CPWA, LLC
CPWA, LLC reported 94 positions worth $86.1M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SCHG (10.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $8.9M | 10.32% | 262,462 | — | — | |
| ▸ 2 | DGRW | SH | $6.3M | 7.27% | 65,443 | — | — | |
| ▸ 3 | AAPL | SH | $4.3M | 5.00% | 14,884 | — | — | |
| ▸ 4 | IDMO | SH | $4.1M | 4.81% | 68,731 | — | — | |
| ▸ 5 | SCHD | SH | $4.1M | 4.81% | 130,555 | — | — | |
| ▸ 6 | COST | SH | $2.8M | 3.24% | 2,984 | — | — | |
| ▸ 7 | AMZN | SH | $2.6M | 2.98% | 10,784 | — | — | |
| ▸ 8 | MSFT | SH | $2.2M | 2.60% | 6,011 | — | — | |
| ▸ 9 | GOOGL | SH | $2.1M | 2.47% | 5,958 | — | — | |
| ▸ 10 | IYW | SH | $2.1M | 2.40% | 8,198 | — | — |
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Frequently Asked Questions
What stocks does CPWA, LLC hold as of Q2 2026?
CPWA, LLC reported 94 positions worth $86.1M in its Q2 2026 13F filing. Largest positions: SCHG (10.3%), DGRW (7.3%), AAPL (5.0%), IDMO (4.8%) and SCHD (4.8%).
What did CPWA, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CPWA, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.