COTTONWOOD CAPITAL ADVISORS, LLC

Holdings as of 2026-06-30, filed 2026-07-23

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 23 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
88
Value reported by manager
$165.9M
Sum of our stored positions
$165.9M
should match the line above
Disclosure lag
23 d
quarter end to filing
Top 5 concentration
35.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

88 largest shown
IssuerClassValueSharesTypeCUSIP
ISHARES TRU.S. TECH ETF$16.3M64,798464287721
ISHARES TRISHARES SEMICDTR$14M21,813464287523
TRUST FOR PROFESSIONAL MANAGCONVERGENCE LNG$12.3M361,23589834G760
FLEXSHARES TRDISCP DUR MBS$8M385,78433939L779
ISHARES TRUS AER DEF ETF$7.7M31,762464288760
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV$7.1M87,24833738R506
ISHARES TRHIGH YLD SYSTM B$6.5M138,98546435G250
ISHARES TRUS HOME CONS ETF$5.8M55,786464288752
FIRST TR EXCHANGE-TRADED ALPCOM SHS$5.6M57,55933735J101
ISHARES TRUS CONSUM DISCRE$4.9M48,382464287580
FIRST TR EXCHANGE TRADED FDNASD TECH DIV$4.4M38,66933738R118
ISHARES TREXPANDED TECH$4.3M47,225464287515
ISHARES TRUS BR DEL SE ETF$4.1M23,514464288794
FIRST TR EXCHANGE-TRADED FDSHS$3.6M75,43933734H106
INVESCO EXCH TRADED FD TR IIVAR RATE PFD$3M124,75346138G870
FIRST TR EXCHANGE TRADED FDDORSEY WRT 5 ETF$2.7M35,21333738R605
FLEXSHARES TRCR SCD US BD$2.6M52,71833939L761
ISHARES TRUS OIL GS EX ETF$2.3M20,565464288851
CAPITAL GRP FIXED INCM ETF TSHOR DUR MUN ETF$2M77,17714020Y607
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT$1.8M37,12033739Q200
APPLE INCCOM$1.8M6,314037833100
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF$1.8M19,16333733E104
FIRST TR EXCH TRD ALPHDX FDSWITZLND ALPHA$1.8M21,60733737J232
FIRST TR EXCHANGE-TRADED FDCONSUMR DISCRE$1.5M21,98733734X101
DEERE & COCOM$1.4M2,235244199105
FIRST TR EXCHANGE-TRADED FDNO AMER ENERGY$1.4M31,38533738D101
ISHARES TRUS OIL EQ&SV ETF$1.4M50,390464288844
FIRST TR EXCH TRD ALPHDX FDGERMANY ALPHA$1.3M20,44133737J190
FIRST TR EXCHANGE-TRADED FDDJ GLBL DIVID$1.3M39,88933734X200
ISHARES TRU.S. FINLS ETF$1.3M9,864464287788
ISHARES TRU.S. FIN SVC ETF$1.2M12,822464287770
SPDR SERIES TRUSTST STR CONV ETF$1.2M10,75378464A359
ISHARES TRU.S. ENERGY ETF$1.1M19,929464287796
FIRST TR EXCHANGE-TRADED FDFIRST TR TA HIYL$1M25,53133738D408
FIRST TR EXCHANGE TRADED FDMULTI ASSET DI$1M62,49333738R100
UNION PAC CORPCOM$852K3,132907818108
MCDONALDS CORPCOM$851.9K3,152580135101
FIRST TR EXCH TRADED FD IIIEME MRK BD ETF$829.3K28,38333739P202
EMERSON ELEC COCOM$828.1K5,785291011104
FIRST TR EXCH TRD ALPHDX FDINDIA NFTY50 EQW$803.4K14,93433737J802
MERCK & CO INCCOM$765K5,95458933Y105
PROCTER & GAMBLE COCOM$749.1K5,108742718109
AMAZON COM INCCOM$744.3K3,123023135106
FIRST TR EXCH TRD ALPHDX FDASIA EX JAPAN$713.3K13,32733737J109
FIRST TR EXCH TRD ALPHDX FDLATIN AMER ALP$677.4K27,39633737J125
FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF$672.2K13,08733739N108
ISHARES TRU.S. BAS MTL ETF$645.7K3,597464287838
FIRST TR EXCH TRD ALPHDX FDJAPAN ALPHADEX$626.2K8,20533737J158
CHEVRON CORPORATIONCOM$624.5K3,767166764100
FIRST TR EXCHANGE-TRADED FDCOMMON SHS$619.3K33,38533735T109
FIRST TR EXCHANGE-TRADED FDUTILITIES ALPH$597.3K12,10633734X184
PEPSICO INCCOM$597.2K4,411713448108
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF$596.7K6,64133734X846
FIRST TR EXCHANGE-TRADED FDCOM$587K18,52033734G108
FIRST TR EXCHNG TRADED FD VISMITH OPPORT FXD$560.7K12,85633740F805
ZIONS BANCORPORATION NATL ASCOM$552.8K7,989989701107
WILLIAMS COS INCCOM$513.1K6,903969457100
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW$501K8,38833739Q408
FIRST TR EXCHANGE-TRADED FDSSI STRG ETF$500.3K9,30433739Q507
FIRST TR EXCHANGE-TRADED FDUS EQTY OPPT ETF$493K2,391336920103
FIRST TR EXCHANGE-TRADED ALPSHS ISSUED FRST$492.5K4,85233733C108
JPMORGAN CHASE & COCOM$490.6K1,49946625H100
ISHARES TRU.S. UTILITS ETF$470.3K4,104464287697
FIRST TR EXCHANGE TRADED FDSMID RISNG ETF$468K10,84833741X102
NVIDIA CORPORATIONCOM$464.8K2,32367066G104
ALPHABET INCCAP STK CL A$461.7K1,29202079K305
INTERNATIONAL BUSINESS MACHSCOM$458.4K1,630459200101
FIRST TR EXCHANGE-TRADED FDENERGY ALPHADX$429.9K21,24933734X127
WALMART INCCOM$423K3,735931142103
ISHARES TRUS CONSM STAPLES$416.9K5,737464287812
ISHARES TRLATN AMER 40 ETF$408.1K12,092464287390
MICROSOFT CORPCOM$401K1,075594918104
ILLINOIS TOOL WKS INCCOM$380.3K1,406452308109
ISHARES INCMSCI BIC ETF$380K9,812464286657
KRANESHARES TRUSTBOSE MSC CHI ETF$370K10,754500767405
ALPHABET INCCAP STK CL C$329.7K93302079K107
WELLS FARGO & COCOM$317.1K3,837949746101
ISHARES TRS&P 500 VAL ETF$293.6K1,293464287408
ALTRIA GROUP INCCOM$274.5K3,81502209S103
BANK OF AMER CORPCOM$270.7K4,751060505104
BROADCOM INCCOM$259.1K68611135F101
PHILIP MORRIS INTL INCCOM$259K1,432718172109
COSTCO WHOLESALE CORPORATIONCOM$251.6K26922160K105
ISHARES TRTIPS BD ETF$245.7K2,245464287176
FIRST TR EXCH TRD ALPHDX FDEURO ALPHADEX$236.7K3,56833737J505
CISCO SYS INCCOM$234.5K1,99717275R102
EXXON MOBIL CORPCOM$232.6K1,70130231G102
MORGAN STANLEYCOM NEW$226.5K1,084617446448
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-23

COTTONWOOD CAPITAL ADVISORS, LLC — 88 positions reported for 2026Q2 — Tapewire