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Portfolio (Quarterly) Guide ↗

ARWA LLC

· CIK 0002113621
13F Portfolio $241M AUM 139 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 63 Added 47 Reduced 34 Exited
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 39,443.0 $19.5M 8.07% +3K +6.8% $493.12
2 FBCG FIDELITY COVINGTON TRUST 292,114.0 $17.7M 7.36% +50K +20.8% $60.74 +2.7%
3 IUSV ISHARES TR 128,517.0 $14.5M 6.01% +26K +25.5% $112.66 +1.8%
4 FEOE RBB FUND TRUST 177,902.0 $9.6M 3.98% +53K +42.3% $53.95 +4.1%
5 IVW ISHARES TR 62,533.0 $8.5M 3.54% +24K +61.2% $136.26 +3.1%
6 VB VANGUARD INDEX FDS 16,122.0 $4.8M 1.99% +2K +11.9% $297.93 +0.7%
7 IVE ISHARES TR 20,303.0 $4.7M 1.96% +10K +90.9% $232.35 +1.9%
8 BLACKROCK ETF TRUST 120,561.0 $4.3M 1.77% +108K +863.0% $35.47
9 AVEM AMERICAN CENTY ETF TR 44,148.0 $4.0M 1.66% +3K +6.8% $90.39 +7.1%
10 DBMF LITMAN GREGORY FDS TR 111,671.0 $3.4M 1.43% +32K +39.6% $30.88 +1.8%
11 DYNF BLACKROCK ETF TRUST 49,840.0 $3.4M 1.40% +38K +307.6% $67.45 +3.9%
12 FMB FIRST TR EXCH TRADED FD III 55,650.0 $2.8M 1.18% +12K +27.8% $51.06 -2.8%
13 FIRST TR EXCHANGE TRADED FD 117,013.0 $2.8M 1.16% +42K +55.2% $23.82
14 HELO J P MORGAN EXCHANGE TRADED F 38,693.0 $2.6M 1.09% +7K +23.9% $68.14 +2.3%
15 BALI BLACKROCK ETF TRUST 72,833.0 $2.5M 1.03% +62K +550.6% $33.98 +2.0%
16 FLMI FRANKLIN TEMPLETON ETF TR 96,455.0 $2.4M 1.00% +19K +25.1% $24.93 -2.8%
17 PYLD PIMCO ETF TR 86,690.0 $2.3M 0.95% +14K +18.8% $26.32 -1.1%
18 FCOR FIDELITY MERRIMACK STR TR 46,022.0 $2.2M 0.90% +4K +9.6% $46.85 -1.6%
19 VWO VANGUARD INTL EQUITY INDEX F 33,945.0 $2.0M 0.83% +3K +9.6% $58.84 +4.4%
20 FDVV FIDELITY COVINGTON TRUST 30,863.0 $1.9M 0.80% +3K +11.4% $62.65 +1.3%
Page 1 of 4  ·  63 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 26.5%
Technology 18.9%
Industrials 12.3%
Healthcare 10.4%
Consumer Cyclical 9.8%
Energy 5.2%
Communication Services 5.0%
Consumer Defensive 4.9%
Utilities 4.4%
Real Estate 2.6%