Copia Wealth Management
Top Portfolio Positions
272 positions ·
$25,047,245 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
12,338 | $5,308,918 | 21.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,565 | $1,575,562 | 6.29% | |
| GLDM |
World Gold Trust
|
15,975 | $1,480,722 | 5.91% | |
| AAPL |
Apple Inc.
Technology
|
5,789 | $1,469,190 | 5.87% | |
| IBIT |
iShares Bitcoin Trust ETF
|
31,059 | $1,193,286 | 4.76% | |
| UPS |
United Parcel Service Inc
Industrials
|
9,846 | $968,649 | 3.87% | |
| SLV |
iShares Silver Trust
|
12,734 | $867,694 | 3.46% | |
| MSFT |
Microsoft Corp
Technology
|
2,331 | $862,866 | 3.44% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
13,816 | $728,932 | 2.91% | |
| IAU |
Ishares Gold Trust
|
6,885 | $606,981 | 2.42% |
Portfolio Trend
6 quarters · across all stocks
Holdings in OGI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $190 | 142 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||