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COWA, LLC
COWA, LLC
Latest filing: 2026-06-30
COWA, LLC runs COWA, LLC and currently holds 181 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $398.64M. Their top holdings are IBHF, AVUV, FIX, DFIV, IBDX. The top five represent 30.4% of reported portfolio weight. COWA, LLC ranks #401 out of 1000 investors tracked by Alpha Score. In the most recent quarter, COWA, LLC initiated 3 new positions. They added to 48 existing positions. They trimmed 37 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
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181 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IBHF ISHARES TR | 6.74% | $23.11 | $22.53 | -2.53% | Added +6.98% |
 AVUV AMERICAN CENTY ETF TR | 6.70% | $85.37 | $126.43 | +48.10% | Trimmed -5.52% |
 FIX COMFORT SYS USA INC | 6.18% | $466.47 | $1,655.19 | +254.83% | Added +3.54% |
 DFIV DIMENSIONAL ETF TRUST | 5.85% | $39.58 | $58.30 | +47.28% | Trimmed -2.63% |
 IBDX ISHARES TR | 4.89% | $25.31 | $24.82 | -1.94% | Added +6.19% |
 FNDE SCHWAB STRATEGIC TR | 3.36% | $31.69 | $41.87 | +32.12% | Added +4.61% |
 AAPL APPLE INC | 2.91% | $167.70 | $309.35 | +84.47% | Trimmed -7.10% |
 IDV ISHARES TR | 2.86% | $28.70 | $45.09 | +57.10% | Trimmed -0.81% |
 SPYD SPDR SERIES TRUST | 2.27% | $39.32 | $50.42 | +28.23% | Added +1.09% |
 IBDW ISHARES TR | 2.26% | $20.99 | $20.61 | -1.81% | Added +6.00% |
Showing 1-10 of 181