Copia Wealth Management
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Bend, OR
CIK
0002058771
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
452
108,115
TBIL, SPLG, BUXX, XBIL
13F-HR
4/17/2025
000205877125000003
Q4 2024
425
105,074
TBIL, SPLG, XBIL, BUXX
13F-HR
3/6/2025
000205877125000001