Copia Wealth Management
RIA/Wealth
Copia Wealth Management is a RIA/Wealth based in Bend, OR led by Aaron Lee Boehm, managing $128.7M across 472 long positions as of Q3 2025 with 81% ETF concentration and minimal technology exposure.
PresidentAaron Lee Boehm
- Portfolio Value
- $128.7M
- Positions
- 472
- Top Holding
- BUXX at 5.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Copia Wealth Management's portfolio (35.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $7.2M | 5.63% | +$565.9K Bought | — 357.0K shares | |
ETF ETF | $6.7M | 5.18% | +$138.4K Bought | — 85.2K shares | |
Unknown Unknown | $4.9M | 3.77% | +$45.1K Bought | — 13.7K shares | |
ETF ETF | $4.3M | 3.37% | -$186.6K Sold | — 86.5K shares | |
ETF ETF | $4.2M | 3.25% | +$81.8K Bought | — 72.8K shares | |
ETF ETF | $4.1M | 3.19% | +$20.1K Bought | — 74.1K shares | |
ETF ETF | $3.7M | 2.85% | +$84.9K Bought | — 35.5K shares | |
ETF ETF | $3.5M | 2.75% | -$4.0K Sold | — 61.6K shares | |
ETF ETF | $3.5M | 2.74% | +$87.9K Bought | — 52.2K shares | |
ETF ETF | $3.4M | 2.61% | +$181.9K Bought | — 35.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Copia Wealth Management's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Copia Wealth Management
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