StockDriftsStockDriftsTop 50 Arwa LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.07% | 39.4K | $19.5M | +6.85%(+2.53K) | $493.27(+6.10%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 7.36% | 292.1K | $17.7M | +20.82%(+50.34K) | $53.97(+15.68%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.55% | 178.7K | $15.8M | -12.75%(-26.11K) | $79.28(+14.83%) | 2026-06-30 | |
| IUSV | ISHARES TR | 6.01% | 128.5K | $14.5M | +25.53%(+26.14K) | $102.15(+12.31%) | 2026-06-30 | |
| FEOE | RBB FUND TRUST | 3.98% | 177.9K | $9.6M | +42.32%(+52.90K) | $49.97(+12.64%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.54% | 62.5K | $8.5M | +61.25%(+23.75K) | $122.03(+16.17%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.99% | 16.1K | $4.8M | +11.90%(+1.71K) | $259.57(+18.04%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.96% | 20.3K | $4.7M | +90.87%(+9.67K) | $213.54(+10.86%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 1.77% | 120.6K | $4.3M | +862.95%(+108.04K) | $33.63(+9.84%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 1.66% | 44.1K | $4.0M | +6.81%(+2.82K) | $77.29(+19.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.24% |
Arwa LLC reports $241.02M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (8.1%), FBCG (7.4%) and SPYM (6.5%). The top 20 holdings account for 54.54% of reported assets. Its disclosed equity book has returned +6.48% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arwa LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2113621). View Arwa LLC’s 13F filings on SEC