Copia Wealth Management
Top Portfolio Positions
271 positions ·
$24,810,521 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
12,338 | $5,308,918 | 21.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,565 | $1,575,562 | 6.35% | |
| GLDM |
World Gold Trust
|
15,975 | $1,480,722 | 5.97% | |
| AAPL |
Apple Inc.
Technology
|
5,789 | $1,469,190 | 5.92% | |
| IBIT |
iShares Bitcoin Trust ETF
|
31,059 | $1,193,286 | 4.81% | |
| UPS |
United Parcel Service Inc
Industrials
|
9,846 | $968,649 | 3.90% | |
| SLV |
iShares Silver Trust
|
12,734 | $867,694 | 3.50% | |
| MSFT |
Microsoft Corp
Technology
|
2,331 | $862,866 | 3.48% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
13,816 | $728,932 | 2.94% | |
| IAU |
Ishares Gold Trust
|
6,885 | $606,981 | 2.45% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PTRN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,350 | 21,428 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $247,279 | 21,428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $293,563 | 21,428 | Shares | Sole | 2025-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||