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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 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HEFA ISHARES TR 7,677.0 $318K 0.18% NEW $41.36 +10.4%
102 XLG INVESCO EXCHANGE TRADED FD T 5,235.0 $310K 0.18% NEW $59.28 +7.5%
103 BCS BARCLAYS PLC Financial Services 12,100.0 $308K 0.18% NEW $25.45 -3.5%
104 SAP SAP SE Technology 1,264.0 $307K 0.18% NEW $242.91 -28.3%
105 HYG ISHARES TR 3,770.0 $304K 0.18% NEW $80.63 -0.6%
106 TLT ISHARES TR 3,448.0 $301K 0.17% NEW $87.15 -2.1%
107 FORTINET INC 3,781.0 $300K 0.17% NEW $79.41
108 RACE FERRARI N V Consumer Cyclical 799.0 $295K 0.17% NEW $369.56 -9.8%
109 GLDM WORLD GOLD TR Financial Services 3,342.0 $285K 0.17% NEW $85.37 +3.1%
110 EFAV ISHARES TR 3,307.0 $285K 0.17% NEW $86.24 +5.6%
111 VO VANGUARD INDEX FDS 967.0 $281K 0.16% NEW $290.14 -73.0%
112 IGF ISHARES TR 4,423.0 $271K 0.16% NEW $61.36 +9.4%
113 BWX SPDR SERIES TRUST 11,785.0 $266K 0.15% NEW $22.53 -2.2%
114 IEI ISHARES TR 2,196.0 $262K 0.15% NEW $119.34 -1.6%
115 USHY ISHARES TR 7,006.0 $262K 0.15% NEW $37.39 -0.8%
116 C CITIGROUP INC Financial Services 2,172.0 $253K 0.15% NEW $116.66 +7.5%
117 VNQ VANGUARD INDEX FDS 2,814.0 $249K 0.14% NEW $88.51 +9.5%
118 ORCL ORACLE CORP Technology 1,222.0 $238K 0.14% NEW $194.96 -2.1%
119 VEA VANGUARD TAX-MANAGED FDS 3,781.0 $236K 0.14% NEW $62.47 +14.3%
120 GLW CORNING INC Technology 2,441.0 $214K 0.12% NEW $87.57 +118.0%
Page 6 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%