StockDriftsStockDriftsTop 50 Cowa LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBHF | ISHARES TR | 6.74% | 1.19M | $26.9M | +6.98%(+77.45K) | $23.14(-2.72%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.7% | 214.1K | $26.7M | -5.52%(-12.50K) | $84.67(+51.35%) | 2026-06-30 | |
| IBDR | ISHARES TR | 6.62% | 1.09M | $26.4M | +7.34%(+74.52K) | $24.20(+0.01%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 6.18% | 12.4K | $24.7M | +3.54%(+425) | $433.32(+329.70%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.85% | 432.0K | $23.3M | -2.63%(-11.66K) | $38.62(+50.41%) | 2026-06-30 | |
| IBDX | ISHARES TR | 4.89% | 774.1K | $19.5M | +6.19%(+45.10K) | $25.24(-1.23%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 3.36% | 337.8K | $13.4M | +4.61%(+14.90K) | $31.13(+32.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.91% | 40.1K | $11.6M | -7.10%(-3.06K) | $154.98(+97.05%) | 2026-06-30 | |
| IDV | ISHARES TR | 2.86% | 275.5K | $11.4M | -0.81%(-2.26K) | $29.35(+52.29%) | 2026-06-30 | |
| SPYD | SPDR SERIES TRUST | 2.27% | 189.9K | $9.1M | +1.09%(+2.06K) | $39.66(+27.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.55% | +54.27% | +8.79% | +52.42% |
| Top 20 Holdings Unweighted | +15.73% | +55.00% | +9.30% | +56.01% |
Cowa LLC reports $398.64M in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are IBHF (6.7%), AVUV (6.7%) and IBDR (6.6%). The top 20 holdings account for 65.3% of reported assets. Its disclosed equity book has returned +54.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cowa LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844480). View Cowa LLC’s 13F filings on SEC