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Portfolio (Quarterly) Guide ↗

COTTONWOOD CAPITAL ADVISORS, LLC

· CIK 0001903321
13F Portfolio $142M AUM 86 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 13 Added 28 Reduced 5 Exited
Page 1 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IYW ISHARES TR 63,874.0 $11.6M 8.17% +18K +39.7% $181.42 +32.3%
2 CLSE TRUST FOR PROFESSIONAL MANAG 346,769.0 $9.8M 6.88% +7K +2.1% $28.14 +17.2%
3 SOXX ISHARES TR 26,881.0 $8.8M 6.23% +506.0 +1.9% $328.65 +59.8%
4 MBSD FLEXSHARES TR 378,279.0 $7.8M 5.52% +18K +5.0% $20.71 -0.8%
5 HYDB ISHARES TR 134,104.0 $6.2M 4.40% +10K +7.7% $46.52 +0.5%
6 RDVY FIRST TR EXCHANGE TRADED FD 87,629.0 $6.0M 4.22% -3K -3.0% $68.28 +9.5%
7 ITA ISHARES TR 24,715.0 $5.4M 3.81% +1K +5.7% $218.75 +2.0%
8 FTA FIRST TR EXCHANGE-TRADED ALP 57,809.0 $5.3M 3.77% -2K -3.8% $92.35 +1.9%
9 ITB ISHARES TR 56,080.0 $5.1M 3.58% -622.0 -1.1% $90.55 +0.3%
10 IGV ISHARES TR 47,616.0 $3.8M 2.69% -474.0 -1.0% $80.05 +15.5%
11 TDIV FIRST TR EXCHANGE TRADED FD 38,879.0 $3.6M 2.57% -1K -2.8% $93.66 +20.8%
12 IAI ISHARES TR 21,939.0 $3.6M 2.54% +2K +9.2% $164.18 +9.5%
13 FVD FIRST TR EXCHANGE-TRADED FD 75,488.0 $3.6M 2.50% -2K -2.3% $47.03 +1.4%
14 VRP INVESCO EXCH TRADED FD TR II 124,948.0 $3.0M 2.11% -4K -3.4% $23.98 +1.0%
15 IYC ISHARES TR 30,641.0 $3.0M 2.09% +4K +13.9% $96.92 +5.3%
16 IEO ISHARES TR 20,592.0 $2.6M 1.81% -198.0 -0.9% $124.90 -5.4%
17 SKOR FLEXSHARES TR 48,383.0 $2.4M 1.66% +6K +14.5% $48.62 -0.6%
18 FV FIRST TR EXCHANGE TRADED FD 35,736.0 $2.2M 1.52% -879.0 -2.4% $60.44 +16.8%
19 CGSM CAPITAL GRP FIXED INCM ETF T 74,941.0 $2.0M 1.39% +4K +5.9% $26.28 -0.1%
20 LMBS FIRST TR EXCHANGE-TRADED FD 37,145.0 $1.9M 1.30% -997.0 -2.6% $49.81 -0.4%
Page 1 of 5  ·  86 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
Industrials 20.6%
Technology 19.8%
Consumer Defensive 17.3%
Energy 11.9%
Consumer Cyclical 10.7%
Financial Services 10.7%
Healthcare 4.7%
Communication Services 4.2%