Notify me when COWA, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 152 | $328,615,058 | +$55,418,000 | -$34,694,213 | +$20,723,787 | AVUV, IBHF, IBDR, DFIV, IBDX | 13F-HR | 12 Feb 2026, 06:21 |
| Q3 2025 | 141 | $301,286,295 | +$45,242,851 | -$23,919,005 | +$21,323,846 | AVUV, DFIV, IBHF, IBDR, FIX | 13F-HR | 10 Nov 2025, 15:33 |
| Q2 2025 | 131 | $262,581,885 | +$38,650,687 | -$19,862,279 | +$18,788,408 | AVUV, DFIV, IBHF, IBDR, FNDE | 13F-HR | 12 Aug 2025, 12:17 |
| Q1 2025 | 125 | $221,778,948 | +$38,355,358 | -$26,334,999 | +$12,020,359 | DFIV, AVUV, IBHF, IBDR, IDV | 13F-HR | 13 May 2025, 15:11 |
| Q4 2024 | 122 | $213,464,894 | +$35,304,709 | -$21,218,270 | +$14,086,439 | AVUV, DFIV, AAPL, IBDR, SPYD | 13F-HR | 03 Feb 2025, 16:50 |
| Q3 2024 | 128 | $210,038,671 | +$29,176,351 | -$18,786,202 | +$10,390,149 | AVUV, DFIV, IDV, AAPL, SPYD | 13F-HR | 01 Nov 2024, 16:08 |
| Q2 2024 | 126 | $184,420,293 | +$26,414,395 | -$10,044,924 | +$16,369,471 | AVUV, DFIV, SPYD, IDV, AAPL | 13F-HR | 12 Aug 2024, 17:02 |
| Q1 2024 | 119 | $169,331,728 | +$19,853,484 | -$18,791,257 | +$1,062,227 | AVUV, DFIV, DFAI, AMLP, IDV | 13F-HR | 07 May 2024, 16:45 |
| Q4 2023 | 110 | $160,355,010 | +$6,211,797 | -$5,452,997 | +$758,800 | SPYD, AVUV, IDV, DFIV, DFAI | 13F-HR | 16 Jan 2024, 16:58 |
| Q3 2023 | 105 | $148,131,861 | +$6,107,779 | -$8,200,884 | -$2,093,105 | SPYD, AVUV, IDV, DFIV, HDV | 13F-HR | 30 Oct 2023, 16:43 |
| Q2 2023 | 106 | $151,964,164 | +$4,403,895 | -$4,377,722 | +$26,173 | SPYD, IDV, AVUV, HDV, DFAI | 13F-HR | 25 Jul 2023, 16:47 |
| Q1 2023 | 122 | $60,308,088 | +$1,641,348 | -$4,596,624 | -$2,955,276 | AAPL, DIA, OKE, IAU, FNDX | 13F-HR | 04 May 2023, 14:57 |
| Q4 2022 | 116 | $139,494,640 | +$11,222,174 | -$24,985,260 | -$13,763,086 | SPYD, IDV, HDV, AVUV, DFAI | 13F-HR | 27 Jan 2023, 16:50 |
| Q3 2022 | 354 | $149,222,000 | +$20,504,018 | -$31,464,601 | -$10,960,583 | SPYD, DFAI, AVUV, AAPL, DFAU | 13F-HR | 04 Nov 2022, 15:24 |
| Q2 2022 | 122 | $166,930,000 | +$10,017,931 | -$14,956,540 | -$4,938,609 | SGOV, SPYD, DFAI, DFAU, AVUV | 13F-HR | 12 Aug 2022, 11:17 |
| Q1 2022 | 142 | $198,039,000 | +$36,738,758 | -$30,367,044 | +$6,371,714 | SGOV, DFAI, SPYD, DFAU, AVUV | Restatement | 18 May 2022, 16:25 |
| Q4 2021 | 141 | $190,497,000 | +$27,905,086 | -$12,862,280 | +$15,042,806 | ULST, FLRN, DFAI, SPYD, IEFA | 13F-HR | 04 Feb 2022, 14:30 |
| Q3 2021 | 138 | $165,494,000 | +$26,170,059 | -$10,799,073 | +$15,370,986 | ULST, FLRN, IEFA, DFAI, SCHD | 13F-HR | 22 Oct 2021, 11:32 |
| Q2 2021 | 125 | $154,002,000 | +$17,075,294 | -$24,614,439 | -$7,539,145 | ULST, FLRN, IEFA, SCHD, DIA | 13F-HR | 02 Aug 2021, 15:42 |
| Q1 2021 | 368 | $157,454,000 | +$38,019,462 | -$11,219,356 | +$26,800,106 | ULST, FLRN, SCHD, IEFA, DIA | 13F-HR | 05 May 2021, 09:26 |
| Q4 2020 | 378 | $129,993,000 | $0 | $0 | $0 | DIA, SCHD, IEFA, AAPL, IAU | 13F-HR | 05 Feb 2021, 13:06 |