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Cottonwood Capital Advisors, LLC
Cottonwood Capital Advisors, LLC, doing business as Cottonwood Wealth Strategies, is a fee-only registered investment adviser headquartered in Salt Lake City, Utah. Founded in 2020 and solely owned by Thomas Pappas and Matthew Pappas, the firm offers investment management, financial planning, and advisory services for individuals, high net worth individuals, trusts, and organizations. With approximately 5 employees as of 2025, Cottonwood Capital Advisors provides personalized and fiduciary-quality service designed to help clients achieve their financial goals.
Investment Strategy
Cottonwood Capital Advisors delivers customized, goal-oriented investment and wealth management solutions on a discretionary and, in limited circumstances, non-discretionary basis. The firm focuses on understanding clients’ objectives, risk profiles, and financial situations to develop tailored investment policies designed to be risk appropriate, cost effective, and tax efficient. The team utilizes diversified strategies across asset classes and may coordinate with outside managers, all under a fiduciary standard of care to ensure client interests come first.
Latest 13F Filing Activity
Cottonwood Capital Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 87 equity positions with a total 13F market value of $137M. The fund increased holdings in Ishares TR, Ishares TR, Trust for Professional Manag among other positions. Cottonwood Capital Advisors, LLC reduced exposure to Microsoft Corp., Amazon Com Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IYW | ISHARES TR | 6.59% | $9.0M | 46,170 | $113.08 | $195.86 | +$1.2M |
C CLSE | TRUST FOR PROFESSIONAL MANAG | 6.42% | $8.8M | 338,548 | $20.95 | $26.04 | +$973.7K |
M MBSD | FLEXSHARES TR | 5.35% | $7.3M | 352,031 | $20.43 | $20.86 | +$116.7K |
S SOXX | ISHARES TR | 5.31% | $7.3M | 26,869 | $178.13 | $271.12 | +$970.1K |
I ITB | ISHARES TR | 4.47% | $6.1M | 57,212 | $87.39 | $107.25 | +$1.1M |
Industry Allocation
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