Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COWA, LLC (CIK 1844480) reported $370.6M across 157 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBHF ($25.5M, 6.87%), AVUV ($25.0M, 6.75%), IBDR ($24.6M, 6.64%), DFIV ($23.4M, 6.32%), IBDX ($18.4M, 4.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBHF | ISHARES TR | $25.5M | 6.87% | 1.1M | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $25.0M | 6.75% | 226,570 | Trimmed |
| 3 | IBDR | ISHARES TR | $24.6M | 6.64% | 1.0M | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $23.4M | 6.32% | 443,679 | Added |
| 5 | IBDX | ISHARES TR | $18.4M | 4.97% | 729,002 | Added |
| 6 | FIX | COMFORT SYS USA INC | $16.6M | 4.47% | 12,014 | Trimmed |
| 7 | AAPL | APPLE INC | $13.7M | 3.70% | 43,193 | Added |
| 8 | FNDE | SCHWAB STRATEGIC TR | $12.4M | 3.33% | 322,910 | Added |
| 9 | IDV | ISHARES TR | $11.8M | 3.19% | 277,728 | Added |
| 10 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $9.1M | 2.46% | 301,281 | Added |
| 11 | SPYD | SPDR SERIES TRUST | $8.6M | 2.31% | 187,874 | Trimmed |
| 12 | IBDW | ISHARES TR | $8.6M | 2.31% | 408,644 | Added |
| 13 | HDV | ISHARES TR | $7.8M | 2.10% | 57,386 | Added |
| 14 | AVDV | AMERICAN CENTY ETF TR | $7.4M | 2.00% | 74,124 | Added |
| 15 | FNDX | SCHWAB STRATEGIC TR | $6.6M | 1.79% | 238,448 | Added |
| 16 | DIA | STATE STR SPDR DOW JONES IND | $5.8M | 1.56% | 12,471 | Trimmed |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $5.6M | 1.52% | 144,588 | Hold |
| 18 | OKE | ONEOK INC NEW | $5.4M | 1.44% | 59,233 | Added |
| 19 | SGOV | ISHARES TR | $4.7M | 1.26% | 46,293 | Trimmed |
| 20 | VYMI | VANGUARD WHITEHALL FDS | $4.3M | 1.15% | 45,300 | Trimmed |
| 21 | AMLP | ALPS ETF TR | $4.0M | 1.07% | 75,147 | Trimmed |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.05% | 20,351 | Added |
| 23 | DFAU | DIMENSIONAL ETF TRUST | $3.9M | 1.05% | 86,124 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $3.7M | 1.00% | 120,687 | Added |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | $2.9M | 0.78% | 76,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31