Institutional filer · SEC 13F · Q4 2025

ARWA LLC

The reported 13F portfolio of ARWA LLC (CIK 2113621) - top holdings, how concentrated the book is, and what changed last quarter.

$171.3M
Reported book
124
Positions
#232
of 360 filers
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The verdict

According to SEC Form 13F-HR filings in this corpus, ARWA LLC ranks #232 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $171.3M across 124 positions, a moderately concentrated portfolio.

$171.3M
reported 13F value
124
disclosed positions
10.1%
in SPDR SERIES TRUST
#232
of 360 filers

Top-5 share 33.6% → MID-PACK book (largest five positions vs the rest of the reported 13F book).

According to SEC Form 13F-HR filings in this corpus, ARWA LLC ranks #232 of 360 institutional filers by reported book value (largest first), matching the /funds listing.

Where ARWA LLC sits by disclosed position count

ARWA LLC reports 124 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.

ARWA LLC vs all filers by holding count

Where this filer's disclosed position inventory sits among every tracked 13F manager

124 162nd of 360 higher than 198 of 360 filers

Filers, banded by disclosed position count

Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 2026-05-16

Concentration vs. book size among peer filers

ARWA LLC reports a book ($0.17B) spread across 124 disclosed positions -- more than the 93-position median among similarly sized filers, a broadly diversified book relative to its size.

Reported book value vs. disclosed position count

16 tracked 13F filers plotted by reported book value and disclosed position count; ARWA LLC highlighted. Source: SEC Form 13F-HR filings, 2026-05-16. 2×2 strategic matrix plotting 16 entities by Reported book value ($B) (X) and Disclosed positions (Y), with a crosshair dividing the plot into four quadrants. Large & diversifiedSmall & diversifiedConcentrated giantSmall & concentrated $0.2B$0.2B$0.2B$0.2B$0.2B$0.2B$0.2B 0200400600 Reported book value ($B) Disclosed positions Reported book value vs. disclosed position count
16 tracked 13F filers plotted by reported book value and disclosed position count; ARWA LLC highlighted. Source: SEC Form 13F-HR filings, 2026-05-16.

How 13F filings are computed · All institutional filers · Largest filers by value

SEC Form 13F-HR filing desk

CIK 2113621 · Q4 2025 $171M book

BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT

  • BOOK-LIGHT #232/360
  • POS-FOCUS 124 names
  • CONC-HEAVY 34% top-5
  • LEAD-HEAVY 10.1% top
  • PHOTO-FINISH LWM Advisory Services,
  • TREND-FLAT Book steady
  • FY-SNAPSHOT Q4 2025

Photo-finish peer on reported book: LWM Advisory Services, LLC

Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.

Reported-book neighbourhood · ARWA LLC

Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.

Gordian Singapore Pt… · near$176MAnderson Financial S… · near$172MParkshore Wealth , . · near$172MLWM Advisory Services, · near$172MARWA · this filer$171M
Aggregate reported 13F book value ($)
ARWA LLC's largest reported positions
  1. 1

    10.1% of book

  2. 2

    10.0% of book

  3. 3

    5.6% of book

  4. 4
    ISHARES TR $9.6M

    5.6% of book

  5. 5
    ISHARES TR $4.0M

    2.3% of book

  6. 6

    2.0% of book

Top 6 of 124 positions by value · Q4 2025

How the reported book breaks down

$171.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.

Top 5 positions: $57.6M (33.6%) Remaining 119 positions: $113.6M (66.4%)

Top Reported Holdings

# Security Value % of book
1 SPDR SERIES TRUST $17.4M 10.1%
2 BERKSHIRE HATHAWAY INC DEL $17.1M 10.0%
3 FIDELITY COVINGTON TRUST $9.6M 5.6%
4 ISHARES TR $9.6M 5.6%
5 ISHARES TR $4.0M 2.3%
6 SPDR S&P 500 ETF TR $3.5M 2.0%
7 VANGUARD INDEX FDS $3.4M 2.0%
8 APPLE INC $3.3M 1.9%
9 ISHARES INC $2.7M 1.6%
10 AMERICAN CENTY ETF TR $2.5M 1.5%
11 MICROSOFT CORP $2.4M 1.4%
12 VISA INC $2.3M 1.4%
13 BROADCOM INC $2.3M 1.3%
14 ALPHABET INC $2.3M 1.3%
15 VANGUARD WHITEHALL FDS $2.2M 1.3%
16 JPMORGAN CHASE & CO. $2.1M 1.2%
17 AMGEN INC $2.0M 1.1%
18 TJX COS INC NEW $1.9M 1.1%
19 GOLDMAN SACHS GROUP INC $1.8M 1.1%
20 NASDAQ INC $1.8M 1.1%
21 VANGUARD WORLD FD $1.8M 1.0%
22 FIDELITY MERRIMACK STR TR $1.7M 1.0%
23 PIMCO ETF TR $1.5M 0.9%
24 COSTCO WHSL CORP NEW $1.5M 0.9%
25 MERCK & CO INC $1.5M 0.9%

Latest Quarter Trades · Q4 2025

Frequently Asked Questions

How big is ARWA LLC's 13F portfolio?
ARWA LLC reports $171.3M of long US-equity positions across 124 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
Where does ARWA LLC sit among tracked 13F filers?
According to SEC Form 13F-HR filings in this corpus, ARWA LLC ranks #232 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
What is ARWA LLC's largest position?
ARWA LLC's largest reported position is SPDR SERIES TRUST at $17.4M, about 10.1% of its reported book as of Q4 2025.
What did ARWA LLC trade last quarter?
In its Q4 2025 filing, ARWA LLC opened 124 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.

Nationwide filers with similar book size or holding count

Two 13F-derived peer sets for ARWA LLC: nearest reported book value and nearest holding inventory, not catalog browse links.

Using this filing

  • The rankings sort every tracked filer the same way ARWA LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
  • LWM Advisory Services, LLC reported the nearest book value ($171.6M) this quarter, a useful scale comparison for ARWA LLC. Compare filers
  • 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology

Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.