account_balance

Investment manager · 13F filer · SEC CIK 2058771

Copia Wealth Management

Reported value$175Mas of Sep 30, 2026

Positions578 29 new, 21 sold out

Top 10 weight34.6%BUXX alone is 6%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

BUXXStrive Enhanced Income Short Maturity ETF

6.4%Added +8%

CLOXEldridge Aaa Clo ETF

4.9%Added +13%

CLOZEldridge BBB-B Clo ETF

3.6%Added +27%

VTWOVanguard Russell 2000 ETF

3.4%Added +10%

SPYMState Street SPDR Portfolio S&P 500 ETF

3.0%Trimmed −7%

EMXCiShares MSCI Emerging Markets Ex China ETF

3.0%

STIPiShares 0-5 Year Tips Bond ETF

2.7%Added +5%

GLDSPDR Gold Trust

2.6%

VYMIVanguard International High Dividend Yield ETF

2.6%Added +27%

PINKSimplify Health Care ETF

2.4%Added +19%

SLYGState Street SPDR S&P 600 Small Cap Growth ETF

2.1%+11%

DXJWisdomtree Japan Hedged Equity Fund

1.9%

BUXXStrive Enhanced Income Short Maturity ETF

6.4%Added +8%

CLOXEldridge Aaa Clo ETF

4.9%Added +13%

CLOZEldridge BBB-B Clo ETF

3.6%+27%

VTWOVanguard Russell 2000 ETF

3.4%+10%

SPYMState Street SPDR Portfolio S&P 500 ETF

3.0%−7%

EMXCiShares MSCI Emerging Markets Ex China ETF

3.0%

STIPiShares 0-5 Year Tips Bond ETF

2.7%

GLDSPDR Gold Trust

2.6%

VYMIVanguard International High Dividend Yield ETF

2.6%

PINK2.4%

SLYG2.1%

DXJ1.9%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

BUXX Strive Enhanced Income Short Maturity ETF 6.4% Added +8%

CLOX Eldridge Aaa Clo ETF 4.9% Added +13%

CLOZ Eldridge BBB-B Clo ETF 3.6% Added +27%

VTWO Vanguard Russell 2000 ETF 3.4% Added +10%

SPYM State Street SPDR Portfolio S&P 500 ETF 3.0% Trimmed −7%

EMXC iShares MSCI Emerging Markets Ex China ETF 3.0% Held

STIP iShares 0-5 Year Tips Bond ETF 2.7% Added +5%

GLD SPDR Gold Trust 2.6% Held

VYMI Vanguard International High Dividend Yield ETF 2.6% Added +27%

PINK Simplify Health Care ETF 2.4% Added +19%

SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.1% Added +11%

DXJ Wisdomtree Japan Hedged Equity Fund 1.9% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 18, 2026 filing

add_circleNew

ENZL $63.1K
RDW $46.1K
FCNCA $43.5K
PAAA $43K

arrow_upwardAdded

IAK +913%
SHYG +139%
HACK +131%
RWJ +56%

arrow_downwardTrimmed

UPS −52%
MSFT −44%
HGRO −22%
CWB −20%

remove_circleSold out

EA $155K
AGG $32.8K
PFIX $32.3K
IYT $22.7K

Copia Wealth Management

Where the money is

Biggest moves since Jun 30, 2026

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