13F Insight
DOSSIER · 13F-HR · Q1 2026

Copia Wealth Management

Copia Wealth's pension fund based in Omaha, NE — $146M in tracked AUM across 532 positions as of Q1 2026.

CW
Copia Wealth·Omaha, NE·Pension Fund
CIK 0002058771 · last filed Mar 31, 2026
Total AUM
$146M
▼ 9.9%
vs prior
Holdings
532
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Copia Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BUXX
STRIVE ENHANCED INCOME SHORT MATURITY ETF
$10M476K6.6%
02
CLOX
ELDRIDGE AAA CLO ETF
$7M260K4.6%
03
GLD
SPDR GOLD SHARES
$5M12K3.6%
04
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
$5M66K3.5%
05
VTWO
VANGUARD RUSSELL 2000 ETF
$4M45K3.1%
06
CLOZ
ELDRIDGE BBB-B CLO ETF
$4M162K2.9%
07
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$4M40K2.8%
08
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
$4M51K2.8%
09
TBIL
F/M US TREASURY 3 MONTH BILL FUND
$4M79K2.7%
10
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
$3M53K2.1%

Filing history

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