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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHW SCHWAB CHARLES CORP Financial Services 3,215.0 $331K 0.14% -2K -39.5% $102.81 +6.3%
42 HEFA ISHARES TR 6,823.0 $315K 0.13% -854.0 -11.1% $46.10 +2.7%
43 JNK SPDR SERIES TRUST 2,872.0 $276K 0.11% -2K -40.4% $96.09 -0.9%
44 ETN EATON CORP PLC Industrials 680.0 $270K 0.11% -584.0 -46.2% $396.46 +3.6%
45 BLK BLACKROCK INC Financial Services 230.0 $250K 0.10% -191.0 -45.4% $1086.06 +3.3%
46 UPS UNITED PARCEL SVCS INC Industrials 2,082.0 $244K 0.10% -102.0 -4.7% $117.19 -12.7%
47 VCIT VANGUARD SCOTTSDALE FDS 2,822.0 $231K 0.10% -2K -42.0% $81.86 -1.6%
Page 3 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%