CPWA, LLC
All 13F Filings
- Location
- Hood River, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 86,096
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 94 | 86,096 | 13F-HR | CPWA, LLC |
| Q1 2026 | 5/13/2026 | 90 | 83,699 | 13F-HR | CPWA, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.53 K | 54.0% | 1.32 K | 0 | 1.32 K |
| ETFs | 39.57 K | 46.0% | 1.081 K | 0 | 1.081 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
86,096
Holdings
94
QoQ value change ($000)
2,397
(2.9%)
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.