Copia Wealth Management - Q12026 Holdings

Copia Wealth Management holds 525 stocks with a total portfolio value of $ 145.52M as of Q12026. In Q12026, Copia Wealth Management added 20 new positions, increased stakes in 82 stocks, reduced 141 holdings, and fully exited 17 positions. The largest holding is Strive Enhanced Income Short Maturity Etf (BUXX), representing 6.62% of the total portfolio.