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Filers›Asset Manager›COWA, LLC
DOSSIER · 13F-HR · Q1 2026

COWA, LLC

COWA's asset manager based in London, UK — $371M in tracked AUM across 158 positions as of Q1 2026.

C
COWA·London, UK·Asset Manager
CIK 0001844480 · last filed Mar 31, 2026
Total AUM
$371M
▲ 17.4%
vs prior
Holdings
158
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

COWA, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IBHF
ISHARES TR
$25M1.1M6.9%
02
AVUV
AMERICAN CENTY ETF TR
$25M227K6.8%
03
IBDR
ISHARES TR
$25M1.0M6.6%
04
DFIV
DIMENSIONAL ETF TRUST
$23M444K6.3%
05
IBDX
ISHARES TR
$18M729K5.0%
06
FIX
COMFORT SYS USA INC
$17M12K4.5%
07
AAPL
APPLE INC
$14M43K3.7%
08
FNDE
SCHWAB STRATEGIC TR
$12M323K3.3%
09
IDV
ISHARES TR
$12M278K3.2%
10
CTA
SIMPLIFY EXCHANGE TRADED FUN
$9M301K2.5%

Filing history

Filing history loading…
AI Agent · grounded in COWA,
haiku-4-5 · 158 positions indexed
Sector mix
  • Tech29%
  • Financials37%
  • Cons. Disc.11%
  • Industrials5%
  • Energy6%
  • Other12%
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