Holdings
Copia Wealth Management
As of Jun 30, 2026, Copia Wealth Management reported 264 positions worth US$16.7M. Largest: Amazon.com, Inc., Apple Inc and United Parcel Service, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 7,393 | US$1.76M | −172 | Jun 30, 2026 |
| Apple Inc | 5,730 | US$1.66M | −59 | Jun 30, 2026 |
| United Parcel Service, Inc. | 9,846 | US$1.06M | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,330 | US$869K | −1 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,368 | US$846K | +173 | Jun 30, 2026 |
| Purecycle Technologies, Inc. | 94,184 | US$764K | +5,983 | Jun 30, 2026 |
| Nvidia Corporation | 3,251 | US$651K | +2,483 | Jun 30, 2026 |
| Pattern Group Inc. - Series A | 21,428 | US$540K | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 563 | US$527K | −42 | Jun 30, 2026 |
| Tesla, Inc. | 1,039 | US$437K | +15 | Jun 30, 2026 |