Copia Wealth Management
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 166,474
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/17/2026 | 570 | 166,474 | 13F-HR | Copia Wealth Management |
| Q1 2026 | 5/4/2026 | 532 | 145,523 | 13F-HR | Copia Wealth Management |
| Q4 2025 | 2/6/2026 | 522 | 139,945 | 13F-HR | Copia Wealth Management |
| Q3 2025 | 10/31/2025 | 473 | 134,553 | 13F-HR | Copia Wealth Management |
| Q2 2025 | 7/28/2025 | 466 | 118,535 | 13F-HR | Copia Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.82 K | 10.1% | 3.02 K | 0 | 3.02 K |
| ETFs | 149.7 K | 89.9% | 17.93 K | 0 | 17.93 K |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
166,474
Holdings
570
QoQ value change ($000)
20,951
(14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.