COWA, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
163
Quarter
2025 Q4
Top Holding
AVUV (7.0%)
Top 10 Concentration
45.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 163
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AVUV
AMERICAN CENTY ...
ETF 7.03% 7.29% #1
Prev: #1
4.8 8,031 3.6%
P
S
228,831 $23,119,047 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHF
ISHARES TR
Bond/Debt 6.62% 6.08% #2 1
Prev: #3
4.7 188,995 24.1%
P
S
971,850 $21,753,643 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDR
ISHARES TR
Bond/Debt 5.84% 5.50% #3 1
Prev: #4
4.4 135,526 19.9%
P
S
817,998 $19,194,736 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL ETF...
Bond/Debt 5.53% 6.85% #4 2
Prev: #2
2.3 -83,040 -18.6%
P
S
364,474 $18,187,294 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDX
ISHARES TR
Bond/Debt 4.31% 3.57% #5 2
Prev: #7
3.8 150,425 35.8%
P
S
570,722 $14,159,510 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FIX
COMFORT SYS USA...
Industrials 3.89% 3.82% #6 1
Prev: #5
1.6 -245 -1.8%
P
S
13,709 $12,794,473 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDE
SCHWAB STRATEGI...
Bond/Debt 3.42% 3.69% #7 1
Prev: #6
3.4 4,212 1.4%
P
S
311,441 $11,230,578 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IDV
ISHARES TR
Bond/Debt 3.28% 3.29% #8
Prev: #8
3.3 2,729 1.0%
P
S
273,638 $10,795,049 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.14% 3.12% #9
Prev: #9
3.3 1,105 3.0%
P
S
37,984 $10,326,498 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYD
SPDR SERIES TRU...
ETF 2.49% 2.82% #10
Prev: #10
1.0 -3,431 -1.8%
P
S
189,525 $8,196,962 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAU
DIMENSIONAL ETF...
ETF 2.48% 1.37% #11 5
Prev: #16
3.3 84,059 93.5%
P
S
173,952 $8,140,996 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CTA
SIMPLIFY EXCHAN...
Unknown 2.28% 2.15% #12
Prev: #12
3.0 43,350 18.7%
P
S
275,014 $7,496,905 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HDV
ISHARES TR
ETF 2.07% 2.26% #13 2
Prev: #11
2.8 292 0.5%
P
S
55,994 $6,809,496 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDV
AMERICAN CENTY ...
Bond/Debt 2.07% 2.12% #14 1
Prev: #13
2.8 640 0.9%
P
S
72,387 $6,802,295 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDX
SCHWAB STRATEGI...
Bond/Debt 1.91% 1.14% #15 11
Prev: #26
3.0 99,958 76.7%
P
S
230,243 $6,264,920 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDW
ISHARES TR
Bond/Debt 1.88% 1.28% #16 3
Prev: #19
3.0 129,602 71.2%
P
S
311,649 $6,181,071 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIA
SPDR DOW JONES ...
ETF 1.83% 2.02% #17 3
Prev: #14
0.7 -599 -4.6%
P
S
12,530 $6,021,664 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAI
DIMENSIONAL ETF...
Bond/Debt 1.68% 1.76% #18 3
Prev: #15
0.7 -1,092 -0.7%
P
S
144,588 $5,510,248 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 1.53% 1.31% #19 2
Prev: #17
2.7 10,908 27.8%
P
S
50,103 $5,044,475 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VYMI
VANGUARD WHITEH...
Bond/Debt 1.27% 1.29% #20 2
Prev: #18
2.5 819 1.8%
P
S
46,552 $4,189,717 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 1.19% 1.21% #21
Prev: #21
2.5 3,306 6.6%
P
S
53,176 $3,908,507 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.15% 1.19% #22
Prev: #22
2.5 1,165 2.8%
P
S
42,237 $3,778,553 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 1.10% 1.15% #23 2
Prev: #25
2.5 622 3.4%
P
S
18,895 $3,619,646 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMLP
ALPS ETF TR
ETF 1.08% 1.23% #24 4
Prev: #20
0.4 -3,374 -4.3%
P
S
75,551 $3,552,431 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 1.04% 1.18% #25 2
Prev: #23
0.5 -6,862 -14.0%
P
S
42,007 $3,409,708 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES TR
Bond/Debt 0.00% 0.98%
Sold All 😨
(Was: #29)
0.3 -127,151 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDB
SCHWAB STRATEGI...
Bond/Debt 0.00% 0.86%
Sold All 😨
(Was: #31)
0.3 -98,501 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.61%
Sold All 😨
(Was: #37)
0.3 -73,266 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPHD
INVESCO EXCH TR...
ETF 0.00% 0.25%
Sold All 😨
(Was: #72)
0.3 -14,990 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MGK
VANGUARD WORLD ...
Warrant 0.00% 0.08%
Sold All 😨
(Was: #130)
0.3 -616 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLX
CLOROX CO DEL
Consumer Defensive 0.00% 0.08%
Sold All 😨
(Was: #131)
0.3 -1,900 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.07%
Sold All 😨
(Was: #137)
0.3 -4,180 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.06%
Sold All 😨
(Was: #138)
0.3 -17,020 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OEC
ORION S.A.
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #139)
0.3 -13,700 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CYBN
CYBIN INC
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #140)
0.3 -13,200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 163 holdings

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