COWA, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists a total of 187 holdings across various sectors, with the top position being Abbott Laboratories, which the firm holds 4,632 shares.
The filing details a diverse portfolio that includes major technology companies such as Apple, Microsoft, and Alphabet, as well as significant investments in energy and financial sectors. Notable holdings include Apple Inc. with 40,545 shares, Microsoft Corporation with 5,055 shares, and Alphabet Class A shares with 1,396 shares. In the energy sector, the firm holds positions in ExxonMobil Holdings Corp. (8,392 shares) and Chevron Corporation (6,318 shares).
The portfolio also features a substantial allocation to exchange-traded funds (ETFs), with holdings in the iShares Bitcoin Trust, iShares Gold Trust, and various bond ETFs tracking U.S. Treasury securities. Additionally, the filing lists stakes in consumer staples companies like Procter & Gamble and Coca-Cola, as well as healthcare firms such as Eli Lilly & Co. and Merck & Co.
The report was signed by James E. Diacon, the Chief Compliance Officer/Investment Adviser Representative, and was filed on October 30, 2026.
