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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BND VANGUARD BD INDEX FDS 3,825 $282K 0.14% SOLD
22 HYG ISHARES TR 3,492 $280K 0.14% SOLD
23 MUB ISHARES TR 2,599 $278K 0.14% SOLD
24 TLT ISHARES TR 2,982 $259K 0.13% SOLD
25 MBB ISHARES TR 2,695 $256K 0.13% SOLD
26 LAD LITHIA MTRS INC Consumer Cyclical 958 $255K 0.13% SOLD
27 GNTX GENTEX CORP Consumer Cyclical 11,273 $250K 0.12% SOLD
28 BCS BARCLAYS PLC Financial Services 10,526 $246K 0.12% SOLD
29 VNQ VANGUARD INDEX FDS 2,448 $227K 0.11% SOLD
30 GLW CORNING INC Technology 1,330 $226K 0.11% SOLD
31 VRSK VERISK ANALYTICS INC Industrials 1,301 $220K 0.11% SOLD
32 NFLX NETFLIX INC. Communication Services 2,145 $219K 0.11% SOLD
33 BWX SPDR SERIES TRUST 9,609 $214K 0.11% SOLD
34 LLY ELI LILLY & CO Healthcare 216 $207K 0.10% SOLD
Page 2 of 2  ·  34 positions
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%