CPWA, LLC - Portfolio overview

CPWA, LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 10.66%
2. DGRW - WISDOMTREE TR, 7.37%
3. AAPL - APPLE INC, 5.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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