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COWA, LLC - Portfolio Stock Holdings

COWA, LLC disclosed 199 stock positions in a recent SEC 13F filing. $413,550,212 of stock holdings were filed, with the largest holdings including IBDX, FIX, and AVUV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $529,365,864 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

199

Est. Stock Holding Value:

$413,550,212

Top Stock Holdings By Sector

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Portfolio Stock Holdings - COWA, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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