Holdings of Copia Wealth Management
461 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 36 % of the equity sleeve
Sector breakdown
- Funds 7.0 %
- Technology 2.8 %
- Consumer discretionary 1.9 %
- Industrials 1.5 %
- Communication 0.8 %
- Consumer staples 0.7 %
- Financials 0.5 %
- Health care 0.4 %
- Utilities 0.3 %
- Energy 0.2 %
- Real estate 0.1 %
- Unattributed 83.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- TW 0.0 %
- DE 0.0 %
- BM 0.0 %
- GB 0.0 %
- NL 0.0 %
- FI 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 452 | 129.1M $ | 99.95 % |
| 2 | TW | 1 | 30.1K $ | 0.02 % |
| 3 | DE | 1 | 18.1K $ | 0.01 % |
| 4 | BM | 1 | 11.4K $ | 0.01 % |
| 5 | GB | 3 | 2.7K $ | 0.00 % |
| 6 | NL | 1 | 2.6K $ | 0.00 % |
| 7 | FI | 1 | 201 $ | 0.00 % |
| 8 | KY | 1 | 181 $ | 0.00 % |