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Cowa, LLC
COWA, LLC is a private investment firm headquartered in Houston, Texas. It operates from its main office at 800 Bering Dr Ste 250, Houston, TX 77057. The firm focuses on investment management and advisory services, serving high net worth individuals, family offices, and institutional clients. The company’s structure and strategic focus aligns with boutique asset management firms managing tailored portfolios. Employee count and further operational information are not disclosed publicly.
Investment Strategy
The firm pursues a multi-asset investment strategy, typically including public securities, private placements, and alternative investments. COWA, LLC focuses on risk-adjusted returns through rigorous research, diversification, and opportunistic investing across asset classes. Its approach may include active management guided by macroeconomic trends and client-specific objectives, although granular details of their processes are not publicly available.
Latest 13F Filing Activity
Cowa, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 129 equity positions with a total 13F market value of $263M. The fund increased holdings in American Centy Etf TR, Dimensional Etf Trust, Ishares TR among other positions. Cowa, LLC reduced exposure to Apple Inc., Dimensional Etf Trust, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUV | AMERICAN CENTY ETF TR | 7.06% | $18.5M | 203,327 | $83.50 | $91.10 | +$5.7M |
D DFIV | DIMENSIONAL ETF TRUST | 6.79% | $17.8M | 416,369 | $36.01 | $42.83 | +$5.0M |
I IBHF | ISHARES TR | 6.06% | $15.9M | 685,592 | $23.16 | $23.23 | +$3.3M |
I IBDR | ISHARES TR | 5.64% | $14.8M | 610,840 | $24.12 | $24.25 | +$3.6M |
F FNDE | SCHWAB STRATEGIC TR | 3.48% | $9.1M | 276,879 | $30.43 | $33.01 | +$3.1M |
Industry Allocation
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