Cottonwood Capital Advisors, LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$1.2B
Holdings
145
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Held since at least Q1 2024
15.3%
02
$PICB
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
8.2%
03
$XHLF
BONDBLOXX ETF TRUST
Held since at least Q1 2024
7.1%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: New position (738.7k shares)
7.0%
05
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
6.4%
06
$BKAG
BNY MELLON ETF TRUST
Held since at least Q1 2024
4.9%
07
$GOOG
ALPHABET INC
Q4 2025: Increased +327.1% (933 → 4.0k shares)
3.4%
08
$VGK
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
3.2%
09
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: New position (505.7k shares)
2.8%
10
$PFXF
VANECK ETF TRUST
Held since at least Q1 2024
2.7%
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 10:32 UTC.