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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MGC VANGUARD WORLD FD 1,254.0 $310K 0.15% NEW $247.40 +11.6%
122 EFAV ISHARES TR 3,307.0 $309K 0.15% $93.43 -2.5%
123 USIG ISHARES TR 5,990.0 $308K 0.15% -5K -45.4% $51.40 -0.3%
124 ARKQ ARK ETF TR 2,512.0 $297K 0.15% NEW $118.18 +18.0%
125 VTEB VANGUARD MUN BD FDS 5,838.0 $293K 0.14% NEW $50.26 -0.1%
126 NFLT ETFIS SER TR I 12,593.0 $290K 0.14% NEW $23.02 -0.3%
127 CMCSA COMCAST CORP NEW Communication Services 10,053.0 $285K 0.14% -4K -30.1% $28.31 -10.9%
128 HYD VANECK ETF TRUST 5,560.0 $284K 0.14% NEW $51.06 +0.2%
129 BND VANGUARD BD INDEX FDS 3,825.0 $282K 0.14% -1K -20.7% $73.75 -0.6%
130 HYG ISHARES TR 3,492.0 $280K 0.14% -278.0 -7.4% $80.28 -0.2%
131 MUB ISHARES TR 2,599.0 $278K 0.14% -782.0 -23.1% $107.00 -0.1%
132 NLR VANECK ETF TRUST 1,995.0 $272K 0.14% NEW $136.57 -2.8%
133 GRID FIRST TR EXCHANGE-TRADED FD 1,485.0 $262K 0.13% NEW $176.50 +10.0%
134 TLT ISHARES TR 2,982.0 $259K 0.13% -466.0 -13.5% $86.71 -1.6%
135 C CITIGROUP INC Financial Services 2,059.0 $257K 0.13% -113.0 -5.2% $124.91 +0.2%
136 MBB ISHARES TR 2,695.0 $256K 0.13% -756.0 -21.9% $95.17 -0.8%
137 LAD LITHIA MTRS INC Consumer Cyclical 958.0 $255K 0.13% -449.0 -31.9% $266.52 +9.2%
138 GNTX GENTEX CORP Consumer Cyclical 11,273.0 $250K 0.12% -6K -34.7% $22.21 +8.2%
139 BCS BARCLAYS PLC Financial Services 10,526.0 $246K 0.12% -2K -13.0% $23.40 +4.7%
140 EFV ISHARES TR 3,107.0 $241K 0.12% NEW $77.54 +2.0%
Page 7 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%