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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WM WASTE MGMT INC DEL Industrials 5,557.0 $1.3M 0.56% -1K -16.5% $242.26 -9.6%
22 AEP AMERICAN ELEC PWR CO INC Utilities 9,964.0 $1.3M 0.55% -948.0 -8.7% $133.13 -6.5%
23 VOE VANGUARD INDEX FDS 6,224.0 $1.3M 0.53% -2K -25.0% $203.42 +2.4%
24 XLC SELECT SECTOR SPDR TR 6,186.0 $697K 0.29% -4K -36.9% $112.65 -0.6%
25 COWZ PACER FDS TR 10,651.0 $694K 0.29% -5K -33.4% $65.20 +9.4%
26 VYMI VANGUARD WHITEHALL FDS 6,708.0 $678K 0.28% -2K -18.9% $101.07 +5.9%
27 NVDA NVIDIA CORPORATION Technology 3,121.0 $647K 0.27% -3K -44.5% $207.41 +11.1%
28 IEF ISHARES TR 6,707.0 $629K 0.26% -5K -41.3% $93.72 -1.6%
29 IJH ISHARES TR 7,527.0 $572K 0.24% -106.0 -1.4% $75.99 -0.2%
30 TLH ISHARES TR 5,445.0 $536K 0.22% -728.0 -11.8% $98.45 -1.9%
31 JGRO J P MORGAN EXCHANGE TRADED F 5,555.0 $521K 0.22% -5K -46.0% $93.71 +1.0%
32 IJJ ISHARES TR 3,449.0 $515K 0.21% -239.0 -6.5% $149.29 -0.8%
33 EMB ISHARES TR 5,192.0 $496K 0.21% -2K -30.4% $95.59 -1.2%
34 XLK SELECT SECTOR SPDR TR 2,729.0 $485K 0.20% -1K -34.8% $177.54 +5.5%
35 VCSH VANGUARD SCOTTSDALE FDS 5,601.0 $441K 0.18% -3K -38.4% $78.72 -0.7%
36 XLG INVESCO EXCHANGE TRADED FD T 6,897.0 $424K 0.18% -2K -21.2% $61.45 +2.6%
37 AMZN AMAZON COM INC Consumer Cyclical 1,477.0 $369K 0.15% -1K -42.8% $249.89 +3.4%
38 GOOG ALPHABET INC 1,043.0 $369K 0.15% -134.0 -11.4% $353.82
39 EFA ISHARES TR 3,406.0 $354K 0.15% -2K -33.5% $103.80 +4.4%
40 XLF SELECT SECTOR SPDR TR 6,199.0 $352K 0.15% -1K -19.0% $56.75 +2.4%
Page 2 of 3  ·  47 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%