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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,034.0 $562K 0.28% -5K -56.0% $139.24 -10.4%
82 IJH ISHARES TR 7,633.0 $539K 0.27% -497.0 -6.1% $70.67 +5.5%
83 EFA ISHARES TR 5,126.0 $523K 0.26% +49.0 +1.0% $101.96 +2.8%
84 SCHW SCHWAB CHARLES CORP Financial Services 5,315.0 $517K 0.26% -2K -24.9% $97.27 -11.4%
85 IJJ ISHARES TR 3,688.0 $510K 0.25% -135.0 -3.5% $138.18 +3.2%
86 ETN EATON CORP PLC Industrials 1,264.0 $506K 0.25% -436.0 -25.6% $400.39 +1.4%
87 FIDI FIDELITY COVINGTON TRUST 17,768.0 $504K 0.25% +5K +34.0% $28.38 -0.5%
88 XLG INVESCO EXCHANGE TRADED FD T 8,752.0 $497K 0.25% +4K +67.2% $56.84 +12.1%
89 FENI FIDELITY COVINGTON TRUST 12,440.0 $488K 0.24% +1K +10.6% $39.20 +2.7%
90 JNK SPDR SERIES TRUST 4,815.0 $465K 0.23% -309.0 -6.0% $96.58 -0.0%
91 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 702.0 $453K 0.22% $645.07 +5.4%
92 GLDM WORLD GOLD TR Financial Services 4,781.0 $451K 0.22% +1K +43.1% $94.38 -6.6%
93 PAYX PAYCHEX INC Industrials 4,880.0 $429K 0.21% -5K -52.3% $87.85 +7.3%
94 BLACKROCK ETF TRUST 12,520.0 $424K 0.21% NEW $33.90
95 EMLC VANECK ETF TRUST 16,443.0 $423K 0.21% -371.0 -2.2% $25.75 -1.0%
96 BLK BLACKROCK INC Financial Services 421.0 $422K 0.21% -149.0 -26.1% $1002.71 +7.1%
97 VO VANGUARD INDEX FDS 1,413.0 $422K 0.21% +446.0 +46.1% $298.32 -73.7%
98 BALL BALL CORP Consumer Cyclical 6,575.0 $413K 0.20% -3K -30.4% $62.87 -9.7%
99 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,654.0 $411K 0.20% -3K -51.6% $154.79 -5.0%
100 VCIT VANGUARD SCOTTSDALE FDS 4,862.0 $404K 0.20% -296.0 -5.7% $83.07 -0.6%
Page 5 of 8  ·  149 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%