Institutional Fund
Cpwa, LLC
Hood River, ORCIK 21347441 filings on record
Portfolio Value
$83.70M
Q1 2026
Holdings
90
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr10.7%
- Wisdomtree Tr7.4%
- Apple Inc5.2%
- Invesco Exch Traded Fd Tr II4.9%
- Schwab Strategic Tr4.9%
- Costco Whsl Corp New3.6%
- Other63.4%
Portfolio Holdings
90 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 261.4K | $8.92M | 10.7% | +261.4K | First Filing |
| 2 | Wisdomtree Tr | 64.9K | $6.17M | 7.4% | +64.9K | First Filing |
| 3 | Apple Inc | 14.9K | $4.36M | 5.2% | +14.9K | First Filing |
| 4 | Invesco Exch Traded Fd Tr II | 67.3K | $4.09M | 4.9% | +67.3K | First Filing |
| 5 | Schwab Strategic Tr | 128.5K | $4.08M | 4.9% | +128.5K | First Filing |
| 6 | Costco Whsl Corp New | 3.0K | $2.98M | 3.6% | +3.0K | First Filing |
| 7 | Amazon Com Inc | 10.7K | $2.89M | 3.5% | +10.7K | First Filing |
| 8 | Microsoft Corp | 6.0K | $2.48M | 3.0% | +6.0K | First Filing |
| 9 | Alphabet Inc | 5.9K | $2.30M | 2.7% | +5.9K | First Filing |
| 10 | Nvidia Corporation | 9.7K | $2.13M | 2.5% | +9.7K | First Filing |
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