COTTONWOOD CAPITAL ADVISORS, LLC - Portfolio Stock Holdings
COTTONWOOD CAPITAL ADVISORS, LLC disclosed 91 stock positions in a recent SEC 13F filing. $166,086,403 of stock holdings were filed, with the largest holdings including IYW, CLSE, and SOXX. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $278,976,451 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
91Est. Stock Holding Value:
$166,086,403Top Stock Holdings By Sector
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Portfolio Stock Holdings - COTTONWOOD CAPITAL ADVISORS, LLC
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