# EDGAR Filing Document

**Accession Number:** 0002134744
**File Stem:** 0001420506-26-000965
**Filing Date:** 2026-5
**Character Count:** 12392
**Document Hash:** d28fe5a26b8fe34d2597c10071af4117
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-000965.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001420506-26-000965

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CPWA, LLC
- **CENTRAL INDEX KEY:** 0002134744

**ORGANIZATION NAME:**
- **EIN:** 882461029
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26907
- **FILM NUMBER:** 26972730

**BUSINESS ADDRESS:**
- **STREET 1:** 1313 BELMONT AVE
- **CITY:** HOOD RIVER
- **STATE:** OR
- **ZIP:** 97031
- **BUSINESS PHONE:** 541-386-2792

**MAIL ADDRESS:**
- **STREET 1:** 1313 BELMONT AVE
- **CITY:** HOOD RIVER
- **STATE:** OR
- **ZIP:** 97031

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CPWA LLC<br>**Address:** 1313 BELMONT AVE<br>HOOD RIVER, OR 97031

**Form 13F File Number:** 028-26907

**CRD Number (if applicable):** 000322424

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JAMES WILLIAMS<br>**Title:** CCO<br>**Phone:** 541-386-2792

**Signature, Place, and Date of Signing:**

JAMES WILLIAMS CCO  Hood River, OR  05-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $83699114

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 278980 | 1946 | SH |  | SOLE |  | 0 | 0 | 1946 |
| ABBVIE INC | COM | 00287Y109 |  | 273159 | 1347 | SH |  | SOLE |  | 0 | 0 | 1347 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 546878 | 1192 | SH |  | SOLE |  | 0 | 0 | 1192 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2295630 | 5907 | SH |  | SOLE |  | 0 | 0 | 5907 |
| AMAZON COM INC | COM | 023135106 |  | 2888146 | 10737 | SH |  | SOLE |  | 0 | 0 | 10737 |
| APPLE INC | COM | 037833100 |  | 4356235 | 14884 | SH |  | SOLE |  | 0 | 0 | 14884 |
| APPLIED MATLS INC | COM | 038222105 |  | 1002139 | 2259 | SH |  | SOLE |  | 0 | 0 | 2259 |
| AT INC | COM | 00206R102 |  | 255205 | 10262 | SH |  | SOLE |  | 0 | 0 | 10262 |
| BANK AMERICA CORP | COM | 060505104 |  | 325021 | 6430 | SH |  | SOLE |  | 0 | 0 | 6430 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 515996 | 1076 | SH |  | SOLE |  | 0 | 0 | 1076 |
| BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 |  | 1184403 | 43532 | SH |  | SOLE |  | 0 | 0 | 43532 |
| BLACKROCK ETF TRUST | DISCIPLINED VOLA | 09290C715 |  | 775171 | 29746 | SH |  | SOLE |  | 0 | 0 | 29746 |
| BLACKROCK INC | COM | 09290D101 |  | 252524 | 234 | SH |  | SOLE |  | 0 | 0 | 234 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 201224 | 3615 | SH |  | SOLE |  | 0 | 0 | 3615 |
| BROADCOM INC | COM | 11135F101 |  | 503750 | 1176 | SH |  | SOLE |  | 0 | 0 | 1176 |
| CATERPILLAR INC | COM | 149123101 |  | 1256071 | 1355 | SH |  | SOLE |  | 0 | 0 | 1355 |
| CHEVRON CORPORATION | COM | 166764100 |  | 866303 | 4689 | SH |  | SOLE |  | 0 | 0 | 4689 |
| COCA COLA CO | COM | 191216100 |  | 354388 | 4505 | SH |  | SOLE |  | 0 | 0 | 4505 |
| CORTEVA INC | COM | 22052L104 |  | 210782 | 2545 | SH |  | SOLE |  | 0 | 0 | 2545 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2978373 | 2980 | SH |  | SOLE |  | 0 | 0 | 2980 |
| DISNEY WALT CO | COM | 254687106 |  | 324777 | 3101 | SH |  | SOLE |  | 0 | 0 | 3101 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 326572 | 2615 | SH |  | SOLE |  | 0 | 0 | 2615 |
| ELI LILLY  CO | COM | 532457108 |  | 578480 | 598 | SH |  | SOLE |  | 0 | 0 | 598 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 289590 | 1935 | SH |  | SOLE |  | 0 | 0 | 1935 |
| HOME DEPOT INC | COM | 437076102 |  | 715679 | 2298 | SH |  | SOLE |  | 0 | 0 | 2298 |
| HONEYWELL INTL INC | COM | 438516106 |  | 229700 | 1048 | SH |  | SOLE |  | 0 | 0 | 1048 |
| INTEL CORP | COM | 458140100 |  | 579448 | 4477 | SH |  | SOLE |  | 0 | 0 | 4477 |
| INVESCO EXCH TRADED FD TR II | S INTL MOMNT | 46138E222 |  | 4090083 | 67349 | SH |  | SOLE |  | 0 | 0 | 67349 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 368860 | 2177 | SH |  | SOLE |  | 0 | 0 | 2177 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 941753 | 10754 | SH |  | SOLE |  | 0 | 0 | 10754 |
| ISHARES INC | JP MRGN EM HI BD | 464286285 |  | 458622 | 11332 | SH |  | SOLE |  | 0 | 0 | 11332 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 558220 | 5750 | SH |  | SOLE |  | 0 | 0 | 5750 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 301961 | 4030 | SH |  | SOLE |  | 0 | 0 | 4030 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1609713 | 16273 | SH |  | SOLE |  | 0 | 0 | 16273 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 845250 | 9306 | SH |  | SOLE |  | 0 | 0 | 9306 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 366950 | 13556 | SH |  | SOLE |  | 0 | 0 | 13556 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 234812 | 2156 | SH |  | SOLE |  | 0 | 0 | 2156 |
| ISHARES TR | CORE S ETF | 464287200 |  | 288417 | 388 | SH |  | SOLE |  | 0 | 0 | 388 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 239888 | 1713 | SH |  | SOLE |  | 0 | 0 | 1713 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 2007976 | 8365 | SH |  | SOLE |  | 0 | 0 | 8365 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 |  | 595266 | 4918 | SH |  | SOLE |  | 0 | 0 | 4918 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1117265 | 20005 | SH |  | SOLE |  | 0 | 0 | 20005 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 1812455 | 30349 | SH |  | SOLE |  | 0 | 0 | 30349 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 365506 | 4534 | SH |  | SOLE |  | 0 | 0 | 4534 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 400483 | 5924 | SH |  | SOLE |  | 0 | 0 | 5924 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 |  | 262921 | 1977 | SH |  | SOLE |  | 0 | 0 | 1977 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 632859 | 2858 | SH |  | SOLE |  | 0 | 0 | 2858 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1281161 | 4271 | SH |  | SOLE |  | 0 | 0 | 4271 |
| LOWES COS INC | COM | 548661107 |  | 522136 | 2310 | SH |  | SOLE |  | 0 | 0 | 2310 |
| MCDONALDS CORP | COM | 580135101 |  | 538981 | 1963 | SH |  | SOLE |  | 0 | 0 | 1963 |
| MERCK  CO INC | COM | 58933Y105 |  | 449272 | 4037 | SH |  | SOLE |  | 0 | 0 | 4037 |
| META PLATFORMS INC | CL A | 30303M102 |  | 643112 | 1074 | SH |  | SOLE |  | 0 | 0 | 1074 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 382624 | 481 | SH |  | SOLE |  | 0 | 0 | 481 |
| MICROSOFT CORP | COM | 594918104 |  | 2480955 | 6012 | SH |  | SOLE |  | 0 | 0 | 6012 |
| NETFLIX INC. | COM | 64110L106 |  | 220376 | 2579 | SH |  | SOLE |  | 0 | 0 | 2579 |
| NIKE INC | CL B | 654106103 |  | 704760 | 16626 | SH |  | SOLE |  | 0 | 0 | 16626 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 484633 | 3337 | SH |  | SOLE |  | 0 | 0 | 3337 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2128769 | 9701 | SH |  | SOLE |  | 0 | 0 | 9701 |
| ORACLE CORP | COM | 68389X105 |  | 387444 | 1999 | SH |  | SOLE |  | 0 | 0 | 1999 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 867276 | 13712 | SH |  | SOLE |  | 0 | 0 | 13712 |
| PEPSICO INC | COM | 713448108 |  | 273785 | 1832 | SH |  | SOLE |  | 0 | 0 | 1832 |
| PFIZER INC | COM | 717081103 |  | 275686 | 10681 | SH |  | SOLE |  | 0 | 0 | 10681 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 262305 | 1440 | SH |  | SOLE |  | 0 | 0 | 1440 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 941150 | 6565 | SH |  | SOLE |  | 0 | 0 | 6565 |
| REALTY INCOME CORP | COM | 756109104 |  | 247096 | 3962 | SH |  | SOLE |  | 0 | 0 | 3962 |
| RTX CORPORATION | COM | 75513E101 |  | 203991 | 1142 | SH |  | SOLE |  | 0 | 0 | 1142 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 8922724 | 261433 | SH |  | SOLE |  | 0 | 0 | 261433 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 4080744 | 128527 | SH |  | SOLE |  | 0 | 0 | 128527 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 217713 | 3808 | SH |  | SOLE |  | 0 | 0 | 3808 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 282418 | 5518 | SH |  | SOLE |  | 0 | 0 | 5518 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 323386 | 1818 | SH |  | SOLE |  | 0 | 0 | 1818 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 505166 | 3532 | SH |  | SOLE |  | 0 | 0 | 3532 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 852064 | 3163 | SH |  | SOLE |  | 0 | 0 | 3163 |
| STARBUCKS CORP | COM | 855244109 |  | 287424 | 2718 | SH |  | SOLE |  | 0 | 0 | 2718 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 539252 | 1333 | SH |  | SOLE |  | 0 | 0 | 1333 |
| TESLA INC | COM | 88160R101 |  | 335085 | 753 | SH |  | SOLE |  | 0 | 0 | 753 |
| TJX COS INC NEW | COM | 872540109 |  | 210071 | 1411 | SH |  | SOLE |  | 0 | 0 | 1411 |
| UNION PAC CORP | COM | 907818108 |  | 226837 | 861 | SH |  | SOLE |  | 0 | 0 | 861 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 997847 | 1731 | SH |  | SOLE |  | 0 | 0 | 1731 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 293144 | 1408 | SH |  | SOLE |  | 0 | 0 | 1408 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1030419 | 4439 | SH |  | SOLE |  | 0 | 0 | 4439 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 476938 | 4933 | SH |  | SOLE |  | 0 | 0 | 4933 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 387874 | 571 | SH |  | SOLE |  | 0 | 0 | 571 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 462161 | 5324 | SH |  | SOLE |  | 0 | 0 | 5324 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 221171 | 3662 | SH |  | SOLE |  | 0 | 0 | 3662 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 370001 | 5225 | SH |  | SOLE |  | 0 | 0 | 5225 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 237297 | 1523 | SH |  | SOLE |  | 0 | 0 | 1523 |
| VISA INC | COM CL A | 92826C839 |  | 729371 | 2252 | SH |  | SOLE |  | 0 | 0 | 2252 |
| WALMART INC | COM | 931142103 |  | 384095 | 3010 | SH |  | SOLE |  | 0 | 0 | 3010 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 6166516 | 64897 | SH |  | SOLE |  | 0 | 0 | 64897 |

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