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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THRO BLACKROCK ETF TRUST 27,754.0 $1.2M 0.49% +18K +189.1% $42.63 +3.4%
42 SMH VANECK ETF TRUST 2,029.0 $1.2M 0.48% +470.0 +30.1% $568.88 -0.3%
43 VEA VANGUARD TAX-MANAGED FDS 15,252.0 $1.1M 0.44% +10K +213.9% $70.03 +5.3%
44 CIBR FIRST TR EXCHANGE-TRADED FD 10,002.0 $919K 0.38% +4K +78.7% $91.89 +2.9%
45 HYD VANECK ETF TRUST 17,858.0 $912K 0.38% +12K +221.2% $51.06 -3.1%
46 FENI FIDELITY COVINGTON TRUST 21,463.0 $859K 0.36% +9K +72.5% $40.03 +4.1%
47 VMBS VANGUARD SCOTTSDALE FDS 17,919.0 $832K 0.34% +4K +26.2% $46.45 -1.1%
48 BLACKROCK ETF TRUST II 16,027.0 $789K 0.33% +9K +138.5% $49.22
49 ARKQ ARK ETF TR 5,436.0 $642K 0.27% +3K +116.4% $118.14 +3.5%
50 GRID FIRST TR EXCHANGE-TRADED FD 3,577.0 $635K 0.26% +2K +140.9% $177.66 +0.8%
51 BLOK AMPLIFY ETF TR 10,201.0 $608K 0.25% +4K +70.4% $59.64 +9.4%
52 NLR VANECK ETF TRUST 5,763.0 $603K 0.25% +4K +188.9% $104.68 +14.6%
53 NFLT ETFIS SER TR I 24,602.0 $564K 0.23% +12K +95.4% $22.94 -0.7%
54 FIDI FIDELITY COVINGTON TRUST 18,916.0 $536K 0.22% +1K +6.5% $28.36 +4.3%
55 VO VANGUARD INDEX FDS 6,506.0 $524K 0.22% +5K +360.4% $80.61 +2.1%
56 GLDM WORLD GOLD TR Financial Services 6,532.0 $514K 0.21% +2K +36.6% $78.72 +11.4%
57 USHY ISHARES TR 13,557.0 $501K 0.21% +4K +45.0% $36.92 -0.8%
58 VTEB VANGUARD MUN BD FDS 9,552.0 $479K 0.20% +4K +63.6% $50.16 -2.6%
59 EMLC VANECK ETF TRUST 18,478.0 $470K 0.20% +2K +12.4% $25.45 +0.7%
60 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,370.0 $414K 0.17% +6K +115.8% $36.39 +24.3%
Page 3 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%