COWA, LLC: 13F holdings

CIK 18444802026Q2

Positions181
Reported value$398.6m
Filed2026-08-06

Change since last quarter

Positions181 (+23 vs prior quarter)
Reported value$398.6m (+7.6%)

Top 10 holdings

SecuritySharesValueWeight
IBHF ISHARES TR1,186,840$26.9m6.7%
AVUV AMERICAN CENTY ETF TR214,066$26.7m6.7%
FIX COMFORT SYS USA INC12,439$24.7m6.2%
DFIV DIMENSIONAL ETF TRUST432,023$23.3m5.9%
IBDX ISHARES TR774,107$19.5m4.9%
FNDE SCHWAB STRATEGIC TR337,812$13.4m3.4%
AAPL APPLE INC40,128$11.6m2.9%
IDV ISHARES TR275,470$11.4m2.9%
SPYD SPDR SERIES TRUST189,929$9.1m2.3%
IBDW ISHARES TR433,167$9.0m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1844480")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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