13F Insight
DOSSIER · 13F-HR · Q1 2026

COWA, LLC

$371M in tracked AUM across 158 positions as of Q1 2026.

CL
CIK 0001844480 · last filed Mar 31, 2026
Total AUM
$371M
as of Q1 2026
Holdings
158
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$152M▲ 23.9%
106 positionsLocked
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