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Holders — by stockHoldings — by fund

COTTONWOOD CAPITAL ADVISORS, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001903321

$165.9M

disclosed book value

88

positions

9.9%

largest position share

Positions, as of 2026-06-30

top 88 of 88 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IYWISHARES TR64,798$16.3M9.9%
2SOXXISHARES TR21,813$14.0M8.4%
3CLSETRUST FOR PROFESSIONAL MANAG361,235$12.3M7.4%
4MBSDFLEXSHARES TR385,784$8.0M4.8%
5ITAISHARES TR31,762$7.7M4.6%
6RDVYFIRST TR EXCHANGE TRADED FD87,248$7.1M4.3%
7HYDBISHARES TR138,985$6.5M3.9%
8ITBISHARES TR55,786$5.8M3.5%
9FTAFIRST TR EXCHANGE-TRADED ALP57,559$5.6M3.4%
10IYCISHARES TR48,382$4.9M2.9%
11TDIVFIRST TR EXCHANGE TRADED FD38,669$4.4M2.7%
12IGVISHARES TR47,225$4.3M2.6%
13IAIISHARES TR23,514$4.1M2.5%
14FVDFIRST TR EXCHANGE-TRADED FD75,439$3.6M2.2%
15VRPINVESCO EXCH TRADED FD TR II124,753$3.0M1.8%
16FVFIRST TR EXCHANGE TRADED FD35,213$2.7M1.6%
17SKORFLEXSHARES TR52,718$2.6M1.5%
18IEOISHARES TR20,565$2.3M1.4%
19CGSMCAPITAL GRP FIXED INCM ETF T77,177$2.0M1.2%
20LMBSFIRST TR EXCHANGE-TRADED FD37,120$1.8M1.1%
21AAPLAPPLE INC6,314$1.8M1.1%
22FTCSFIRST TR EXCHANGE-TRADED FD19,163$1.8M1.1%
23FSZFIRST TR EXCH TRD ALPHDX FD21,607$1.8M1.1%
24FXDFIRST TR EXCHANGE-TRADED FD21,987$1.5M0.9%
25DEDEERE & CO2,235$1.4M0.9%
26EMLPFIRST TR EXCHANGE-TRADED FD31,385$1.4M0.8%
27IEZISHARES TR50,390$1.4M0.8%
28FGMFIRST TR EXCH TRD ALPHDX FD20,441$1.3M0.8%
29FGDFIRST TR EXCHANGE-TRADED FD39,889$1.3M0.8%
30IYFISHARES TR9,864$1.3M0.8%
31IYGISHARES TR12,822$1.2M0.7%
32CWBSPDR SERIES TRUST10,753$1.2M0.7%
33IYEISHARES TR19,929$1.1M0.7%
34HYLSFIRST TR EXCHANGE-TRADED FD25,531$1.0M0.6%
35MDIVFIRST TR EXCHANGE TRADED FD62,493$1.0M0.6%
36UNPUNION PAC CORP3,132$852,0240.5%
37MCDMCDONALDS CORP3,152$851,8820.5%
38FEMBFIRST TR EXCH TRADED FD III28,383$829,3370.5%
39EMREMERSON ELEC CO5,785$828,0510.5%
40NFTYFIRST TR EXCH TRD ALPHDX FD14,934$803,3830.5%
41MRKMERCK & CO INC5,954$765,0250.5%
42PGPROCTER & GAMBLE CO5,108$749,0920.5%
43AMZNAMAZON COM INC3,123$744,3360.4%
44FPAFIRST TR EXCH TRD ALPHDX FD13,327$713,2610.4%
45FLNFIRST TR EXCH TRD ALPHDX FD27,396$677,3760.4%
46FMBFIRST TR EXCH TRADED FD III13,087$672,2450.4%
47IYMISHARES TR3,597$645,6950.4%
48FJPFIRST TR EXCH TRD ALPHDX FD8,205$626,2460.4%
49CVXCHEVRON CORPORATION3,767$624,4920.4%
50FDDFIRST TR EXCHANGE-TRADED FD33,385$619,2850.4%
51FXUFIRST TR EXCHANGE-TRADED FD12,106$597,3300.4%
52PEPPEPSICO INC4,411$597,1820.4%
53CIBRFIRST TR EXCHANGE-TRADED FD6,641$596,6810.4%
54FRIFIRST TR EXCHANGE-TRADED FD18,520$587,0290.4%
55FIXDFIRST TR EXCHNG TRADED FD VI12,856$560,6660.3%
56ZIONZIONS BANCORPORATION NATL AS7,989$552,7500.3%
57WMBWILLIAMS COS INC6,903$513,1320.3%
58FTSMFIRST TR EXCHANGE-TRADED FD8,388$501,0190.3%
59FCVTFIRST TR EXCHANGE-TRADED FD9,304$500,3230.3%
60FPXFIRST TR EXCHANGE-TRADED FD2,391$492,9760.3%
61FABFIRST TR EXCHANGE-TRADED ALP4,852$492,4690.3%
62JPMJPMORGAN CHASE & CO1,499$490,5850.3%
63IDUISHARES TR4,104$470,3340.3%
64SDVYFIRST TR EXCHANGE TRADED FD10,848$468,0010.3%
65NVDANVIDIA CORPORATION2,323$464,8090.3%
66GOOGLALPHABET INC1,292$461,7220.3%
67IBMINTERNATIONAL BUSINESS MACHS1,630$458,3720.3%
68FXNFIRST TR EXCHANGE-TRADED FD21,249$429,8670.3%
69WMTWALMART INC3,735$423,0300.3%
70IYKISHARES TR5,737$416,8500.3%
71ILFISHARES TR12,092$408,1130.2%
72MSFTMICROSOFT CORP1,075$401,0380.2%
73ITWILLINOIS TOOL WKS INC1,406$380,2810.2%
74BKFISHARES INC9,812$380,0490.2%
75KBAKRANESHARES TRUST10,754$370,0400.2%
76GOOGALPHABET INC933$329,7160.2%
77WFCWELLS FARGO & CO3,837$317,0950.2%
78IVEISHARES TR1,293$293,5890.2%
79MOALTRIA GROUP INC3,815$274,5110.2%
80BACBANK OF AMER CORP4,751$270,7180.2%
81AVGOBROADCOM INC686$259,1370.2%
82PMPHILIP MORRIS INTL INC1,432$258,9930.2%
83COSTCOSTCO WHOLESALE CORPORATION269$251,6410.2%
84TIPISHARES TR2,245$245,6700.1%
85FEUZFIRST TR EXCH TRD ALPHDX FD3,568$236,7220.1%
86CSCOCISCO SYS INC1,997$234,5270.1%
87EXMOCEXXON MOBIL CORP1,701$232,5950.1%
88MSMORGAN STANLEY1,084$226,5080.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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