3K | $4.6M | +14.18%(+5.63K) | $101.27(-0.37%) | 2026-06-30 | |
| GLD | SPDR GOLD SHARES | 2.66% | 12.0K | $4.4M | -2.50%(-308) | $244.45(+68.58%) | 2026-06-30 | |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | 2.16% | 72.2K | $3.6M | -8.24%(-6.49K) | $49.95(+0.02%) | 2026-06-30 | |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 2.16% | 30.2K | $3.6M | +4.00%(+1.16K) | $92.22(+27.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.59% |
Copia Wealth Management reports $166.47M in US-listed equity holdings across 570 positions in its most recent 13F filing. Its largest disclosed positions are BUXX (6.3%), CLOX (4.5%) and VTWO (3.5%). The top 20 holdings account for 51.06% of reported assets. Its disclosed equity book has returned +17.98% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Copia Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058771). View Copia Wealth Management’s 13F filings on SEC