IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Copia Wealth Management

Q1 2026 Holdings

Filed 2026-05-04 | 532 holdings | $145.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Reliance Inc COM(RS)Stock759509102$8.9K290.0%
JPMorgan U.S. Tech Leaders ETF(JTEK)ETF46654Q732$9.0K1130.0%
Qualcomm Inc COM(QCOM)Stock747525103$9.1K700.0%
Direxion Daily Semiconductor Bull 3X ETF(SOXL)ETF25459W458$9.1K1900.0%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$9.2K1060.0%
Conocophillips COM(COP)Stock20825C104$9.2K700.0%
Pgim Ultra Short Bond ETF(PULS)ETF69344A107$9.3K1880.0%
Ciena Corp COM New(CIEN)Stock171779309$9.3K240.0%
Schwab US Tips ETF(SCHP)ETF808524870$9.8K3670.0%
Nebius Group N.V. SHS Class A(NBIS)StockN97284108$9.9K950.0%
RH COM(RH)Stock74967X103$9.9K710.0%
Linde PLC SHS(LIN)StockG54950103$10.0K200.0%
Pacer Industrial Real Estate ETF(INDS)ETF69374H766$10.0K2720.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$10.1K580.0%
Ishares Msci Eurozone ETF(EZU)ETF464286608$10.3K1640.0%
Fedex Corp COM(FDX)Stock31428X106$10.4K290.0%
Adobe Inc COM(ADBE)Stock00724F101$10.5K430.0%
Edison Intl COM(EIX)Stock281020107$10.5K1430.0%
Mckesson Corp COM(MCK)Stock58155Q103$10.6K120.0%
Ishares Global 100 ETF(IOO)ETF464287572$10.6K880.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$10.8K620.0%
Aegon LTD Amer REG 1 Cert(AEG)ADR0076CA104$11.4K1,5750.0%
T1 Energy Inc COM New(TE)Stock35834F104$11.6K2,6500.0%
SPX Technologies Inc COM(SPXC)Stock78473E103$12.0K600.0%
Global X Copper Miners ETF(COPX)ETF37954Y830$12.1K1590.0%
Abrdn Physical Silver Shares ETF(SIVR)ETF003264108$12.3K1720.0%
Lockheed Martin Corp COM(LMT)Stock539830109$12.7K210.0%
Ishares Msci Global Gold Miners ETF(RING)ETF46434G855$12.8K1620.0%
Enovix Corporation COM(ENVX)Stock293594107$12.9K2,4840.0%
A2z Cust2mate Solutions Corp COM(AZ)Stock002205102$13.0K1,9500.0%
Merck & Co Inc COM(MRK)Stock58933Y105$13.4K1110.0%
Vanguard Communication Services ETF(VOX)ETF92204A884$13.5K750.0%
Assurant Inc COM(AIZ)Stock04621X108$13.5K620.0%
Invesco Building & Construction ETF(PKB)ETF46137V779$13.6K1390.0%
Ecolab Inc COM(ECL)Stock278865100$13.6K510.0%
Vanguard Industrials ETF(VIS)ETF92204A603$13.7K440.0%
Hecla Mining Company COM(HL)Stock422704106$14.0K7540.0%
Spotify Technology S A SHS(SPOT)StockL8681T102$14.1K290.0%
Proshares S&P Midcap 400 Dividend Aristocrats ETF(REGL)ETF74347B680$14.4K1670.0%
Chubb LTD Switz COM(CB)StockH1467J104$14.7K450.0%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$14.9K1900.0%
Twilio Inc CL A(TWLO)Stock90138F102$15.0K1190.0%
Vanguard Energy ETF(VDE)ETF92204A306$15.1K870.0%
Proshares Bitcoin ETF(BITO)ETF74347G440$15.1K1,6230.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$15.1K1630.0%
Intel Corp COM(INTC)Stock458140100$15.4K3500.0%
Global X Artificial Intelligence & Technology ETF(AIQ)ETF37954Y632$15.5K3320.0%
Invesco S&P 500 Momentum ETF(SPMO)ETF46138E339$15.6K1390.0%
Nuveen ESG Large-Cap Growth ETF(NULG)ETF67092P201$15.6K1720.0%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$15.7K1640.0%
PreviousPage 5 of 11Next