Arwa LLC holds a focused book of 139 stocks worth $241.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core Dividend Growth and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Berkshire Hathaway Inc-CL B at 8% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+6.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2113621/holdings"
Use Arkolith to show ARWA LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Arwa LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Arwa LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $14.9B |
| Private Advisor Group, LLC | 80 / 80 | $4.1B |
| IFP Advisors, Inc | 80 / 80 | $1.0B |
| MORGAN STANLEY | 79 / 80 | $411.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $360.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $88.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $13.0B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $8.6B |
Ranked by how many of Arwa LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $19.5M | 39.4K | 8.1% | ▲+6.8% Added · +3K sh | |
| 2 | Fidelity Covington Trust BLUE CHIP GRWTH | $17.7M | 292.1K | 7.4% | ▲+21% Added · +50K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $15.8M | 178.7K | 6.6% | ▼−13% Reduced · −26K sh | |
| 4 | Ishares TR CORE S&P US VLU | $14.5M | 128.5K | 6.0% | ▲+26% Added · +26K sh | |
| 5 | RBB Fund Trust FIRS EAGL OV ETF | $9.6M | 177.9K | 4.0% | ▲+42% Added · +53K sh | |
| 6 | Ishares TR S&P 500 GRWT ETF | $8.5M | 62.5K | 3.5% | ▲+61% Added · +24K sh | |
| 7 | Vanguard Index FDS SMALL CP ETF | $4.8M | 16.1K | 2.0% | ▲+12% Added · +2K sh | |
| 8 | Ishares TR S&P 500 VAL ETF | $4.7M | 20.3K | 2.0% | ▲+91% Added · +10K sh | |
| 9 | BlackRock ETF Trust ISHA IN CTRY ETF | $4.3M | 120.6K | 1.8% | ▲+863% Added · +108K sh | |
| 10 | American Centy ETF TR AVANTIS EMGMKT | $4.0M | 44.1K | 1.7% | ▲+6.8% Added · +3K sh | |
| 11 | Litman Gregory FDS TR IMGP DBI MAN ETF | $3.4M | 111.7K | 1.4% | ▲+40% Added · +32K sh | |
| 12 | BlackRock ETF Trust ISHARES US EQUIT | $3.4M | 49.8K | 1.4% | ▲+308% Added · +38K sh | |
| 13 | Apple Inc COM | $3.1M | 9.4K | 1.3% | ▼−26% Reduced · −3K sh | |
| 14 | First TR Exch Traded FD III MANAGD MUN ETF | $2.8M | 55.6K | 1.2% | ▲+28% Added · +12K sh | |
| 15 | First TR Exchange Traded FD BUYWRIT INCM ETF | $2.8M | 117.0K | 1.2% | ▲+55% Added · +42K sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $2.7M | 3.6K | 1.1% | ▼−24% Reduced · −1K sh | |
| 17 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.6M | 38.7K | 1.1% | ▲+24% Added · +7K sh | |
| 18 | BlackRock ETF Trust ISHARES US LARG | $2.5M | 72.8K | 1.0% | ▲+551% Added · +62K sh | |
| 19 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $2.4M | 96.5K | 1.0% | ▲+25% Added · +19K sh | |
| 20 | Pimco ETF TR MULTISECTOR BD | $2.3M | 86.7K | 0.9% | ▲+19% Added · +14K sh | |
| 21 | Microsoft Corp COM | $2.2M | 5.5K | 0.9% | ▼−12% Reduced · −722 sh | |
| 22 | Fidelity Merrimack STR TR CORP BOND ETF | $2.2M | 46.0K | 0.9% | ▲+9.6% Added · +4K sh | |
| 23 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.0M | 33.9K | 0.8% | ▲+9.6% Added · +3K sh | |
| 24 | Fidelity Covington Trust HIGH DIVID ETF | $1.9M | 30.9K | 0.8% | ▲+11% Added · +3K sh | |
| 25 | Vanguard Whitehall FDS HIGH DIV YLD | $1.9M | 11.9K | 0.8% | ▼−14% Reduced · −2K sh | |
| 26 | Global X FDS DEFENSE TECH ETF | $1.9M | 31.2K | 0.8% | ▲11× Added · +28K sh | |
| 27 | JPMorgan Chase & Co COM | $1.9M | 5.4K | 0.8% | ▼−6.8% Reduced · −396 sh | |
| 28 | Broadcom Inc COM | $1.8M | 4.8K | 0.7% | ▼−23% Reduced · −1K sh | |
| 29 | BlackRock ETF Trust ISHA I IN TE ETF | $1.8M | 41.7K | 0.7% | ▲+315% Added · +32K sh | |
| 30 | Visa Inc COM CL A | $1.8M | 4.9K | 0.7% | ▼−22% Reduced · −1K sh | |
| 31 | Goldman Sachs Group Inc COM | $1.7M | 1.5K | 0.7% | ▼−5.7% Reduced · −93 sh | |
| 32 | Ishares TR CORE UNIVRSL USD | $1.7M | 36.2K | 0.7% | ▲+5.3% Added · +2K sh | |
| 33 | Amgen Inc COM | $1.6M | 4.4K | 0.7% | ▼−15% Reduced · −759 sh | |
| 34 | Ishares TR CORE DIV GRWTH | $1.6M | 21.1K | 0.7% | ▲New New position | |
| 35 | First TR Exchange Trad FD VI FST TR GLB FD | $1.6M | 57.1K | 0.7% | ▲+47% Added · +18K sh | |
| 36 | Exxon Mobil Corp COM | $1.6M | 10.8K | 0.7% | ▲+5.5% Added · +567 sh | |
| 37 | First TR Exch Traded FD III LNG/SHT EQUITY | $1.6M | 21.1K | 0.7% | ▲+26% Added · +4K sh | |
| 38 | Alphabet Inc CAP STK CL A | $1.6M | 4.4K | 0.6% | ▼−21% Reduced · −1K sh | |
| 39 | Ishares TR CORE MSCI EAFE | $1.5M | 15.7K | 0.6% | ▲+3.3% Added · +501 sh | |
| 40 | Prologis Inc. COM | $1.5M | 10.1K | 0.6% | ▼−1.8% Reduced · −181 sh | |
| 41 | Cintas Corp COM | $1.5M | 7.3K | 0.6% | ▲+0.8% Added · +58 sh | |
| 42 | Merck & Co Inc COM | $1.5M | 11.7K | 0.6% | ▼−3.2% Reduced · −385 sh | |
| 43 | Eog Res Inc COM | $1.5M | 10.6K | 0.6% | ▼−1.1% Reduced · −118 sh | |
| 44 | Nasdaq Inc COM | $1.5M | 15.5K | 0.6% | ▼−8.4% Reduced · −1K sh | |
| 45 | Walmart Inc COM | $1.5M | 12.7K | 0.6% | ▼−1.2% Reduced · −152 sh | |
| 46 | Mastercard Incorporated CL A | $1.4M | 2.6K | 0.6% | ▼−3.8% Reduced · −103 sh | |
| 47 | TJX Cos Inc New COM | $1.4M | 9.2K | 0.6% | ▼−15% Reduced · −2K sh | |
| 48 | Vanguard World FD INF TECH ETF | $1.4M | 12.1K | 0.6% | ▲+495% Added · +10K sh | |
| 49 | Costco Wholesale Corporation COM | $1.4M | 1.5K | 0.6% | ▼−7.6% Reduced · −121 sh | |
| 50 | Ishares Inc CORE MSCI EMKT | $1.4M | 17.3K | 0.6% | ▼−46% Reduced · −15K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.