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Copia Wealth Management
COPIA Wealth Management, LLC is a registered investment adviser based in Bend, Oregon, organized as an LLC under Oregon law. Founded in 2021 and owned primarily by Louis Bennett and Aaron Boehm, the firm provides customized investment advisory and portfolio management services to individuals—both high net worth and others—and a smaller number of pension/profit sharing plans. As of May 16, 2025, COPIA Wealth Management managed approximately $123 million in assets and had 5 employees, focusing on tailored client needs and goals.
Investment Strategy
COPIA Wealth Management designs diversified portfolios specifically tailored to each client's individual goals and circumstances. Their investment approach emphasizes suitability, gathering comprehensive financial information to understand age, income, net worth, liquidity, and risk tolerance. The firm provides ongoing management informed by institutional-level planning and prioritizes transparency and long-term alignment with each client's evolving needs, including both discretionary and non-discretionary asset management. Their philosophy centers on delivering institutional-quality investment services to investors of all sizes.
Latest 13F Filing Activity
Copia Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 460 equity positions with a total 13F market value of $119M. The fund increased holdings in Strive Enhanced Income Short Maturity Etf, Eldridge Aaa Clo Etf, SPDR Portfolio S&P 500 Etf among other positions. Copia Wealth Management reduced exposure to Ishares Iboxx $ High Yield Corporate Bond Etf, Real Estate Select Sector SPDR Fund, Global X Msci Argentina Etf among others.
Top Holdings
Equity Positions (460)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | 5.64% | $6.7M | 329,106 | $20.29 | $20.32 | +$1.3M |
T TBIL | US TREASURY 3 MONTH BILL ETF | 5.24% | $6.2M | 124,184 | $49.86 | $50.00 | +$14.1K |
S SPLG | SPDR PORTFOLIO S&P 500 ETF | 5.11% | $6.1M | 83,385 | $68.95 | $72.69 | +$705.8K |
X XBIL | US TREASURY 6 MONTH BILL ETF | 3.82% | $4.5M | 90,232 | $50.04 | $50.15 | -$155.0K |
G GLD | SPDR GOLD SHARES | 3.48% | $4.1M | 13,528 | $244.27 | $304.83 | -$283.6K |
Industry Allocation
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