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Portfolio (Quarterly) Guide ↗

ARWA LLC

· CIK 0002113621
13F Portfolio $202M AUM 149 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 44 Added 64 Reduced 10 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CIBR FIRST TR EXCHANGE-TRADED FD 5,597.0 $353K 0.17% +3K +87.4% $63.08 +30.1%
42 USHY ISHARES TR 9,348.0 $347K 0.17% +2K +33.4% $37.12 -0.1%
43 VEA VANGUARD TAX-MANAGED FDS 4,859.0 $328K 0.16% +1K +28.5% $67.55 +5.7%
44 UPS UNITED PARCEL SVCS INC Industrials 2,184.0 $222K 0.11% +29.0 +1.4% $101.65 +2.8%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.2%
Technology 17.5%
Industrials 11.5%
Healthcare 10.2%
Consumer Cyclical 10.1%
Communication Services 6.1%
Consumer Defensive 5.1%
Energy 4.7%
Utilities 4.4%
Real Estate 2.7%