COWA, LLC - Portfolio overview

COWA, LLC has 168 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. IBHF - ISHARES TR, 6.70%
2. AVUV - AMERICAN CENTY ETF TR, 6.58%
3. IBDR - ISHARES TR, 6.47%

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

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