Arta Finance Wealth Management

Arta Finance Wealth Management as of March 31, 2026

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