Copia Wealth Management

13F Filings History

Latest 13F report: Q1 2025 - Apr 17, 2025
Value $: $108M
Signature - Title: Geoffrey Gruetzmacher - Chief Compliance Officer
Location: Bend, OR
Summary: This page shows a list of all the recent 13F filings made by Copia Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Copia Wealth Management reported 451 stock holdings with total value $108M as of Q1 2025. Top holdings included TBIL, SPLG, BUXX, XBIL, and GLD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	451	$108M	+$8.85M	-$3.13M	+$5.72M	TBIL, SPLG, BUXX, XBIL, GLD	13F-HR	4/17/2025, 03:47 PM
Q4 2024	425	$105M	$0	$0		TBIL, SPLG, XBIL, BUXX, COWZ	13F-HR	3/6/2025, 05:17 PM