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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLACKROCK ETF TRUST II 6,719.0 $326K 0.16% NEW $48.58
22 SPMO INVESCO EXCH TRADED FD TR II 2,625.0 $322K 0.16% NEW $122.78 +21.2%
23 BLOK AMPLIFY ETF TR 5,988.0 $322K 0.16% NEW $53.77 +21.7%
24 MGC VANGUARD WORLD FD 1,254.0 $310K 0.15% NEW $247.40 +11.5%
25 ARKQ ARK ETF TR 2,512.0 $297K 0.15% NEW $118.18 +18.0%
26 VTEB VANGUARD MUN BD FDS 5,838.0 $293K 0.14% NEW $50.26 -0.2%
27 NFLT ETFIS SER TR I 12,593.0 $290K 0.14% NEW $23.02 -0.5%
28 HYD VANECK ETF TRUST 5,560.0 $284K 0.14% NEW $51.06 +0.2%
29 NLR VANECK ETF TRUST 1,995.0 $272K 0.14% NEW $136.57 -2.7%
30 GRID FIRST TR EXCHANGE-TRADED FD 1,485.0 $262K 0.13% NEW $176.50 +9.7%
31 EFV ISHARES TR 3,107.0 $241K 0.12% NEW $77.54 +1.8%
32 NFLX NETFLIX INC. Communication Services 2,145.0 $219K 0.11% NEW $102.05 -14.0%
33 SHLD GLOBAL X FDS 2,941.0 $218K 0.11% NEW $74.25 -11.8%
34 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,269.0 $216K 0.11% NEW $40.91 +3.6%
35 LLY ELI LILLY & CO Healthcare 216.0 $207K 0.10% NEW $956.45 +13.2%
Page 2 of 2  ·  35 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%