13F Insight
DOSSIER · 13F-HR · Q2 2026

COWA, LLC

$399M in tracked AUM across 181 positions as of Q2 2026.

CL
CIK 0001844480 · last filed Jun 30, 2026
Total AUM
$399M
as of Q2 2026
Holdings
181
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

COWA, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IBHF
ISHARES TR
$27M1.2M6.7%02
AVUV
AMERICAN CENTY ETF TR
$27M214K6.7%03
IBDR
ISHARES TR
$26M1.1M6.6%04
FIX
COMFORT SYS USA INC
$25M12K6.2%05
DFIV
DIMENSIONAL ETF TRUST
$23M432K5.9%06
IBDX
ISHARES TR
$19M774K4.9%07
FNDE
SCHWAB STRATEGIC TR
$13M338K3.4%08
AAPL
APPLE INC
$12M40K2.9%09
IDV
ISHARES TR
$11M275K2.9%10
SPYD
SPDR SERIES TRUST
$9M190K2.3%

Filing history

2026Q2Jun 30
$399M▲ 7.6%
181 positionsView →2026Q1Mar 31
$371M▲ 12.7%
158 positionsView →2025Q4Dec 31
$329M▲ 9.1%
153 positionsView →2025Q3Sep 30
$301M▲ 14.7%
141 positionsView →2025Q2Jun 30
$263M▲ 12.2%
131 positionsLocked2025Q1Mar 31
$234M▲ 7.9%
125 positionsLocked2024Q4Dec 31
$217M▲ 3.3%
122 positionsLocked2024Q3Sep 30
$210M▲ 12.1%
128 positionsLocked2024Q2Jun 30
$187M▲ 10.5%
126 positionsLocked2024Q1Mar 31
$170M▲ 5.8%
119 positionsLocked2023Q4Dec 31
$160M▲ 8.3%
110 positionsLocked2023Q3Sep 30
$148M▼ 2.5%
105 positionsLocked
Showing 12 of 23