13F

Investor

ARWA LLC

CIK 0002113621 · filed 2026-04-13 · SEC filing

13F book

$201.8M

Positions

149

35 new · 10 sold

Largest name

8.9%

Berkshire Hathaway Inc Del

Est. mark

$1.12M

Price effect on 114 names still held. Flow $29.5M.
NameTickerSharesValueWeightEst. markChange
Berkshire Hathaway Inc Del36.9K$17.9M8.9%−$594KAdded$801.4K
Spdr Series Trust204.8K$16.4M8.1%−$40.9KCut−$978.1K
Fidelity Covington Trust241.8K$13M6.4%−$215.3KAdded$3.36M
Ishares Tr102.4K$10.8M5.3%$248KAdded$1.21M
Rbb Fund Trust125K$6.56M3.2%New
Ishares Tr38.8K$4.66M2.3%−$102.3KAdded$670.4K
Vanguard Index Fds14.4K$3.93M1.9%$200KAdded$502.7K
American Centy Etf Tr41.3K$3.54M1.8%$285KAdded$996.7K
Apple Inc.AAPL12.6K$3.29M1.6%−$138.9KAdded−$26.4K
Spdr S&P 500 Etf Tr4.72K$3.21M1.6%−$9.44KCut−$258.3K
Litman Gregory Fds Tr80K$2.42M1.2%$63.7KAdded$1.61M
Ishares Inc32K$2.36M1.2%$214.8KCut−$309.2K
Ishares Tr10.6K$2.31M1.1%$35.2KAdded$818.7K
Microsoft CorpMSFT6.19K$2.31M1.1%−$549.9KAdded−$97.7K
First Tr Exch Traded Fd Iii43.5K$2.23M1.1%$560Added$1.56M
Broadcom Inc.AVGO6.27K$2.23M1.1%$55.4KCut−$51.6K
Vanguard Whitehall Fds13.9K$2.12M1.0%$126.8KCut−$63.3K
J P Morgan Exchange Traded F31.2K$2.05M1.0%−$9.5KAdded$1.37M
Fidelity Merrimack Str Tr42K$1.99M1.0%−$14.8KAdded$302.4K
Pimco Etf Tr73K$1.93M1.0%−$13.2KAdded$403.4K
Franklin Templeton Etf Tr77.1K$1.92M1.0%$1.47KAdded$1.47M
Visa Inc.V6.21K$1.91M0.9%−$263.4KCut−$393.8K
Amgen IncAMGN5.18K$1.84M0.9%$146.8KCut−$117.7K
Jpmorgan Chase & Co.5.81K$1.8M0.9%−$69KCut−$270.4K
Tjx Cos Inc New10.9K$1.8M0.9%$124KCut−$101.9K
First Tr Exchange Traded Fd75.4K$1.79M0.9%$2.78KAdded$846.9K
Alphabet Inc5.59K$1.78M0.9%$30.8KCut−$490.6K
Vanguard Intl Equity Index F31K$1.75M0.9%$54.3KAdded$658.9K
Walmart Inc.WMT12.8K$1.65M0.8%$225.8KAdded$235.4K
Costco Whsl Corp New1.59K$1.64M0.8%$268.6KCut$119.4K
Ishares Tr34.4K$1.6M0.8%New
Fidelity Covington Trust27.7K$1.59M0.8%$13.2KAdded$501.3K
Exxon Mobil Corp10.2K$1.58M0.8%$353.9KCut$160.3K
Vanguard Index Fds8.29K$1.58M0.8%$106.1KCut$82.2K
Waste Mgmt Inc Del6.66K$1.55M0.8%$20.4KAdded$1.22M
Vanguard World Fd2.04K$1.51M0.7%−$27.8KCut−$264.4K
American Elec Pwr Co Inc10.9K$1.5M0.7%$238.2KCut$168.1K
Merck & Co., Inc.MRK12.1K$1.48M0.7%$210.7KCut−$20.1K
Goldman Sachs Group Inc1.63K$1.47M0.7%$40.4KCut−$341.1K
Eog Res Inc10.7K$1.46M0.7%$338.5KCut$276.4K
Ishares Tr15.2K$1.44M0.7%$86.1KCut$66.2K
Fedex CorpFDX3.82K$1.44M0.7%$336.9KCut$111.3K
Nasdaq, Inc.NDAQ17K$1.43M0.7%−$219.3KCut−$365.2K
Prologis Inc.10.2K$1.41M0.7%$106KCut$75K
Motorola Solutions, Inc.MSI3.19K$1.41M0.7%$189KCut$138.4K
Mastercard IncMA2.72K$1.37M0.7%−$167.4KAdded−$50K
Abbott LabsABT13.3K$1.36M0.7%−$231.3KAdded$77.1K
Stryker CorpSYK3.79K$1.29M0.6%−$46.8KCut−$47.2K
Meta Platforms, Inc.META2.01K$1.26M0.6%New
Home Depot, Inc.HD3.71K$1.26M0.6%−$15.4KAdded$84.8K
Cintas CorpCTAS7.21K$1.26M0.6%−$94.3KAdded−$18.9K
Marsh & Mclennan Cos Inc7.05K$1.22M0.6%−$82.1KAdded−$9.35K
First Tr Exch Traded Fd Iii16.7K$1.21M0.6%New
S&P Global Inc.SPGI2.83K$1.2M0.6%−$278.9KCut−$283.1K
Darden Restaurants IncDRI6.1K$1.2M0.6%New
Select Sector Spdr Tr9.8K$1.12M0.6%−$33.8KCut−$180K
First Tr Exchange Trad Fd Vi38.7K$1.09M0.5%New
Ishares Tr11.4K$1.09M0.5%−$8.11KAdded$15.7K
Nvidia CorpNVDA5.63K$1.03M0.5%−$13.7KAdded$48.5K
J P Morgan Exchange Traded F20.3K$1.01M0.5%−$4.76KAdded$211.6K
Pacer Fds Tr16K$994.1K0.5%$31.7KCut−$96.9K
J P Morgan Exchange Traded F10.3K$909.7K0.5%−$44.1KCut−$237.7K
Ishares Tr9.69K$848.6K0.4%$38.9KAdded$223.7K
Vanguard Whitehall Fds8.27K$811.9K0.4%$67.6KCut−$3.57K
Ishares Tr15.7K$757.3K0.4%New
Nextera Energy Inc7.93K$749.1K0.4%New
Blackrock Etf Trust12.2K$748.4K0.4%New
Wabtec2.74K$743.5K0.4%New
Caseys Gen Stores Inc961$729.2K0.4%New
Spdr Dow Jones Indl Average1.5K$722.9K0.4%$1.99KHeld
Vanguard Scottsdale Fds9.1K$721.4K0.4%−$4.11KCut−$63.1K
Ishares Tr7.46K$712K0.4%−$5.75KCut−$61.2K
Ishares Tr6.91K$687K0.3%−$2.07KAdded$146.6K
Vaneck Etf Trust1.56K$670.8K0.3%$74.9KAdded$285.3K
Vanguard Scottsdale Fds14.2K$667.4K0.3%−$743Added$85.4K
CARRIER GLOBAL CorpCARR10.9K$667.2K0.3%New
Ishares Tr6.17K$622.6K0.3%−$5.02KCut−$38.9K
Amazon Com IncAMZN2.58K$603.5K0.3%$5.39KAdded$164K
Select Sector Spdr Tr4.19K$595K0.3%−$7.9KCut−$109.3K
American Express CoAXP1.84K$583.5K0.3%−$95.7KCut−$890.2K
American Wtr Wks Co Inc New4.03K$561.7K0.3%$35.3KCut−$634.4K
Ishares Tr7.63K$539.4K0.3%$35.7KCut$2.87K
Ishares Tr5.13K$522.6K0.3%$30.1KAdded$35.1K
Schwab Charles Corp5.32K$517K0.3%−$14KCut−$190.4K
Ishares Tr3.69K$509.6K0.3%$24.2KCut$6.48K
Eaton Corp PlcETN1.26K$506.1K0.3%$103.4KCut−$35.5K
Fidelity Covington Trust17.8K$504.2K0.3%$32.8KAdded$160.7K
Invesco Exchange Traded Fd T8.75K$497.5K0.2%−$12.8KAdded$187.1K
Fidelity Covington Trust12.4K$487.6K0.2%$29.5KAdded$76.1K
Spdr Series Trust4.82K$465K0.2%−$3.04KCut−$33.1K
Spdr S&P Midcap 400 Etf Tr702$452.8K0.2%$29.4KHeld
World Gold Tr4.78K$451.2K0.2%$30.1KAdded$165.9K
Paychex IncPAYX4.88K$428.7K0.2%−$118.7KCut−$718.8K
Blackrock Etf Trust12.5K$424.4K0.2%New
Vaneck Etf Trust16.4K$423.4K0.2%−$1.16KCut−$10.7K
BlackRock, Inc.BLK421$422.1K0.2%−$28.3KCut−$187.7K
Vanguard Index Fds1.41K$421.5K0.2%$7.92KAdded$141K
Ball CorpBALL6.58K$413.4K0.2%$65.1KCut−$87.4K
Broadridge Finl Solutions In2.65K$410.8K0.2%−$181.5KCut−$812.6K
Vanguard Scottsdale Fds4.86K$403.9K0.2%−$3.31KCut−$28.1K
Select Sector Spdr Tr7.65K$392.6K0.2%−$26.3KCut−$120.1K
Blackrock Etf Trust10K$374.8K0.2%New
Alphabet Inc1.18K$372.4K0.2%New
Blackrock Etf Trust9.6K$368.3K0.2%New
J P Morgan Exchange Traded F5.8K$367.6K0.2%New
Ishares Tr5.2K$358.7K0.2%$33.9KAdded$87.4K
Ishares Tr6.63K$356.4K0.2%New
Blackrock Etf Trust11.2K$353.5K0.2%New
Taiwan Semiconductor Mfg Ltd966$353.1K0.2%$59.6KCut$13.1K
First Tr Exchange Traded Fd5.6K$353K0.2%−$25KAdded$139.7K
Ishares Tr9.35K$347K0.2%−$1.92KAdded$85K
Astrazeneca Plc OrdAZN1.69K$346.6K0.2%New
Ishares Tr7.68K$339.7K0.2%$22.2KHeld
Aercap Holdings Nv2.29K$333.3K0.2%$3.45KCut−$53.9K
Vanguard Tax-Managed Fds4.86K$328.2K0.2%$19.2KAdded$92K
Blackrock Etf Trust Ii6.72K$326.4K0.2%New
American Tower Corp New1.8K$324.7K0.2%$7.82KCut−$114.9K
Invesco Exch Traded Fd Tr Ii2.63K$322.3K0.2%New
Amplify Etf Tr5.99K$322K0.2%New
Air Prods & Chems Inc1.07K$317.4K0.2%$54.1KCut−$65.9K
Vanguard World Fd1.25K$310.2K0.2%New
Ishares Tr3.31K$309K0.2%$23.8KHeld
Ishares Tr5.99K$307.9K0.2%−$2.2KCut−$259.9K
Ark Etf Tr2.51K$296.9K0.1%New
Vanguard Mun Bd Fds5.84K$293.4K0.1%New
Etfis Ser Tr I12.6K$289.9K0.1%New
Comcast Corp New10.1K$284.6K0.1%−$15.9KCut−$145.4K
Vaneck Etf Trust5.56K$283.9K0.1%New
Vanguard Bd Index Fds3.83K$282.1K0.1%−$1.23KCut−$75.3K
Ishares Tr3.49K$280.3K0.1%−$1.21KCut−$23.6K
Ishares Tr2.6K$278.1K0.1%−$303Cut−$84.1K
Vaneck Etf Trust2K$272.5K0.1%New
First Tr Exchange Traded Fd1.49K$262.1K0.1%New
Ishares Tr2.98K$258.6K0.1%−$1.33KCut−$41.9K
Citigroup Inc2.06K$257.2K0.1%$17KCut$3.8K
Ishares Tr2.69K$256.5K0.1%−$144Cut−$72.1K
Lithia Mtrs Inc958$255.3K0.1%−$63KCut−$212.1K
Gentex CorpGNTX11.3K$250.4K0.1%−$11.9KCut−$151.3K
Barclays Plc10.5K$246.3K0.1%−$21.6KCut−$61.6K
Ishares Tr3.11K$240.9K0.1%New
Vanguard Index Fds2.45K$227.1K0.1%$10.4KCut−$22K
Corning Inc1.33K$225.8K0.1%$109.4KCut$12.1K
United Parcel Service IncUPS2.18K$222K0.1%$5.33KAdded$8.28K
Verisk Analytics, Inc.VRSK1.3K$220.4K0.1%−$70.6KCut−$1.06M
Netflix IncNFLX2.15K$218.9K0.1%New
Global X Fds2.94K$218.4K0.1%New
Ishares Bitcoin Trust EtfIBIT5.27K$215.6K0.1%New
Spdr Series Trust9.61K$213.5K0.1%−$2.98KCut−$52K
Eli Lilly & CoLLY216$206.6K0.1%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.