Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

COWA, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

COWA, LLC (CIK 1844480) reported $398.6M across 180 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IBHF ($26.9M, 6.74%), AVUV ($26.7M, 6.70%), IBDR ($26.4M, 6.62%), FIX ($24.7M, 6.18%), DFIV ($23.3M, 5.85%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IBHFISHARES TR$26.9M6.74%1.2MAdded
2AVUVAMERICAN CENTY ETF TR$26.7M6.70%214,066Trimmed
3IBDRISHARES TR$26.4M6.62%0Added
4FIXCOMFORT SYS USA INC$24.7M6.18%12,439Added
5DFIVDIMENSIONAL ETF TRUST$23.3M5.85%432,023Trimmed
6IBDXISHARES TR$19.5M4.89%774,107Added
7FNDESCHWAB STRATEGIC TR$13.4M3.36%337,812Added
8AAPLAPPLE INC$11.6M2.91%40,128Trimmed
9IDVISHARES TR$11.4M2.86%275,470Trimmed
10SPYDSPDR SERIES TRUST$9.1M2.27%189,929Added
11IBDWISHARES TR$9.0M2.26%433,167Added
12CTASIMPLIFY EXCHANGE TRADED FUN$8.4M2.10%323,481Added
13HDVISHARES TR$7.9M1.98%287,720Added
14AVDVAMERICAN CENTY ETF TR$7.6M1.90%73,577Trimmed
15FNDXSCHWAB STRATEGIC TR$7.4M1.87%239,072Added
16DIASTATE STR SPDR DOW JONES IND$6.3M1.59%12,153Trimmed
17DFAIDIMENSIONAL ETF TRUST$6.0M1.51%145,476Added
18SGOVISHARES TR$5.1M1.29%51,135Added
19OKEONEOK INC NEW$5.1M1.28%58,490Trimmed
20VYMIVANGUARD WHITEHALL FDS$4.5M1.14%46,248Added
21DFAUDIMENSIONAL ETF TRUST$4.5M1.12%86,560Added
22RSPINVESCO EXCHANGE TRADED FD T$4.4M1.11%20,840Added
23AMLPALPS ETF TR$3.9M0.97%74,714Trimmed
24SCHDSCHWAB STRATEGIC TR$3.8M0.95%119,874Trimmed
25IEFAISHARES TR$3.2M0.79%32,755Added

Source: SEC Form 13F filings · as of 2026-06-30