Copia Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2058771
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$166.5M
Holdings
570
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Copia Wealth Management disclosed 570 positions worth $166.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 51 new positions and exited 13. The portfolio is most concentrated in Other (76.8% of disclosed assets). All figures are sourced directly from Copia Wealth Management’s Form 13F-HR filing with the SEC under CIK 2058771.
AI Fund Analysis
StableSTRIVE ENHANCED INCOME SHO
6.3% weight
Held 6 quarters
ELDRIDGE AAA CLO ETF - ETF
4.5% weight
Held 6 quarters
VANGUARD RUSSELL 2000 ETF
3.5% weight
Held 6 quarters
STATE STREET SPDR PORTFOLI
3.4% weight
Held 6 quarters
ISHARES MSCI EMERGING MARK
3.2% weight
Held 6 quarters
STRIVE ENHANCED INCOME SHO
5 quarters accumulating
ELDRIDGE AAA CLO ETF - ETF
5 quarters accumulating
VANGUARD RUSSELL 2000 ETF
5 quarters accumulating
ISHARES 0-5 YEAR TIPS BOND
5 quarters accumulating
STATE STREET SPDR S&P 600
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
STRIVE ENHANCED INCOME SHORT MATURITY ETF - ETF
—Quality
$10.5M517,622 shELDRIDGE AAA CLO ETF - ETF
—Quality
$7.6M295,383 shVANGUARD RUSSELL 2000 ETF - ETF
—Quality
$5.8M47,741 shSTATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF
—Quality
$5.6M63,616 shISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF
—Quality
$5.3M52,101 shELDRIDGE BBB-B CLO ETF - ETF
—Quality
$4.9M187,206 shISHARES 0-5 YEAR TIPS BOND ETF - ETF
—Quality
$4.6M45,340 sh- —
Quality
$4.4M12,030 sh F/M US TREASURY 3 MONTH BILL FUND - ETF
—Quality
$3.6M72,224 shSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ETF
—Quality
$3.6M30,213 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STRIVE ENHANCED INCOME SHORT MATURITY ETF - ETF | — | $10.5M | 517,622 |
| ELDRIDGE AAA CLO ETF - ETF | — | $7.6M | 295,383 |
| VANGUARD RUSSELL 2000 ETF - ETF | — | $5.8M | 47,741 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | — | $5.6M | 63,616 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | — | $5.3M | 52,101 |
| ELDRIDGE BBB-B CLO ETF - ETF | — | $4.9M | 187,206 |
| ISHARES 0-5 YEAR TIPS BOND ETF - ETF | — | $4.6M | 45,340 |
 SPDR GOLD TRUST$GLD | — | $4.4M | 12,030 |
| F/M US TREASURY 3 MONTH BILL FUND - ETF | — | $3.6M | 72,224 |
| STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ETF | — | $3.6M | 30,213 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Copia Wealth Management's 570 positions.
Showing top 10 of 570 holdings.
Sector Allocation
Other
$127.9M
Financials
$20.1M
Technology
$6.7M
Industrials
$5.0M
Consumer Discretionary
$3.6M
Materials
$975,384
Healthcare
$624,770
Energy
$493,808
Top Holdings — Copia Wealth Management (Q2 2026)
Top 150 of 570 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | STRIVE ENHANCED INCOME SHORT MATURITY ETF - ETF | $10.5M | 6.3% | +9% | — |
| 2 | — | ELDRIDGE AAA CLO ETF - ETF | $7.6M | 4.5% | +14% | — |
| 3 | — | VANGUARD RUSSELL 2000 ETF - ETF | $5.8M | 3.5% | +6% | — |
| 4 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $5.6M | 3.4% | -3% | — |
| 5 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $5.3M | 3.2% | +2% | — |
| 6 | — | ELDRIDGE BBB-B CLO ETF - ETF | $4.9M | 3.0% | +16% | — |
| 7 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | $4.6M | 2.8% | +14% | — |
| 8 | $GLD | SPDR GOLD TRUST | $4.4M | 2.7% | -2% | — |
| 9 | — | F/M US TREASURY 3 MONTH BILL FUND - ETF | $3.6M | 2.2% | -8% | — |
| 10 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ETF | $3.6M | 2.2% | +4% | — |
| 11 | — | SIMPLIFY HEALTH CARE ETF - ETF | $3.5M | 2.1% | +1% | — |
| 12 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $3.4M | 2.1% | +16% | — |
| 13 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | $3.1M | 1.9% | -3% | — |
| 14 |  $WT | WisdomTree, Inc. | $3.1M | 1.8% | +8% | 59.9 |
| 15 | — | ISHARES MSCI EAFE ETF - ETF | $2.9M | 1.8% | -1% | — |
| 16 | — | ISHARES EXPANDED TECH SECTOR ETF - ETF | $2.7M | 1.6% | +7% | — |
| 17 | — | PACER US CASH COWS 100 ETF - ETF | $2.7M | 1.6% | -4% | — |
| 18 | — | VANECK SEMICONDUCTOR ETF - ETF | $2.6M | 1.6% | -2% | — |
| 19 |  $IVZ | Invesco Ltd. | $2.5M | 1.5% | +23% | — |
| 20 |  $DOV | DOVER Corp | $2.5M | 1.5% | +15% | 58.1 |
| 21 | — | US TREASURY 6 MONTH BILL ETF - ETF | $2.3M | 1.4% | -3% | — |
| 22 | $IVZ | Invesco Ltd. | $2.2M | 1.3% | -5% | — |
| 23 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | $2.1M | 1.3% | +20% | — |
| 24 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND - ETF | $2.0M | 1.2% | +42% | — |
| 25 | — | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF - ETF | $1.9M | 1.2% | -4% | — |
| 26 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $1.8M | 1.1% | +20% | — |
| 27 | — | PACER US SMALL CAP CASH COWS ETF - ETF | $1.8M | 1.1% | -7% | — |
| 28 |  $AMZN | AMAZON COM INC | $1.8M | 1.1% | -2% | 68.7 |
| 29 | — | ISHARES LATIN AMERICA 40 ETF - ETF | $1.7M | 1.0% | +14% | — |
| 30 |  $AAPL | Apple Inc. | $1.7M | 1.0% | -1% | 76.4 |
| 31 | — | DEFIANCE QUANTUM ETF - ETF | $1.5M | 0.9% | +13% | — |
| 32 | — | ARK NEXT GENERATION INTERNET ETF - ETF | $1.5M | 0.9% | -5% | — |
| 33 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $1.4M | 0.9% | +21% | — |
| 34 | — | ISHARES MSCI SOUTH KOREA ETF - ETF | $1.4M | 0.8% | +19% | — |
| 35 |  $GLDM | World Gold Trust | $1.4M | 0.8% | +7% | — |
| 36 | — | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF - ETF | $1.3M | 0.8% | +18% | — |
| 37 | — | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF - ETF | $1.2M | 0.8% | +22% | — |
| 38 | — | VANECK URANIUM AND NUCLEAR ETF - ETF | $1.2M | 0.7% | +17% | — |
| 39 | — | ISHARES CORE S&P 500 ETF - ETF | $1.1M | 0.7% | -1% | — |
| 40 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $1.1M | 0.7% | -1% | — |
| 41 |  $IBIT | iShares Bitcoin Trust ETF | $1.1M | 0.7% | +6% | — |
| 42 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | $1.1M | 0.6% | -3% | — |
| 43 |  $UPS | UNITED PARCEL SERVICE INC | $1.1M | 0.6% | +0% | 58.6 |
| 44 | — | HEDGEYE QUALITY GROWTH ETF - ETF | $1.0M | 0.6% | +18% | — |
| 45 | — | ISHARES U.S. INFRASTRUCTURE ETF - ETF | $1.0M | 0.6% | -0% | — |
| 46 |  $STT | STATE STREET CORP | $913,887 | 0.6% | -2% | 71.5 |
| 47 | — | ISHARES RUSSELL 2000 ETF - ETF | $878,215 | 0.5% | -2% | — |
| 48 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $877,285 | 0.5% | -0% | — |
| 49 |  $MSFT | MICROSOFT CORP | $869,137 | 0.5% | -0% | 79.8 |
| 50 | — | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF - ETF | $787,391 | 0.5% | -7% | — |
| 51 | $IVZ | Invesco Ltd. | $766,717 | 0.5% | -0% | — |
| 52 |  $PCT | PureCycle Technologies, Inc. | $763,832 | 0.5% | +7% | 15.8 |
| 53 | — | ISHARES MSCI INDIA ETF - ETF | $736,405 | 0.4% | -7% | — |
| 54 |  $GOOG | Alphabet Inc. | $715,816 | 0.4% | +8% | 78.2 |
| 55 | — | VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF | $679,741 | 0.4% | +0% | — |
| 56 |  $SLV | iShares Silver Trust | $678,107 | 0.4% | -0% | — |
| 57 |  $GBTC | Grayscale Bitcoin Trust ETF | $661,451 | 0.4% | +5% | — |
| 58 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETF | $651,196 | 0.4% | -4% | — |
| 59 |  $NVDA | NVIDIA CORP | $650,516 | 0.4% | +323% | 85.9 |
| 60 | — | HORIZON KINETICS INFLATION BENEFICIARIES ETF - ETF | $584,244 | 0.3% | +3% | — |
| 61 | — | AMPLIFY CYBERSECURITY ETF - ETF | $549,413 | 0.3% | +5% | — |
| 62 |  $PTRN | Pattern Group Inc. | $539,771 | 0.3% | +0% | 61.4 |
| 63 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | $531,762 | 0.3% | +333% | — |
| 64 |  $COST | COSTCO WHOLESALE CORP /NEW | $526,670 | 0.3% | -7% | 66.2 |
| 65 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $508,335 | 0.3% | +2% | — |
| 66 |  $IAU | ISHARES GOLD TRUST | $491,570 | 0.3% | -5% | — |
| 67 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $470,117 | 0.3% | -0% | — |
| 68 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF | $469,233 | 0.3% | +15% | — |
| 69 | — | VANECK GOLD MINERS ETF - ETF | $464,923 | 0.3% | -1% | — |
| 70 | — | ISHARES MSCI ISRAEL ETF - ETF | $460,509 | 0.3% | +20% | — |
| 71 | — | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF - ETF | $459,385 | 0.3% | -0% | — |
| 72 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $455,460 | 0.3% | +1% | — |
| 73 | — | ISHARES MSCI MEXICO ETF - ETF | $452,147 | 0.3% | +22% | — |
| 74 | — | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF | $451,932 | 0.3% | +0% | — |
| 75 | — | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF - ETF | $442,408 | 0.3% | -3% | — |
| 76 |  $TSLA | Tesla, Inc. | $437,003 | 0.3% | +1% | 53.9 |
| 77 | — | ISHARES CORE MSCI EAFE ETF - ETF | $419,544 | 0.3% | +1% | — |
| 78 | — | ISHARES JPX-NIKKEI 400 ETF - ETF | $405,598 | 0.2% | -3% | — |
| 79 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $402,074 | 0.2% | -1% | — |
| 80 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $398,834 | 0.2% | +279% | — |
| 81 | — | ALPHA ARCHITECT 1-3 MONTH BOX ETF - ETF | $390,729 | 0.2% | +85% | — |
| 82 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $371,705 | 0.2% | +0% | — |
| 83 |  $PANW | Palo Alto Networks Inc | $370,348 | 0.2% | -8% | 65.5 |
| 84 | — | VANGUARD S&P 500 ETF - ETF | $368,621 | 0.2% | +143% | — |
| 85 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $368,446 | 0.2% | +483% | — |
| 86 | — | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF - ETF | $367,254 | 0.2% | -1% | — |
| 87 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF | $360,946 | 0.2% | +0% | — |
| 88 | — | VANECK PHARMACEUTICAL ETF - ETF | $349,483 | 0.2% | -6% | — |
| 89 | — | VANGUARD FTSE EUROPE ETF - ETF | $344,598 | 0.2% | -14% | — |
| 90 | — | ISHARES MSCI AUSTRALIA ETF - ETF | $325,783 | 0.2% | -11% | — |
| 91 | — | INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF - ETF | $320,217 | 0.2% | -7% | — |
| 92 |  $PWR | QUANTA SERVICES, INC. | $316,818 | 0.2% | +11% | 72.1 |
| 93 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $304,775 | 0.2% | +4% | — |
| 94 | — | ISHARES S&P 500 VALUE ETF - ETF | $295,178 | 0.2% | -1% | — |
| 95 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $293,479 | 0.2% | -3% | — |
| 96 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $275,288 | 0.2% | -1% | — |
| 97 |  $SNOW | Snowflake Inc. | $264,426 | 0.2% | +2% | 54.9 |
| 98 | — | ISHARES MSCI JAPAN ETF - ETF | $264,234 | 0.2% | +2% | — |
| 99 | — | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF | $262,851 | 0.2% | +398% | — |
| 100 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $251,997 | 0.1% | +0% | — |
| 101 |  $BRK.B | BERKSHIRE HATHAWAY INC | $248,694 | 0.1% | +1% | 73.8 |
| 102 | — | ISHARES TREASURY FLOATING RATE BOND ETF - ETF | $243,480 | 0.1% | +0% | — |
| 103 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $237,653 | 0.1% | -23% | — |
| 104 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $224,079 | 0.1% | -1% | — |
| 105 | — | ISHARES TIPS BOND ETF - ETF | $222,143 | 0.1% | +31% | — |
| 106 |  $DE | DEERE & CO | $210,598 | 0.1% | +1% | 55.4 |
| 107 |  $SO | SOUTHERN CO | $210,050 | 0.1% | +0% | 62 |
| 108 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $205,138 | 0.1% | +0% | — |
| 109 | — | ISHARES MSCI JAPAN VALUE ETF - ETF | $204,289 | 0.1% | +0% | — |
| 110 |  $ETH | Grayscale Ethereum Staking Mini ETF | $202,965 | 0.1% | +15% | — |
| 111 | — | GLOBAL X DEFENSE TECH ETF - ETF | $199,909 | 0.1% | -3% | — |
| 112 | — | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND - ETF | $199,810 | 0.1% | +0% | — |
| 113 |  $ETHA | iShares Ethereum Trust ETF | $194,758 | 0.1% | +28% | — |
| 114 |  $NKE | NIKE, Inc. | $193,263 | 0.1% | -0% | 49.3 |
| 115 |  $SPY | SPDR S&P 500 ETF TRUST | $190,426 | 0.1% | -4% | — |
| 116 |  $JPM | JPMORGAN CHASE & CO | $186,578 | 0.1% | +1% | 70.7 |
| 117 |  $META | Meta Platforms, Inc. | $185,327 | 0.1% | +0% | 79.6 |
| 118 | — | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF - ETF | $182,034 | 0.1% | +0% | — |
| 119 | — | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | $181,764 | 0.1% | -51% | — |
| 120 |  $PM | Philip Morris International Inc. | $180,231 | 0.1% | +13% | 75.9 |
| 121 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $179,366 | 0.1% | +0% | — |
| 122 | — | ISHARES RUSSELL 1000 ETF - ETF | $178,133 | 0.1% | +0% | — |
| 123 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | $171,533 | 0.1% | +0% | — |
| 124 |  $MPC | Marathon Petroleum Corp | $166,441 | 0.1% | +3% | 61 |
| 125 | $IVZ | Invesco Ltd. | $163,247 | 0.1% | -6% | — |
| 126 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $157,605 | 0.1% | +0% | — |
| 127 |  $EA | ELECTRONIC ARTS INC. | $155,420 | 0.1% | +64% | 62.9 |
| 128 |  $ORCL | ORACLE CORP | $152,530 | 0.1% | -9% | 66.2 |
| 129 | — | ISHARES 20 YEAR TREASURY BOND ETF - ETF | $152,099 | 0.1% | +36% | — |
| 130 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $152,029 | 0.1% | +700% | — |
| 131 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $151,761 | 0.1% | +0% | — |
| 132 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $149,979 | 0.1% | +0% | — |
| 133 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $139,568 | 0.1% | +128% | — |
| 134 | — | GLOBAL X SILVER MINERS ETF - ETF | $139,428 | 0.1% | +0% | — |
| 135 | — | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF - ETF | $137,450 | 0.1% | +30% | — |
| 136 |  $RKLB | Rocket Lab Corp | $134,991 | 0.1% | +16% | 39.9 |
| 137 |  $GOOGL | Alphabet Inc. | $130,379 | 0.1% | +8% | 78.2 |
| 138 |  $DUK | Duke Energy CORP | $128,760 | 0.1% | +0% | 56.4 |
| 139 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | $126,748 | 0.1% | -41% | — |
| 140 |  $GWW | W.W. GRAINGER, INC. | $122,436 | 0.1% | +0% | 61.8 |
| 141 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | $117,335 | 0.1% | +0% | — |
| 142 | — | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF - ETF | $117,025 | 0.1% | NEW | — |
| 143 |  $BROS | Dutch Bros Inc. | $114,537 | 0.1% | +0% | 63.6 |
| 144 | — | ISHARES MICRO-CAP ETF - ETF | $113,823 | 0.1% | +0% | — |
| 145 |  $ABBV | AbbVie Inc. | $112,735 | 0.1% | +29% | 72.6 |
| 146 | — | ISHARES MSCI INTL QUALITY FACTOR ETF - ETF | $112,181 | 0.1% | +0% | — |
| 147 |  $AMGN | AMGEN INC | $109,360 | 0.1% | +0% | 79.2 |
| 148 |  $YMM | Full Truck Alliance Co. Ltd. | $108,070 | 0.1% | +6% | — |
| 149 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $104,855 | 0.1% | +0% | — |
| 150 |  $CSCO | CISCO SYSTEMS, INC. | $102,778 | 0.1% | +0% | 70.3 |
New Positions (51)
STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF - ETF$117,025
VANECK CLO ETF - ETF$90,545
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$45,449 VANGUARD TOTAL BOND MARKET ETF - ETF$30,685
$HONA Honeywell Aerospace Inc.$21,666 AB DISRUPTORS ETF - ETF$20,737
GLASS HOUSE BRANDS INC SUB REG LTD VTG - Stock$15,028
PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL - ETF$14,989
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - ETF$10,500
STATE STREET SPDR S&P TELECOM ETF - ETF$8,872
DIMENSIONAL INTERNATIONAL SMALL CAP ETF - ETF$5,745
INFRACAP MLP ETF - ETF$4,989
$OKE ONEOK INC /NEW/$4,869
$PAGP PLAINS GP HOLDINGS LP$3,276
$ITRG Integra Resources Corp.$3,178Exited Positions (13)
DIREXION DAILY SEMICONDUCTOR BULL 3X ETF
ISHARES GLOBAL UTILITIES ETF
$U Unity Software Inc.
$BNO United States Brent Oil Fund, LP
$CPER United States Commodity Index Funds Trust
$STKL SunOpta Inc.
$SPG SIMON PROPERTY GROUP INC.
$COMP Compass, Inc.
$ALK ALASKA AIR GROUP, INC.
$MGM MGM Resorts International
$OGI ORGANIGRAM GLOBAL INC.
$STNE StoneCo Ltd.
$PTON PELOTON INTERACTIVE, INC.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Copia Wealth Management including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Copia Wealth Management's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Copia Wealth Management and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Copia Wealth Management
13F Pro is an AI hedge fund tracker and stock research platform. For Copia Wealth Management (SEC CIK: 2058771), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Copia Wealth Management's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.