COWA, LLC
COWA, LLC reported 181 positions worth $398.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IBHF (6.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IBHF | SH | $26.9M | 6.74% | 1,186,840 | — | — | |
| ▸ 2 | AVUV | SH | $26.7M | 6.70% | 214,066 | — | — | |
| ▸ 3 | IBDR | SH | $26.4M | 6.62% | 1,089,624 | — | — | |
| ▸ 4 | FIX | SH | $24.7M | 6.18% | 12,439 | — | — | |
| ▸ 5 | DFIV | SH | $23.3M | 5.85% | 432,023 | — | — | |
| ▸ 6 | IBDX | SH | $19.5M | 4.89% | 774,107 | — | — | |
| ▸ 7 | FNDE | SH | $13.4M | 3.36% | 337,812 | — | — | |
| ▸ 8 | AAPL | SH | $11.6M | 2.91% | 40,128 | — | — | |
| ▸ 9 | IDV | SH | $11.4M | 2.86% | 275,470 | — | — | |
| ▸ 10 | SPYD | SH | $9.1M | 2.27% | 189,929 | — | — |
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Frequently Asked Questions
What stocks does COWA, LLC hold as of Q2 2026?
COWA, LLC reported 181 positions worth $398.6M in its Q2 2026 13F filing. Largest positions: IBHF (6.7%), AVUV (6.7%), IBDR (6.6%), FIX (6.2%) and DFIV (5.9%).
What did COWA, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did COWA, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.