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, USFR, XLP, SSO, and represent 31.62% of Arta Finance Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG, META, MSFT, VTI, TSLA, XLP, XLE, ADBE, NVDA, XLU.
- Started 15 new stock positions in VOO, EWY, PANW, IAGG, INTC, ABT, SCHF, STX, V, FLIN. ASML, MS, GE, APH, CAT.
- Reduced shares in these 10 stocks: MRVL, BIL, USFR, AMD, TFLO, UMC, SSO, TWLO, NFLX, .
- Sold out of its positions in COST, MA, MCK, NFLX, XLI.
- Arta Finance Wealth Management was a net buyer of stock by $13M.
- Arta Finance Wealth Management has $234M in assets under management (AUM), dropping by 15.43%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.0 | $19M | +7% | 51k | 370.04 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 6.7 | $16M | -9% | 172k | 91.37 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 6.3 | $15M | -6% | 292k | 50.35 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 5.4 | $13M | +6% | 153k | 83.07 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 5.2 | $12M | -3% | 179k | 67.38 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 4.7 | $11M | -5% | 216k | 50.48 |
|
| Apple (AAPL) | 4.4 | $10M | +5% | 35k | 289.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $10M | +23% | 28k | 353.33 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 3.9 | $9.1M | -2% | 57k | 158.66 |
|
| Meta Platforms Cl A (META) | 3.8 | $8.9M | +21% | 16k | 563.29 |
|
| Microsoft Corporation (MSFT) | 3.8 | $8.9M | +21% | 24k | 373.02 |
|
| Amazon (AMZN) | 3.7 | $8.6M | +3% | 36k | 238.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.0 | $7.0M | +8% | 99k | 71.25 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.2 | $5.1M | +11% | 107k | 48.32 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $5.0M | +13% | 25k | 200.09 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 2.0 | $4.6M | +14% | 102k | 45.34 |
|
| Tesla Motors (TSLA) | 1.9 | $4.5M | +25% | 11k | 420.60 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $4.2M | +12% | 57k | 73.17 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $3.8M | +8% | 63k | 59.69 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.3 | $3.0M | +35% | 57k | 53.11 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.7M | +11% | 7.6k | 357.37 |
|
| Advanced Micro Devices (AMD) | 1.0 | $2.3M | -28% | 4.0k | 580.91 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.9 | $2.2M | +30% | 21k | 107.13 |
|
| Marvell Technology (MRVL) | 0.8 | $1.9M | -56% | 6.3k | 297.89 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $1.8M | 24k | 75.51 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.8 | $1.8M | +2% | 46k | 38.23 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.7 | $1.7M | +4% | 31k | 56.22 |
|
| Adobe Systems Incorporated (ADBE) | 0.7 | $1.6M | +61% | 7.9k | 205.02 |
|
| salesforce (CRM) | 0.7 | $1.6M | +47% | 10k | 156.66 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $1.5M | +67% | 3.7k | 397.68 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $1.4M | +35% | 12k | 116.67 |
|
| Symbotic Class A Com (SYM) | 0.6 | $1.3M | +47% | 29k | 44.95 |
|
| Twilio Cl A (TWLO) | 0.5 | $1.2M | -25% | 5.7k | 206.33 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $1.2M | +7% | 11k | 108.37 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.5 | $1.2M | +11% | 31k | 37.94 |
|
| Broadcom (AVGO) | 0.5 | $1.1M | +6% | 2.8k | 377.75 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.0M | -6% | 7.1k | 146.55 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $804k | +12% | 9.8k | 82.32 |
|
| Applied Materials (AMAT) | 0.3 | $798k | +24% | 1.1k | 723.00 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $783k | +9% | 30k | 26.28 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $779k | 1.8k | 433.33 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $778k | +23% | 4.7k | 164.27 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $751k | +10% | 5.5k | 136.72 |
|
| Micron Technology (MU) | 0.3 | $666k | -4% | 577.00 | 1154.11 |
|
| Spdr Series Trust St Bloo High Etf (JNK) | 0.3 | $661k | 6.9k | 95.84 |
|
|
| Cadence Design Systems (CDNS) | 0.2 | $581k | +31% | 1.5k | 375.32 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $580k | +5% | 3.0k | 190.52 |
|
| Johnson & Johnson (JNJ) | 0.2 | $576k | +6% | 2.3k | 253.97 |
|
| Chevron Corporation (CVX) | 0.2 | $570k | +16% | 3.4k | 165.76 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $562k | -15% | 1.2k | 477.57 |
|
| Icici Bank Adr (IBN) | 0.2 | $561k | -8% | 19k | 29.03 |
|
| Abbvie (ABBV) | 0.2 | $551k | 2.2k | 251.64 |
|
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.2 | $549k | -18% | 10k | 53.29 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $548k | -3% | 243k | 2.25 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $539k | +3% | 21k | 25.83 |
|
| Infosys Sponsored Adr (INFY) | 0.2 | $538k | +22% | 51k | 10.49 |
|
| Dr Reddys Labs Adr (RDY) | 0.2 | $531k | -5% | 37k | 14.49 |
|
| 3M Company (MMM) | 0.2 | $528k | -3% | 3.3k | 161.91 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $527k | +8% | 439.00 | 1199.43 |
|
| Synopsys (SNPS) | 0.2 | $515k | +70% | 1.2k | 446.07 |
|
| Procter & Gamble Company (PG) | 0.2 | $506k | +18% | 3.4k | 146.64 |
|
| Intel Corporation (INTC) | 0.2 | $477k | NEW | 3.4k | 139.63 |
|
| Lattice Semiconductor (LSCC) | 0.2 | $460k | +27% | 3.0k | 152.96 |
|
| Qualcomm (QCOM) | 0.2 | $452k | +18% | 2.4k | 184.79 |
|
| Verizon Communications (VZ) | 0.2 | $435k | +12% | 10k | 42.34 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $412k | NEW | 427.00 | 965.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $402k | +45% | 804.00 | 500.39 |
|
| Sea Sponsord Ads (SE) | 0.2 | $394k | -6% | 4.1k | 95.83 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $392k | +4% | 12k | 31.71 |
|
| Cisco Systems (CSCO) | 0.2 | $380k | +3% | 3.2k | 117.02 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $378k | +21% | 1.2k | 325.86 |
|
| Palo Alto Networks (PANW) | 0.2 | $367k | NEW | 1.1k | 341.02 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $359k | -2% | 4.1k | 88.54 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $352k | +21% | 3.7k | 95.98 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $352k | 6.9k | 50.84 |
|
|
| At&t (T) | 0.1 | $349k | 17k | 20.70 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $342k | +407% | 13k | 27.41 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $329k | -6% | 2.1k | 158.03 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $326k | -62% | 12k | 27.21 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.1 | $324k | -11% | 3.0k | 108.61 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.1 | $309k | +19% | 7.8k | 39.75 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $309k | +39% | 6.0k | 51.02 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $304k | +3% | 2.7k | 114.29 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $291k | +28% | 3.8k | 76.28 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $287k | -6% | 2.2k | 128.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $286k | NEW | 417.00 | 686.81 |
|
| Linde SHS (LIN) | 0.1 | $282k | +18% | 544.00 | 518.94 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $280k | NEW | 1.4k | 201.90 |
|
| Wal-Mart Stores (WMT) | 0.1 | $278k | 2.5k | 113.26 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $272k | NEW | 1.5k | 176.32 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $271k | +18% | 16k | 17.28 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $268k | NEW | 7.5k | 35.57 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $265k | +22% | 1.6k | 168.42 |
|
| Abbott Laboratories (ABT) | 0.1 | $260k | NEW | 2.9k | 90.74 |
|
| Merck & Co (MRK) | 0.1 | $256k | +2% | 2.0k | 128.50 |
|
| Visa Com Cl A (V) | 0.1 | $255k | NEW | 743.00 | 343.09 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $249k | -3% | 5.8k | 42.78 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $248k | NEW | 9.0k | 27.70 |
|
| Caterpillar (CAT) | 0.1 | $248k | NEW | 233.00 | 1064.90 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $230k | +4% | 2.1k | 107.50 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $223k | NEW | 4.4k | 50.18 |
|
| Ge Aerospace Com New (GE) | 0.1 | $221k | NEW | 591.00 | 373.26 |
|
| Morgan Stanley Com New (MS) | 0.1 | $212k | NEW | 1.0k | 209.04 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $211k | NEW | 106.00 | 1989.44 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $64k | +2% | 28k | 2.31 |
|
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 Q2 filed Aug. 13, 2026
- Arta Finance Wealth Management 2026 Q1 filed April 20, 2026