Copia Wealth Management Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$139.9B

Holdings

522

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (522 positions)

StockValue
GPORGULFPORT ENERGY CORP COMMON SHARES
$3.0M
FETHFIDELITY ETHEREUM FUND ETF
$3.0M
DKNGDRAFTKINGS INC NEW COM CL A
$3.0M
ARKGARK GENOMIC REVOLUTION ETF
$3.0M
ASPIASP ISOTOPES INC COM
$3.0M
TEMTEMPUS AI INC CL A
$3.0M
ASTSAST SPACEMOBILE INC COM CL A
$3.0M
RDDTREDDIT INC CL A
$3.0M
MUMICRON TECHNOLOGY INC COM
$3.0M
SESEA LTD SPONSORD ADS
$3.0M
IRMIRON MTN INC DEL COM
$3.0M
VHTVANGUARD HEALTH CARE ETF
$2.0M
BROBROWN & BROWN INC COM
$2.0M
SLBSLB LIMITED COM STK
$2.0M
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
$2.0M
ETRENTERGY CORP NEW COM
$2.0M
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
$2.0M
ANETARISTA NETWORKS INC COM SHS
$2.0M
VEEVVEEVA SYS INC CL A COM
$2.0M
APPAPPLOVIN CORP COM CL A
$2.0M
AMDADVANCED MICRO DEVICES INC COM
$2.0M
COLBCOLUMBIA BKG SYS INC COM
$2.0M
VICRVICOR CORP COM
$2.0M
ABNBAIRBNB INC COM CL A
$2.0M
UBERUBER TECHNOLOGIES INC COM
$2.0M
WSOWATSCO INC COM
$2.0M
ZMZOOM COMMUNICATIONS INC CL A
$2.0M
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$2.0M
NUKZRANGE NUCLEAR RENAISSANCE INDEX ETF
$2.0M
VBVANGUARD SMALL-CAP ETF
$2.0M
AVYAVERY DENNISON CORP COM
$2.0M
STTSTATE STR CORP COM
$2.0M
NUNU HLDGS LTD ORD SHS CL A
$2.0M
AXPAMERICAN EXPRESS CO COM
$2.0M
ISRGINTUITIVE SURGICAL INC COM NEW
$2.0M
ASMLASML HLDG NV N Y REGISTRY SHS
$2.0M
CTVACORTEVA INC COM
$2.0M
EXEEXPAND ENERGY CORPORATION COM
$2.0M
AVBAVALONBAY CMNTYS INC COM
$2.0M
SONOSONOS INC COM
$1.0M
CDNSCADENCE DESIGN SYSTEM INC COM
$1.0M
LRNSTRIDE INC COM
$1.0M
UFOPROCURE SPACE ETF
$1.0M
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$1.0M
TTANSERVICETITAN INC SHS CL A
$1.0M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$1.0M
ZZILLOW GROUP INC CL C CAP STK
$1.0M
XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF
$1.0M
DDOGDATADOG INC CL A COM
$1.0M
CPRICAPRI HOLDINGS LIMITED SHS
$1.0M
PEPPEPSICO INC COM
$1.0M
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
$1.0M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$1.0M
SYYSYSCO CORP COM
$1.0M
ASAMER SPORTS INC COM SHS
$1.0M
LMNDLEMONADE INC COM
$1.0M
MMM3M CO COM
$1.0M
HELSHEDGEYE 130/30 EQUITY ETF
$1.0M
CPERUNITED STATES COPPER INDEX FUND
$1.0M
ICEINTERCONTINENTAL EXCHANGE INC COM
$1.0M
EOGEOG RES INC COM
$1.0M
DEODIAGEO PLC SPON ADR NEW
$1.0M
XBISTATE STREET SPDR S&P BIOTECH ETF
$1.0M
ISCGISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
$1.0M
AG8AGILENT TECHNOLOGIES INC COM
$1.0M
HECAHEDGEYE CAPITAL ALLOCATION ETF
$1.0M
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$1.0M
BKCHGLOBAL X BLOCKCHAIN ETF
$1.0M
WMWASTE MGMT INC DEL COM
$1.0M
BBLUEA BRIDGEWAY BLUE CHIP ETF
$0
IUSVISHARES CORE S&P US VALUE ETF
$0
ARMARM HOLDINGS PLC SPONSORED ADS
$0
BBBY/WSBED BATH & BEYOND INC WT EXP 100726
$0
PALLABRDN PHYSICAL PALLADIUM SHARES ETF
$0
PLUNPLUG POWER INC COM NEW
$0
VALVALARIS LTD WT EXP 042928
$0
BKAGBNY MELLON CORE BOND ETF
$0
SPGSIMON PPTY GROUP INC NEW COM
$0
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$0
FIGFIGMA INC CLASS A COM STK
$0
CFLTCONFLUENT INC CLASS A COM
$0
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$0
NETCLOUDFLARE INC CL A COM
$0
URNJSPROTT JUNIOR URANIUM MINERS ETF
$0
XOMEXXON MOBIL CORP COM
$0
OIHVANECK OIL SERVICES ETF
$0
XYZBLOCK INC CL A
$0
SBACSBA COMMUNICATIONS CORP CL A
$0
GSWOACTIVEBETA WORLD LOW VOL PLUS EQUITY ETF
$0
ALGMALLEGRO MICROSYSTEMS INC COM
$0
MDBMONGODB INC CL A
$0
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$0
FLGTFULGENT GENETICS INC COM
$0
FTWOSTRIVE NATURAL RESOURCES AND SECURITY ETF
$0
XPONEXPION360 INC COM NEW
$0
FESMFIDELITY ENHANCED SMALL CAP ETF
$0
SMINISHARES MSCI INDIA SMALL CAP ETF
$0
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$0
MSOSADVISORSHARES PURE US CANNABIS ETF
$0
CHWYCHEWY INC CL A
$0
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