CPWA, LLC
All 13F Filings
- Location
- Hood River, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 91,981
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 94 | 91,981 | 13F-HR | CPWA, LLC |
| Q2 2026 | 7/30/2026 | 94 | 86,096 | 13F-HR | CPWA, LLC |
| Q1 2026 | 5/13/2026 | 90 | 83,699 | 13F-HR | CPWA, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.01 K | 55.5% | 4.479 K | 0 | 4.479 K |
| ETFs | 40.97 K | 44.5% | 1.402 K | 0 | 1.402 K |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
91,981
Holdings
94
QoQ value change ($000)
5,885
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.