CPWA, LLC: 13F holdings
CIK 21347442026Q2
| Positions | 94 |
|---|---|
| Reported value | $86.1m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 262,462 | $8.9m | 10.3% |
| DGRW WISDOMTREE TR | 65,443 | $6.3m | 7.3% |
| AAPL APPLE INC | 14,884 | $4.3m | 5.0% |
| INVESCO EXCH TRADED FD TR II | 68,731 | $4.1m | 4.8% |
| SCHD SCHWAB STRATEGIC TR | 130,555 | $4.1m | 4.8% |
| COST COSTCO WHOLESALE CORPORATION | 2,984 | $2.8m | 3.2% |
| AMZN AMAZON COM INC | 10,784 | $2.6m | 3.0% |
| MSFT MICROSOFT CORP | 6,011 | $2.2m | 2.6% |
| GOOGL ALPHABET INC | 5,958 | $2.1m | 2.5% |
| IYW ISHARES TR | 8,198 | $2.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2134744")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.