COTTONWOOD CAPITAL ADVISORS, LLC — 13F holdings
COTTONWOOD CAPITAL ADVISORS, LLC reported 90 holdings worth $166M in its 13F filing for Q3 2026, filed October 20, 2026.
Largest positions
- IYW ISHARES TR — $17.2M (10.4%)
- CLSE TRUST FOR PROFESSIONAL MANAG — $13.3M (8.0%)
- SOXX ISHARES TR — $12.5M (7.5%)
- MBSD FLEXSHARES DISCIPLINED — $8.01M (4.8%)
- RDVY FIRST TR EXCHANGE TRADED FD — $6.78M (4.1%)
- ITA ISHARES TR — $6.73M (4.1%)
- HYDB ISHARES TR — $6.61M (4.0%)
- FTA FIRST TR EXCHANGE-TRADED ALP — $5.48M (3.3%)
- IGV ISHARES TR — $4.96M (3.0%)
- ITB ISHARES TR — $4.82M (2.9%)