CPWA, LLC
CIK 2134744 · Holdings on Mar 31, 2026 · First reported May 13, 2026
Top ten holdings
Q1 2026- SCHG10.66%
- DGRW7.37%
- AAPL5.20%
- IDMO4.89%
- SCHD4.88%
- COST3.56%
- AMZN3.45%
- MSFT2.96%
- GOOGL2.74%
- NVDA2.54%
Share classes counted separately48.25%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $8.92M | 10.66% | 261.43K shares | Prior unavailable — | — | ↗▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $6.17M | 7.37% | 64.90K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $4.36M | 5.20% | 14.88K shares | Prior unavailable — | — | ↗▾ |
| 04 | IDMOINVESCO S&P INTERNATIONAL DES&P INTL MOMNT View history and evidence | $4.09M | 4.89% | 67.35K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $4.08M | 4.88% | 128.53K shares | Prior unavailable — | — | ↗▾ |
| 06 | COSTCOSTCO WHOLESALE CORP View history and evidence | $2.98M | 3.56% | 2.98K shares | Prior unavailable — | — | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $2.89M | 3.45% | 10.74K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $2.48M | 2.96% | 6.01K shares | Prior unavailable — | — | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $2.30M | 2.74% | 5.91K shares | Prior unavailable — | — | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $2.13M | 2.54% | 9.70K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2134744 · Period Mar 31, 2026
Data loaded Nov 10, 2026 · First reported May 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 83699114
}Research all 90 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.