account_balance

Investment manager · 13F filer · SEC CIK 1903321

Cottonwood Capital Advisors, LLC

Reported value$166Mas of Sep 30, 2026
Positions90 3 new, 1 sold out
Top 10 weight52.0%IYW alone is 10%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IYW iShares Tr 10.4% Held
CLSE Trust for Professional Manag 8.0% Added +8%
SOXX iShares Tr 7.5% Held
MBSD Flexshares Tr 4.8% Added +4%
RDVY First Tr Exchange Traded Fd 4.1% Held
ITA iShares Tr 4.1% Added +2%
HYDB iShares Tr 4.0% Added +6%
FTA First Tr Exchange-Traded Alp 3.3% Held
IGV iShares Tr 3.0% Held
ITB iShares Tr 2.9% Held
IYC iShares Tr 2.9% Added +5%
IAI iShares Tr 2.7% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • HYLS +44%
  • IYF +31%
  • SKOR +12%
  • IAI +9%
arrow_downwardTrimmed

None

remove_circleSold out
  • FCVT $500K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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