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Arta Finance Wealth Management

Latest statistics and disclosures from Arta Finance Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002099257

Tip: Access up to 7 years of quarterly data

Positions held by Arta Finance Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arta Finance Wealth Management

Arta Finance Wealth Management holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	8.6	$17M	190k	91.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	7.8	$16M	313k	50.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.4	$15M	47k	320.81	View chart
Select Sector Spdr Tr State Street Con (XLP)	5.8	$12M	143k	81.98	View chart
Ishares Tr TRS FLT RT BD (TFLO)	5.7	$12M	229k	50.48	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	4.8	$9.6M	186k	51.88	View chart
Select Sector Spdr Tr State Street Hea (XLV)	4.2	$8.6M	59k	146.61	View chart
Apple (AAPL)	4.2	$8.5M	33k	253.79	View chart
Meta Platforms Cl A (META)	3.7	$7.5M	13k	572.13	View chart
Microsoft Corporation (MSFT)	3.6	$7.3M	20k	370.17	View chart
Amazon (AMZN)	3.6	$7.3M	35k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	3.2	$6.6M	23k	286.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$5.8M	91k	64.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$4.6M	96k	47.94	View chart
Select Sector Spdr Tr State Street Uti (XLU)	2.0	$4.1M	88k	45.89	View chart
NVIDIA Corporation (NVDA)	1.9	$3.8M	22k	174.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$3.7M	51k	73.39	View chart
Tesla Motors (TSLA)	1.6	$3.2M	8.6k	371.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$3.1M	58k	54.05	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.3	$2.6M	42k	61.26	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.0	$2.1M	29k	71.61	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$2.1M	23k	88.16	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.0	$2.0M	45k	44.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.0M	6.9k	287.56	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.9	$1.7M	16k	110.86	View chart
Marvell Technology (MRVL)	0.7	$1.4M	14k	99.05	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.3M	8.9k	146.28	View chart
salesforce (CRM)	0.6	$1.3M	7.0k	186.67	View chart
Adobe Systems Incorporated (ADBE)	0.6	$1.2M	4.9k	243.08	View chart
Advanced Micro Devices (AMD)	0.6	$1.1M	5.6k	203.43	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.1M	10k	110.36	View chart
Oracle Corporation (ORCL)	0.6	$1.1M	7.6k	147.11	View chart
Symbotic Class A Com (SYM)	0.5	$1.1M	20k	53.20	View chart
Intuitive Surgical Com New (ISRG)	0.5	$1.0M	2.2k	460.99	View chart
Twilio Cl A (TWLO)	0.5	$974k	7.7k	125.82	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.5	$918k	28k	33.22	View chart
Exxon Mobil Corporation (XOM)	0.4	$841k	5.0k	169.66	View chart
Broadcom (AVGO)	0.4	$827k	2.7k	309.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$720k	27k	26.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$718k	8.7k	82.41	View chart
Spdr Series Trust State Street Spd (JNK)	0.3	$653k	6.9k	95.20	View chart
Chevron Corporation (CVX)	0.3	$610k	2.9k	206.90	View chart
Infosys Sponsored Adr (INFY)	0.3	$564k	42k	13.51	View chart
Icici Bank Adr (IBN)	0.3	$546k	21k	25.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$544k	3.8k	142.43	View chart
Dr Reddys Labs Adr (RDY)	0.3	$535k	39k	13.85	View chart
Wipro Spon Adr 1 Sh (WIT)	0.3	$533k	251k	2.12	View chart
Johnson & Johnson (JNJ)	0.3	$522k	2.1k	244.44	View chart
Hdfc Bank Sponsored Ads (HDB)	0.2	$499k	20k	24.88	View chart
At&t (T)	0.2	$497k	17k	28.99	View chart
3M Company (MMM)	0.2	$492k	3.4k	145.23	View chart
Abbvie (ABBV)	0.2	$484k	2.2k	217.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$473k	1.4k	337.95	View chart
Makemytrip Limited Mauritius SHS (MMYT)	0.2	$470k	13k	37.29	View chart
Verizon Communications (VZ)	0.2	$458k	9.1k	50.20	View chart
Procter & Gamble Company (PG)	0.2	$419k	2.9k	144.44	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$384k	2.9k	132.90	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$381k	3.0k	125.46	View chart
Lam Research Corp Com New (LRCX)	0.2	$380k	1.8k	213.66	View chart
Eli Lilly & Co. (LLY)	0.2	$373k	405.00	919.77	View chart
Sea Sponsord Ads (SE)	0.2	$366k	4.4k	82.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$365k	12k	30.68	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$345k	4.2k	82.43	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$343k	6.9k	49.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$334k	2.5k	135.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$329k	2.2k	148.10	View chart
Cadence Design Systems (CDNS)	0.2	$328k	1.2k	277.87	View chart
Netflix (NFLX)	0.2	$316k	3.3k	96.15	View chart
Wal-Mart Stores (WMT)	0.2	$311k	2.5k	124.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$305k	1.9k	161.73	View chart
Pdd Holdings Sponsored Ads (PDD)	0.1	$304k	3.0k	102.18	View chart
Applied Materials (AMAT)	0.1	$303k	885.00	341.79	View chart
Costco Wholesale Corporation (COST)	0.1	$296k	297.00	996.43	View chart
Baidu Spon Adr Rep A (BIDU)	0.1	$286k	2.6k	111.42	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.1	$284k	32k	8.98	View chart
Kt Corp Sponsored Adr (KT)	0.1	$283k	13k	21.45	View chart
JPMorgan Chase & Co. (JPM)	0.1	$280k	958.00	292.66	View chart
Netease Sponsored Ads (NTES)	0.1	$269k	2.4k	111.94	View chart
Synopsys (SNPS)	0.1	$268k	676.00	396.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$266k	554.00	479.20	View chart
Qualcomm (QCOM)	0.1	$265k	2.1k	128.78	View chart
Toyota Motor Corp Ads (TM)	0.1	$265k	1.3k	206.09	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$245k	6.0k	40.80	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$244k	4.3k	56.18	View chart
Cisco Systems (CSCO)	0.1	$242k	3.1k	77.17	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$239k	3.4k	70.92	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$235k	6.5k	36.18	View chart
Merck & Co (MRK)	0.1	$234k	1.9k	120.29	View chart
Linde SHS (LIN)	0.1	$228k	459.00	495.76	View chart
Lattice Semiconductor (LSCC)	0.1	$219k	2.4k	92.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$206k	412.00	499.66	View chart
Micron Technology (MU)	0.1	$203k	602.00	337.84	View chart
United Parcel Svcs CL B (UPS)	0.1	$202k	2.1k	98.38	View chart
McKesson Corporation (MCK)	0.1	$202k	233.00	865.36	View chart
Prospect Capital Corporation (PSEC)	0.0	$70k	27k	2.61	View chart

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 Q1 filed April 20, 2026

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