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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 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VNQ VANGUARD INDEX FDS 2,448.0 $227K 0.11% -366.0 -13.0% $92.76 +4.8%
62 GLW CORNING INC Technology 1,330.0 $226K 0.11% -1K -45.5% $169.81 +11.4%
63 VRSK VERISK ANALYTICS INC Industrials 1,301.0 $220K 0.11% -4K -77.2% $169.39 +1.6%
64 BWX SPDR SERIES TRUST 9,609.0 $214K 0.11% -2K -18.5% $22.22 -0.9%
Page 4 of 4  ·  64 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%