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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 USHY ISHARES TR 13,557.0 $501K 0.21% +4K +45.0% $36.92 -0.8%
102 EMB ISHARES TR 5,192.0 $496K 0.21% -2K -30.4% $95.59 -1.2%
103 ABBV ABBVIE INC Healthcare 1,917.0 $488K 0.20% NEW $254.37 +0.8%
104 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 702.0 $486K 0.20% $692.90 -0.2%
105 XLK SELECT SECTOR SPDR TR 2,729.0 $485K 0.20% -1K -34.8% $177.54 +5.5%
106 VTEB VANGUARD MUN BD FDS 9,552.0 $479K 0.20% +4K +63.6% $50.16 -2.6%
107 PWRD TCW ETF TRUST 4,343.0 $479K 0.20% NEW $110.19 -2.4%
108 EMLC VANECK ETF TRUST 18,478.0 $470K 0.20% +2K +12.4% $25.45 +0.7%
109 HDV ISHARES TR 15,913.0 $451K 0.19% NEW $28.36 +3.7%
110 VCSH VANGUARD SCOTTSDALE FDS 5,601.0 $441K 0.18% -3K -38.4% $78.72 -0.7%
111 XLG INVESCO EXCHANGE TRADED FD T 6,897.0 $424K 0.18% -2K -21.2% $61.45 +2.6%
112 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,370.0 $414K 0.17% +6K +115.8% $36.39 +24.3%
113 JAAA JANUS DETROIT STR TR 7,550.0 $382K 0.16% NEW $50.57 +0.0%
114 IGF ISHARES TR 5,696.0 $381K 0.16% +499.0 +9.6% $66.87 -2.7%
115 CSCO CISCO SYS INC Technology 3,381.0 $371K 0.15% NEW $109.66 -0.4%
116 AMZN AMAZON COM INC Consumer Cyclical 1,477.0 $369K 0.15% -1K -42.8% $249.89 +3.4%
117 GOOG ALPHABET INC 1,043.0 $369K 0.15% -134.0 -11.4% $353.82
118 SPTL SPDR SERIES TRUST 14,054.0 $360K 0.15% NEW $25.65 -2.1%
119 EFA ISHARES TR 3,406.0 $354K 0.15% -2K -33.5% $103.80 +4.4%
120 C CITIGROUP INC Financial Services 2,671.0 $352K 0.15% +612.0 +29.7% $131.72 +4.6%
Page 6 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%