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Portfolio (Quarterly) Guide ↗

ARWA LLC

· CIK 0002113621
13F Portfolio $171M AUM Filed Feb 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New
Page 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCSH VANGUARD SCOTTSDALE FDS 9,839.0 $784K 0.46% NEW $79.73 -0.8%
62 EMB ISHARES TR 8,031.0 $773K 0.45% NEW $96.28 -0.3%
63 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,500.0 $721K 0.42% NEW $480.57 +5.5%
64 SCHW SCHWAB CHARLES CORP Financial Services 7,081.0 $707K 0.41% NEW $99.91 -14.3%
65 XLK SELECT SECTOR SPDR TR 4,892.0 $704K 0.41% NEW $143.96 +28.1%
66 HELO J P MORGAN EXCHANGE TRADED F 10,187.0 $677K 0.40% NEW $66.43 +2.3%
67 FMB FIRST TR EXCH TRADED FD III 13,045.0 $667K 0.39% NEW $51.14 -0.3%
68 TLH ISHARES TR 6,506.0 $661K 0.39% NEW $101.67 -2.2%
69 IDEV ISHARES TR 7,577.0 $625K 0.36% NEW $82.48 +9.4%
70 BLK BLACKROCK INC Financial Services 570.0 $610K 0.36% NEW $1069.83 +0.0%
71 VMBS VANGUARD SCOTTSDALE FDS 12,363.0 $582K 0.34% NEW $47.08 -0.8%
72 USIG ISHARES TR 10,968.0 $568K 0.33% NEW $51.77 -1.0%
73 ETN EATON CORP PLC Industrials 1,700.0 $542K 0.32% NEW $318.57 +27.6%
74 AGG ISHARES TR 5,411.0 $540K 0.32% NEW $99.87 -1.1%
75 IJH ISHARES TR 8,130.0 $537K 0.31% NEW $66.00 +12.7%
76 XLF SELECT SECTOR SPDR TR 9,360.0 $513K 0.30% NEW $54.77 -6.1%
77 IJJ ISHARES TR 3,823.0 $503K 0.29% NEW $131.60 +8.1%
78 BALL BALL CORP Consumer Cyclical 9,454.0 $501K 0.29% NEW $52.97 +6.7%
79 JNK SPDR SERIES TRUST 5,124.0 $498K 0.29% NEW $97.21 -0.7%
80 EFA ISHARES TR 5,077.0 $487K 0.28% NEW $96.02 +9.1%
Page 4 of 7  ·  124 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 30.9%
Technology 19.1%
Industrials 9.9%
Healthcare 9.2%
Consumer Cyclical 7.8%
Consumer Defensive 6.1%
Real Estate 4.6%
Communication Services 4.1%
Energy 4.0%
Utilities 3.8%