Copia Wealth Management
Annual return '25
-2.9%
SPY '25
+17.7%
Alpha
-20.6ptsvs SPY
Invested
$145.5M
Holdings
531
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BUXX
STRIVE ENHANCED INCOME SHORT MATURITY ETF
Q4 2024: New position (232.8k shares)
6.6%
02
$CLOX
ELDRIDGE AAA CLO ETF
Held since at least Q1 2024
4.6%
03
$GQ9
SPDR GOLD SHARES
Q4 2024: New position (14.6k shares)
3.6%
04
$SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
Q4 2024: New position (79.5k shares)
3.5%
05
$VTWO
VANGUARD RUSSELL 2000 ETF
Q4 2024: New position (29.8k shares)
3.1%
06
$CLOZ
ELDRIDGE BBB-B CLO ETF
Held since at least Q1 2024
2.9%
07
$STIP
ISHARES 0-5 YEAR TIPS BOND ETF
Q1 2026: Sold 3.7% (18.9k → 18.2k shares)
2.8%
08
$EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Q1 2026: Sold 6.5% (12.6k → 11.8k shares)
2.8%
09
$TBIL
F/M US TREASURY 3 MONTH BILL FUND
Q4 2024: New position (128.3k shares)
2.7%
10
$SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Q4 2024: New position (72.9k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.