Investor
CPWA, LLC
CIK 0002134744 · filed 2026-05-13 · SEC filing
13F book
$83.7M
Positions
90
Largest name
10.7%
Schwab Strategic Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 261.4K | $8.92M | 10.7% | — | Held |
| Wisdomtree Tr | — | 64.9K | $6.17M | 7.4% | — | Held |
| Apple Inc. | AAPL | 14.9K | $4.36M | 5.2% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 67.3K | $4.09M | 4.9% | — | Held |
| Schwab Strategic Tr | — | 128.5K | $4.08M | 4.9% | — | Held |
| Costco Whsl Corp New | — | 2.98K | $2.98M | 3.6% | — | Held |
| Amazon Com Inc | AMZN | 10.7K | $2.89M | 3.5% | — | Held |
| Microsoft Corp | MSFT | 6.01K | $2.48M | 3.0% | — | Held |
| Alphabet Inc | — | 5.91K | $2.3M | 2.7% | — | Held |
| Nvidia Corp | NVDA | 9.7K | $2.13M | 2.5% | — | Held |
| Ishares Tr | — | 8.37K | $2.01M | 2.4% | — | Held |
| J P Morgan Exchange Traded F | — | 30.3K | $1.81M | 2.2% | — | Held |
| Ishares Tr | — | 16.3K | $1.61M | 1.9% | — | Held |
| Jpmorgan Chase & Co. | — | 4.27K | $1.28M | 1.5% | — | Held |
| Caterpillar Inc | CAT | 1.35K | $1.26M | 1.5% | — | Held |
| Blackrock Etf Trust | — | 43.5K | $1.18M | 1.4% | — | Held |
| J P Morgan Exchange Traded F | — | 20K | $1.12M | 1.3% | — | Held |
| Vanguard Index Fds | — | 4.44K | $1.03M | 1.2% | — | Held |
| Applied Matls Inc | — | 2.26K | $1M | 1.2% | — | Held |
| Vaneck Etf Trust | — | 1.73K | $997.8K | 1.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 10.8K | $941.8K | 1.1% | — | Held |
| Procter And Gamble Co | PG | 6.57K | $941.1K | 1.1% | — | Held |
| Pacer Fds Tr | — | 13.7K | $867.3K | 1.0% | — | Held |
| Chevron Corp New | CVX | 4.69K | $866.3K | 1.0% | — | Held |
| Spdr Series Trust | — | 3.16K | $852.1K | 1.0% | — | Held |
| Ishares Tr | — | 9.31K | $845.3K | 1.0% | — | Held |
| Blackrock Etf Trust | — | 29.7K | $775.2K | 0.9% | — | Held |
| Visa Inc. | V | 2.25K | $729.4K | 0.9% | — | Held |
| Home Depot, Inc. | HD | 2.3K | $715.7K | 0.9% | — | Held |
| NIKE, Inc. | NKE | 16.6K | $704.8K | 0.8% | — | Held |
| Meta Platforms, Inc. | META | 1.07K | $643.1K | 0.8% | — | Held |
| Johnson & Johnson | JNJ | 2.86K | $632.9K | 0.8% | — | Held |
| J P Morgan Exchange Traded F | — | 4.92K | $595.3K | 0.7% | — | Held |
| Intel Corp | INTC | 4.48K | $579.4K | 0.7% | — | Held |
| Eli Lilly & Co | LLY | 598 | $578.5K | 0.7% | — | Held |
| Ishares Tr | — | 5.75K | $558.2K | 0.7% | — | Held |
| Advanced Micro Devices Inc | AMD | 1.19K | $546.9K | 0.7% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.33K | $539.3K | 0.6% | — | Held |
| Mcdonalds Corp | MCD | 1.96K | $539K | 0.6% | — | Held |
| Lowes Cos Inc | — | 2.31K | $522.1K | 0.6% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.08K | $516K | 0.6% | — | Held |
| Select Sector Spdr Tr | — | 3.53K | $505.2K | 0.6% | — | Held |
| Broadcom Inc. | AVGO | 1.18K | $503.8K | 0.6% | — | Held |
| Novartis Ag | — | 3.34K | $484.6K | 0.6% | — | Held |
| Vanguard Index Fds | — | 4.93K | $476.9K | 0.6% | — | Held |
| Vanguard Growth Etf | — | 5.32K | $462.2K | 0.6% | — | Held |
| Ishares Inc | — | 11.3K | $458.6K | 0.5% | — | Held |
| Merck & Co., Inc. | MRK | 4.04K | $449.3K | 0.5% | — | Held |
| J P Morgan Exchange Traded F | — | 5.92K | $400.5K | 0.5% | — | Held |
| Vanguard Index Fds | — | 571 | $387.9K | 0.5% | — | Held |
| Oracle Corp | — | 2K | $387.4K | 0.5% | — | Held |
| Walmart Inc. | WMT | 3.01K | $384.1K | 0.5% | — | Held |
| Micron Technology Inc | MU | 481 | $382.6K | 0.5% | — | Held |
| Vanguard Tax-Managed Fds | — | 5.22K | $370K | 0.4% | — | Held |
| Invesco Exchange Traded Fd T | — | 2.18K | $368.9K | 0.4% | — | Held |
| Ishares Tr | — | 13.6K | $366.9K | 0.4% | — | Held |
| J P Morgan Exchange Traded F | — | 4.53K | $365.5K | 0.4% | — | Held |
| Coca Cola Co | KO | 4.5K | $354.4K | 0.4% | — | Held |
| Tesla, Inc. | TSLA | 753 | $335.1K | 0.4% | — | Held |
| Duke Energy Corp New | — | 2.62K | $326.6K | 0.4% | — | Held |
| Bank America Corp | — | 6.43K | $325K | 0.4% | — | Held |
| Disney Walt Co | — | 3.1K | $324.8K | 0.4% | — | Held |
| Select Sector Spdr Tr | — | 1.82K | $323.4K | 0.4% | — | Held |
| Ishares Tr | — | 4.03K | $302K | 0.4% | — | Held |
| Vanguard Index Fds | — | 1.41K | $293.1K | 0.4% | — | Held |
| Exxon Mobil Corp | — | 1.94K | $289.6K | 0.3% | — | Held |
| Ishares Tr | — | 388 | $288.4K | 0.3% | — | Held |
| Starbucks Corp | SBUX | 2.72K | $287.4K | 0.3% | — | Held |
| Select Sector Spdr Tr | — | 5.52K | $282.4K | 0.3% | — | Held |
| 3M CO | MMM | 1.95K | $279K | 0.3% | — | Held |
| Pfizer Inc | PFE | 10.7K | $275.7K | 0.3% | — | Held |
| Pepsico Inc | PEP | 1.83K | $273.8K | 0.3% | — | Held |
| AbbVie Inc. | ABBV | 1.35K | $273.2K | 0.3% | — | Held |
| J P Morgan Exchange Traded F | — | 1.98K | $262.9K | 0.3% | — | Held |
| Philip Morris Intl Inc | — | 1.44K | $262.3K | 0.3% | — | Held |
| At&T Inc | — | 10.3K | $255.2K | 0.3% | — | Held |
| BlackRock, Inc. | BLK | 234 | $252.5K | 0.3% | — | Held |
| Realty Income Corp | O | 3.96K | $247.1K | 0.3% | — | Held |
| Ishares Tr | — | 1.71K | $239.9K | 0.3% | — | Held |
| Vanguard Whitehall Fds | — | 1.52K | $237.3K | 0.3% | — | Held |
| Ishares Tr | — | 2.16K | $234.8K | 0.3% | — | Held |
| Honeywell Intl Inc | — | 1.05K | $229.7K | 0.3% | — | Held |
| Union Pac Corp | — | 861 | $226.8K | 0.3% | — | Held |
| Vanguard Intl Equity Index F | — | 3.66K | $221.2K | 0.3% | — | Held |
| Netflix Inc | NFLX | 2.58K | $220.4K | 0.3% | — | Held |
| Select Sector Spdr Tr | — | 3.81K | $217.7K | 0.3% | — | Held |
| Corteva, Inc. | CTVA | 2.54K | $210.8K | 0.3% | — | Held |
| Tjx Cos Inc New | — | 1.41K | $210.1K | 0.3% | — | Held |
| RTX Corp | RTX | 1.14K | $204K | 0.2% | — | Held |
| Bristol-Myers Squibb Co | — | 3.62K | $201.2K | 0.2% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.