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Portfolio (Quarterly) Guide ↗

COWA, LLC

· CIK 0001844480
13F Portfolio $371M AUM 158 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 60 Added 54 Reduced 6 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBHF ISHARES TR 1,109,389.0 $25.5M 6.87% +138K +14.2% $22.95 -0.7%
2 IBDR ISHARES TR 1,015,106.0 $24.6M 6.64% +197K +24.1% $24.24 +0.0%
3 DFIV DIMENSIONAL ETF TRUST 443,679.0 $23.4M 6.32% +79K +21.7% $52.78 +6.2%
4 IBDX ISHARES TR 729,002.0 $18.4M 4.97% +158K +27.7% $25.27 -0.5%
5 AAPL APPLE INC Technology 43,193.0 $13.7M 3.70% +5K +13.7% $317.40 -1.8%
6 FNDE SCHWAB STRATEGIC TR 322,910.0 $12.4M 3.33% +11K +3.7% $38.26 +7.5%
7 IDV ISHARES TR 277,728.0 $11.8M 3.19% +4K +1.5% $42.56 +6.2%
8 CTA SIMPLIFY EXCHANGE TRADED FUN 301,281.0 $9.1M 2.46% +26K +9.6% $30.22 -0.7%
9 IBDW ISHARES TR 408,644.0 $8.6M 2.31% +97K +31.1% $20.93 -0.5%
10 HDV ISHARES TR 57,386.0 $7.8M 2.10% +1K +2.5% $135.72 -79.5%
11 AVDV AMERICAN CENTY ETF TR 74,124.0 $7.4M 2.00% +2K +2.4% $99.86 +10.7%
12 FNDX SCHWAB STRATEGIC TR 238,448.0 $6.6M 1.79% +8K +3.6% $27.85 +11.2%
13 OKE ONEOK INC NEW Energy 59,233.0 $5.4M 1.45% +6K +11.4% $90.39 +1.9%
14 RSP INVESCO EXCHANGE TRADED FD T 20,351.0 $3.9M 1.05% +1K +7.7% $191.93 +8.4%
15 SCHD SCHWAB STRATEGIC TR 120,687.0 $3.7M 1.00% +601.0 +0.5% $30.68 +6.9%
16 COP CONOCOPHILLIPS Energy 20,316.0 $2.7M 0.72% +114.0 +0.6% $132.00 -10.1%
17 NVDA NVIDIA CORPORATION Technology 15,065.0 $2.6M 0.71% +12K +391.7% $174.40 +23.6%
18 IBDS ISHARES TR 95,309.0 $2.3M 0.62% +81K +548.9% $24.24 -0.1%
19 UPS UNITED PARCEL SVCS INC Industrials 21,732.0 $2.1M 0.58% +770.0 +3.7% $98.38 +3.8%
20 IBDT ISHARES TR 80,124.0 $2.0M 0.55% +926.0 +1.2% $25.33 -0.3%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.2%
Industrials 20.2%
Energy 18.8%
Financial Services 17.6%
Consumer Defensive 8.6%
Healthcare 6.9%
Communication Services 2.7%
Utilities 2.5%
Consumer Cyclical 2.3%
Basic Materials 0.2%