Arta Finance Wealth Management
Latest statistics and disclosures from Arta Finance Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BIL, SSO, TFLO, USFR, and represent 33.43% of Arta Finance Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI, TFLO, XOM, TSLA, XLI, XLK, VEA, GOOGL, MRVL, BND.
- Started 12 new stock positions in CXM, OKTA, XOM, EMR, XLI, MA, CRWD, TENB, FFIV, NOW. XLF, KO.
- Reduced shares in these 10 stocks: MSFT (-$6.6M), META (-$6.0M), AMZN, AAPL, GOOG, USFR, XLV, XLP, BIL, XLC.
- Sold out of its positions in BIDU, CAT, Exxon Mobil Corporation, GE, IAGG, KT, MS, NTES, PDD, TM. UMC, ASML.
- Arta Finance Wealth Management was a net seller of stock by $-31M.
- Arta Finance Wealth Management has $211M in assets under management (AUM), dropping by -9.64%.
- Central Index Key (CIK): 0002099257
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Portfolio Holdings for Arta Finance Wealth Management
Arta Finance Wealth Management holds 105 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 9.6 | $20M | +7% | 54k | 374.24 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 6.9 | $15M | -6% | 160k | 91.38 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 5.7 | $12M | -3% | 174k | 69.33 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 5.7 | $12M | +9% | 237k | 50.51 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 5.5 | $12M | -20% | 232k | 50.39 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 5.2 | $11M | -10% | 137k | 80.60 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.6 | $7.5M | +8% | 107k | 70.61 |
|
| Apple (AAPL) | 3.3 | $7.0M | -40% | 21k | 333.02 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 3.2 | $6.7M | -30% | 40k | 168.42 |
|
| Microsoft Corporation (MSFT) | 2.7 | $5.6M | -53% | 11k | 512.90 |
|
| Meta Platforms Cl A (META) | 2.6 | $5.5M | -52% | 7.6k | 725.18 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.6 | $5.4M | +8% | 115k | 46.76 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $5.3M | -7% | 23k | 228.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $5.1M | -46% | 15k | 340.74 |
|
| Tesla Motors (TSLA) | 2.2 | $4.6M | +19% | 13k | 354.81 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $4.5M | +11% | 64k | 69.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $4.0M | +8% | 68k | 59.31 |
|
| Amazon (AMZN) | 1.9 | $4.0M | -55% | 16k | 249.15 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 1.9 | $4.0M | 102k | 39.44 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.1M | +19% | 9.1k | 344.08 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.2 | $2.6M | -25% | 42k | 61.50 |
|
| Advanced Micro Devices (AMD) | 1.2 | $2.6M | +5% | 4.2k | 611.76 |
|
| Marvell Technology (MRVL) | 1.0 | $2.2M | +29% | 8.2k | 264.15 |
|
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.9M | +24% | 4.7k | 406.63 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $1.9M | 24k | 78.10 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.9 | $1.8M | 47k | 39.56 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.8 | $1.8M | 31k | 57.31 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.8M | -6% | 7.3k | 239.94 |
|
| Palantir Technologies Cl A (PLTR) | 0.8 | $1.7M | -23% | 9.3k | 187.05 |
|
| salesforce (CRM) | 0.8 | $1.7M | -27% | 7.5k | 229.57 |
|
| Twilio Cl A (TWLO) | 0.7 | $1.5M | -8% | 5.2k | 292.46 |
|
| Symbotic Class A Com (SYM) | 0.6 | $1.3M | +7% | 31k | 42.07 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.6 | $1.3M | +21% | 38k | 35.23 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.6 | $1.2M | -47% | 11k | 110.97 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $1.2M | +5% | 12k | 104.04 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.6 | $1.2M | +101% | 6.1k | 195.75 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $899k | NEW | 5.5k | 162.75 |
|
| Oracle Corporation (ORCL) | 0.4 | $873k | -10% | 6.4k | 136.79 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $836k | +9% | 11k | 77.97 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $832k | +11% | 33k | 25.07 |
|
| Broadcom (AVGO) | 0.4 | $828k | -16% | 2.4k | 351.19 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $795k | 4.8k | 166.28 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.4 | $750k | NEW | 4.5k | 166.98 |
|
| Chevron Corporation (CVX) | 0.3 | $670k | -4% | 3.3k | 204.21 |
|
| Cadence Design Systems (CDNS) | 0.3 | $662k | +29% | 2.0k | 330.19 |
|
| Spdr Series Trust St Bloo High Etf (JNK) | 0.3 | $652k | +2% | 7.1k | 92.22 |
|
| Micron Technology (MU) | 0.3 | $636k | +3% | 597.00 | 1064.94 |
|
| Johnson & Johnson (JNJ) | 0.3 | $626k | +4% | 2.4k | 264.74 |
|
| Applied Materials (AMAT) | 0.3 | $623k | +10% | 1.2k | 511.38 |
|
| Abbvie (ABBV) | 0.3 | $621k | +8% | 2.4k | 259.99 |
|
| Synopsys (SNPS) | 0.3 | $582k | +15% | 1.3k | 434.94 |
|
| 3M Company (MMM) | 0.3 | $580k | +8% | 3.5k | 164.15 |
|
| Procter & Gamble Company (PG) | 0.3 | $569k | +13% | 3.9k | 145.28 |
|
| Qualcomm (QCOM) | 0.3 | $553k | +22% | 3.0k | 184.04 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $552k | -6% | 1.7k | 328.51 |
|
| Lattice Semiconductor (LSCC) | 0.2 | $524k | +38% | 4.2k | 125.62 |
|
| Palo Alto Networks (PANW) | 0.2 | $500k | +17% | 1.3k | 397.31 |
|
| At&t (T) | 0.2 | $493k | +21% | 20k | 24.13 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $467k | NEW | 8.7k | 53.40 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $455k | -10% | 393.00 | 1157.08 |
|
| Verizon Communications (VZ) | 0.2 | $451k | -2% | 10k | 45.17 |
|
| Cisco Systems (CSCO) | 0.2 | $441k | +26% | 4.1k | 107.21 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $440k | +9% | 883.00 | 497.95 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $429k | +6% | 13k | 32.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $426k | +11% | 1.3k | 329.19 |
|
| Intel Corporation (INTC) | 0.2 | $425k | +3% | 3.5k | 120.23 |
|
| Dr Reddys Labs Adr (RDY) | 0.2 | $404k | -12% | 32k | 12.62 |
|
| Infosys Sponsored Adr (INFY) | 0.2 | $403k | -27% | 37k | 10.76 |
|
| Servicenow (NOW) | 0.2 | $397k | NEW | 3.0k | 134.01 |
|
| Icici Bk Adr (IBN) | 0.2 | $391k | -26% | 14k | 27.55 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $380k | -5% | 230k | 1.65 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $379k | -18% | 17k | 22.34 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $378k | +14% | 7.9k | 47.99 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $376k | +8% | 14k | 27.86 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.2 | $363k | -25% | 7.7k | 47.20 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $363k | +3% | 4.2k | 86.80 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $355k | +9% | 2.3k | 155.20 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.2 | $354k | +5% | 3.1k | 112.90 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.2 | $350k | +10% | 6.7k | 52.19 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.2 | $348k | +8% | 8.4k | 41.40 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $347k | -11% | 376.00 | 922.34 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $307k | +20% | 1.7k | 182.78 |
|
| Visa Com Cl A (V) | 0.1 | $300k | +12% | 836.00 | 359.33 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $299k | +21% | 11k | 27.47 |
|
| Merck & Co (MRK) | 0.1 | $297k | +2% | 2.0k | 145.31 |
|
| Abbott Laboratories (ABT) | 0.1 | $296k | +5% | 3.0k | 98.23 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $290k | +15% | 8.7k | 33.49 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $282k | -47% | 617.00 | 456.19 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $264k | +102% | 3.1k | 84.30 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $259k | -34% | 2.4k | 107.54 |
|
| Okta Cl A (OKTA) | 0.1 | $251k | NEW | 1.2k | 209.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $250k | -14% | 357.00 | 700.86 |
|
| Sea Sponsord Ads (SE) | 0.1 | $245k | -38% | 2.5k | 97.36 |
|
| F5 Networks (FFIV) | 0.1 | $235k | NEW | 528.00 | 445.18 |
|
| Emerson Electric (EMR) | 0.1 | $231k | NEW | 1.5k | 155.10 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $231k | +15% | 2.5k | 93.44 |
|
| Coca-Cola Company (KO) | 0.1 | $228k | NEW | 2.6k | 86.08 |
|
| Tenable Hldgs (TENB) | 0.1 | $222k | NEW | 6.1k | 36.39 |
|
| Linde SHS (LIN) | 0.1 | $211k | -18% | 444.00 | 474.65 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $204k | -13% | 5.0k | 40.73 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $204k | NEW | 771.00 | 264.75 |
|
| Wal-Mart Stores (WMT) | 0.1 | $204k | -20% | 2.0k | 103.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $201k | NEW | 365.00 | 550.64 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $60k | +4% | 29k | 2.08 |
|
| Sprinklr Cl A (CXM) | 0.0 | $53k | NEW | 11k | 4.95 |
|
Past Filings by Arta Finance Wealth Management
SEC 13F filings are viewable for Arta Finance Wealth Management going back to 2026
- Arta Finance Wealth Management 2026 Q3 filed Oct. 28, 2026
- Arta Finance Wealth Management 2026 Q2 filed Aug. 13, 2026
- Arta Finance Wealth Management 2026 Q1 filed April 20, 2026