Cowa, LLC
Annual return '25
+6.8%
SPY '25
+17.7%
Alpha
-10.9ptsvs SPY
Invested
$370.6M
Holdings
157
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IBHF
ISHARES TR
Q1 2026: Exited (was 971.9k shares)
6.9%
02
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 228.8k shares)
6.8%
03
$IBDR
ISHARES TR
Q1 2026: Exited (was 818.0k shares)
6.6%
04
$DFIV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 364.5k shares)
6.3%
05
$IBDX
ISHARES TR
Q1 2026: Exited (was 570.7k shares)
5.0%
06
$FIX
COMFORT SYS USA INC
Q1 2026: Exited (was 13.7k shares)
4.5%
07
$AAPL
APPLE INC
Q1 2026: Sold 85.6% (38.0k → 5.5k shares)
3.7%
08
$FNDE
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 311.4k shares)
3.3%
09
$IDV
ISHARES TR
Q1 2026: Exited (was 273.6k shares)
3.2%
10
$CTA
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 275.0k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:20 UTC.