13F Filings History of Copia Wealth Management

Latest 13F report
Q3 2025 - 31 Oct 2025
Value $
$134,552,961
Signature - Title
Geoffrey Gruetzmacher - CCO
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by Copia Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Copia Wealth Management reported 473 stock holdings with total value $134,552,961 as of Q3 2025. Top holdings included BUXX, SPLG, TBIL, GLD, and XBIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 473 $134,552,961 +$9,996,846 -$1,728,869 +$8,267,977 BUXX, SPLG, TBIL, GLD, XBIL 13F-HR 31 Oct 2025, 14:46
Q2 2025 466 $118,535,076 +$7,743,958 -$6,148,384 +$1,595,574 BUXX, TBIL, SPLG, XBIL, GLD 13F-HR 28 Jul 2025, 15:01
Q1 2025 451 $108,115,293 +$8,845,766 -$3,129,545 +$5,716,221 TBIL, SPLG, BUXX, XBIL, GLD 13F-HR 17 Apr 2025, 15:47
Q4 2024 425 $105,074,164 $0 $0 $0 TBIL, SPLG, XBIL, BUXX, COWZ 13F-HR 06 Mar 2025, 17:17