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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLC SELECT SECTOR SPDR TR 6,186.0 $697K 0.29% -4K -36.9% $112.65 -0.6%
82 COWZ PACER FDS TR 10,651.0 $694K 0.29% -5K -33.4% $65.20 +9.4%
83 VYMI VANGUARD WHITEHALL FDS 6,708.0 $678K 0.28% -2K -18.9% $101.07 +5.9%
84 BNDX VANGUARD CHARLOTTE FDS 13,553.0 $650K 0.27% NEW $47.96 -1.1%
85 NVDA NVIDIA CORPORATION Technology 3,121.0 $647K 0.27% -3K -44.5% $207.41 +11.1%
86 ARKQ ARK ETF TR 5,436.0 $642K 0.27% +3K +116.4% $118.14 +3.5%
87 GRID FIRST TR EXCHANGE-TRADED FD 3,577.0 $635K 0.26% +2K +140.9% $177.66 +0.8%
88 IEF ISHARES TR 6,707.0 $629K 0.26% -5K -41.3% $93.72 -1.6%
89 BLOK AMPLIFY ETF TR 10,201.0 $608K 0.25% +4K +70.4% $59.64 +9.4%
90 NLR VANECK ETF TRUST 5,763.0 $603K 0.25% +4K +188.9% $104.68 +14.6%
91 SPHY SPDR SERIES TRUST 25,242.0 $590K 0.24% NEW $23.36 -0.9%
92 IJH ISHARES TR 7,527.0 $572K 0.24% -106.0 -1.4% $75.99 -0.2%
93 NFLT ETFIS SER TR I 24,602.0 $564K 0.23% +12K +95.4% $22.94 -0.7%
94 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 735.0 $548K 0.23% NEW $745.49 +13.9%
95 FIDI FIDELITY COVINGTON TRUST 18,916.0 $536K 0.22% +1K +6.5% $28.36 +4.3%
96 TLH ISHARES TR 5,445.0 $536K 0.22% -728.0 -11.8% $98.45 -1.9%
97 VO VANGUARD INDEX FDS 6,506.0 $524K 0.22% +5K +360.4% $80.61 +2.1%
98 JGRO J P MORGAN EXCHANGE TRADED F 5,555.0 $521K 0.22% -5K -46.0% $93.71 +1.0%
99 IJJ ISHARES TR 3,449.0 $515K 0.21% -239.0 -6.5% $149.29 -0.8%
100 GLDM WORLD GOLD TR Financial Services 6,532.0 $514K 0.21% +2K +36.6% $78.72 +11.4%
Page 5 of 7  ·  139 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%