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Portfolio (Quarterly) Guide ↗

COTTONWOOD CAPITAL ADVISORS, LLC

· CIK 0001903321
13F Portfolio $140M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New
Page 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CLSE TRUST FOR PROFESSIONAL MANAG 339,478.0 $9.3M 6.61% NEW $27.33 +20.7%
2 IYW ISHARES TR 45,714.0 $9.1M 6.51% NEW $199.68 +20.2%
3 SOXX ISHARES TR 26,375.0 $7.9M 5.66% NEW $301.15 +74.4%
4 MBSD FLEXSHARES TR 360,192.0 $7.5M 5.33% NEW $20.77 -1.2%
5 RDVY FIRST TR EXCHANGE TRADED FD 90,359.0 $6.3M 4.47% NEW $69.47 +7.7%
6 HYDB ISHARES TR 124,549.0 $5.9M 4.20% NEW $47.35 -1.2%
7 ITB ISHARES TR 56,702.0 $5.5M 3.89% NEW $96.30 -5.7%
8 FTA FIRST TR EXCHANGE-TRADED ALP 60,088.0 $5.2M 3.69% NEW $86.15 +9.3%
9 IGV ISHARES TR 48,090.0 $5.1M 3.62% NEW $105.69 -12.5%
10 ITA ISHARES TR 23,389.0 $5.0M 3.58% NEW $214.69 +3.9%
11 TDIV FIRST TR EXCHANGE TRADED FD 39,989.0 $3.9M 2.76% NEW $96.84 +16.8%
12 IAI ISHARES TR 20,098.0 $3.6M 2.57% NEW $179.37 +0.2%
13 FVD FIRST TR EXCHANGE-TRADED FD 77,279.0 $3.6M 2.54% NEW $46.08 +3.5%
14 IAK ISHARES TR 26,117.0 $3.6M 2.54% NEW $136.15 -1.4%
15 VRP INVESCO EXCH TRADED FD TR II 129,285.0 $3.1M 2.24% NEW $24.33 -0.4%
16 IYC ISHARES TR 26,899.0 $2.8M 1.98% NEW $103.13 -1.1%
17 FV FIRST TR EXCHANGE TRADED FD 36,615.0 $2.3M 1.64% NEW $62.92 +12.2%
18 SKOR FLEXSHARES TR 42,246.0 $2.1M 1.48% NEW $49.13 -1.6%
19 LMBS FIRST TR EXCHANGE-TRADED FD 38,142.0 $1.9M 1.36% NEW $49.99 -0.7%
20 CGSM CAPITAL GRP FIXED INCM ETF T 70,790.0 $1.9M 1.33% NEW $26.34 -0.3%
Page 1 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.9%
Industrials 18.5%
Consumer Defensive 15.8%
Financial Services 14.0%
Consumer Cyclical 12.1%
Energy 7.7%
Healthcare 5.5%
Communication Services 4.5%