account_balance
Investment manager · 13F filer · SEC CIK 2134744
Cpwa, LLC
Reported value$92Mas of Sep 30, 2026
Positions94 7 new, 7 sold out
Top 10 weight47.4%SCHG alone is 11%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
10.6%
DGRWWisdomtree Tr
7.3%Added +3%
AAPLApple Inc.
5.5%
SCHDSchwab Strategic Tr
4.8%
IDMOInvesco Exch Traded Fd Tr II
4.7%Added +6%
MSFTMicrosoft Corp
3.7%Added +4%
COSTCostco Wholesale Corp
3.1%
AMZNAmazon.com Inc
3.0%
NVDANVIDIA Corp
2.4%
GOOGLAlphabet Inc.
2.3%
IYWiShares Tr
2.2%−6%
JEPQJ P Morgan Exchange Traded F
2.2%+7%
SCHGSchwab Strategic Tr
10.6%
DGRWWisdomtree Tr
7.3%Added +3%
AAPLApple Inc.
5.5%
SCHDSchwab Strategic Tr
4.8%
IDMOInvesco Exch Traded Fd Tr II
4.7%+6%
MSFTMicrosoft Corp
3.7%
COSTCostco Wholesale Corp
3.1%
AMZNAmazon.com Inc
3.0%
NVDA2.4%GOOGLIYW2.2%
JEPQ
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
SCHG Schwab Strategic Tr 10.6% Held
DGRW Wisdomtree Tr 7.3% Added +3%
AAPL Apple Inc. 5.5% HeldSCHD Schwab Strategic Tr 4.8% Held
IDMO Invesco Exch Traded Fd Tr II 4.7% Added +6%
MSFT Microsoft Corp 3.7% Added +4%COST Costco Wholesale Corp 3.1% HeldAMZN Amazon.com Inc 3.0% HeldNVDA NVIDIA Corp 2.4% HeldGOOGL Alphabet Inc. 2.3% HeldIYW iShares Tr 2.2% Trimmed −6%
JEPQ J P Morgan Exchange Traded F 2.2% Added +7%
What changed
Biggest moves since Jun 30, 2026
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