Arta Finance Wealth Management

Arta Finance Wealth Management as of June 30, 2026

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 51k 370.04
Spdr Series Trust St Str Blo 1 Etf (BIL) 6.7 $16M 172k 91.37
Wisdomtree Tr Floatng Rat Trea (USFR) 6.3 $15M 292k 50.35
Select Sector Spdr Tr St Str Stapl Etf (XLP) 5.4 $13M 153k 83.07
Proshares Tr Pshs Ult S&p 500 (SSO) 5.2 $12M 179k 67.38
Ishares Tr TRS FLT RT BD (TFLO) 4.7 $11M 216k 50.48
Apple (AAPL) 4.4 $10M 35k 289.36
Alphabet Cap Stk Cl C (GOOG) 4.3 $10M 28k 353.33
Select Sector Spdr Tr St Str Care Etf (XLV) 3.9 $9.1M 57k 158.66
Meta Platforms Cl A (META) 3.8 $8.9M 16k 563.29
Microsoft Corporation (MSFT) 3.8 $8.9M 24k 373.02
Amazon (AMZN) 3.7 $8.6M 36k 238.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $7.0M 99k 71.25
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $5.1M 107k 48.32
NVIDIA Corporation (NVDA) 2.1 $5.0M 25k 200.09
Select Sector Spdr Tr St Str Util Etf (XLU) 2.0 $4.6M 102k 45.34
Tesla Motors (TSLA) 1.9 $4.5M 11k 420.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $4.2M 57k 73.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $3.8M 63k 59.69
Select Sector Spdr Tr St Str Energ Etf (XLE) 1.3 $3.0M 57k 53.11
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.7M 7.6k 357.37
Advanced Micro Devices (AMD) 1.0 $2.3M 4.0k 580.91
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.9 $2.2M 21k 107.13
Marvell Technology (MRVL) 0.8 $1.9M 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 46k 38.23
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.7 $1.7M 31k 56.22
Adobe Systems Incorporated (ADBE) 0.7 $1.6M 7.9k 205.02
salesforce (CRM) 0.7 $1.6M 10k 156.66
Intuitive Surgical Com New (ISRG) 0.6 $1.5M 3.7k 397.68
Palantir Technologies Cl A (PLTR) 0.6 $1.4M 12k 116.67
Symbotic Class A Com (SYM) 0.6 $1.3M 29k 44.95
Twilio Cl A (TWLO) 0.5 $1.2M 5.7k 206.33
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.2M 11k 108.37
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.5 $1.2M 31k 37.94
Broadcom (AVGO) 0.5 $1.1M 2.8k 377.75
Oracle Corporation (ORCL) 0.4 $1.0M 7.1k 146.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $804k 9.8k 82.32
Applied Materials (AMAT) 0.3 $798k 1.1k 723.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $783k 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 4.7k 164.27
Exxon Mobil Corporation (XOM) 0.3 $751k 5.5k 136.72
Micron Technology (MU) 0.3 $666k 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 1.5k 375.32
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $580k 3.0k 190.52
Johnson & Johnson (JNJ) 0.2 $576k 2.3k 253.97
Chevron Corporation (CVX) 0.2 $570k 3.4k 165.76
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $562k 1.2k 477.57
Icici Bank Adr (IBN) 0.2 $561k 19k 29.03
Abbvie (ABBV) 0.2 $551k 2.2k 251.64
Makemytrip Limited Mauritius SHS (MMYT) 0.2 $549k 10k 53.29
Wipro Spon Adr 1 Sh (WIT) 0.2 $548k 243k 2.25
Hdfc Bank Sponsored Ads (HDB) 0.2 $539k 21k 25.83
Infosys Sponsored Adr (INFY) 0.2 $538k 51k 10.49
Dr Reddys Labs Adr (RDY) 0.2 $531k 37k 14.49
3M Company (MMM) 0.2 $528k 3.3k 161.91
Eli Lilly & Co. (LLY) 0.2 $527k 439.00 1199.43
Synopsys (SNPS) 0.2 $515k 1.2k 446.07
Procter & Gamble Company (PG) 0.2 $506k 3.4k 146.64
Intel Corporation (INTC) 0.2 $477k 3.4k 139.63
Lattice Semiconductor (LSCC) 0.2 $460k 3.0k 152.96
Qualcomm (QCOM) 0.2 $452k 2.4k 184.79
Verizon Communications (VZ) 0.2 $435k 10k 42.34
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $412k 427.00 965.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $402k 804.00 500.39
Sea Sponsord Ads (SE) 0.2 $394k 4.1k 95.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $392k 12k 31.71
Cisco Systems (CSCO) 0.2 $380k 3.2k 117.02
JPMorgan Chase & Co. (JPM) 0.2 $378k 1.2k 325.86
Palo Alto Networks (PANW) 0.2 $367k 1.1k 341.02
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $359k 4.1k 88.54
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $352k 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 13k 27.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $329k 2.1k 158.03
United Microelectronics Corp Spon Adr New (UMC) 0.1 $326k 12k 27.21
Ishares Msci Taiwan Etf (EWT) 0.1 $324k 3.0k 108.61
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.1 $309k 7.8k 39.75
Ishares Tr Msci China Etf (MCHI) 0.1 $309k 6.0k 51.02
Baidu Spon Adr Rep A (BIDU) 0.1 $304k 2.7k 114.29
Pdd Holdings Sponsored Ads (PDD) 0.1 $291k 3.8k 76.28
Netease Sponsored Ads (NTES) 0.1 $287k 2.2k 128.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $286k 417.00 686.81
Linde SHS (LIN) 0.1 $282k 544.00 518.94
Ishares Msci Sth Kor Etf (EWY) 0.1 $280k 1.4k 201.90
Wal-Mart Stores (WMT) 0.1 $278k 2.5k 113.26
Amphenol Corp Cl A (APH) 0.1 $272k 1.5k 176.32
Kt Corp Sponsored Adr (KT) 0.1 $271k 16k 17.28
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $268k 7.5k 35.57
Toyota Motor Corp Ads (TM) 0.1 $265k 1.6k 168.42
Abbott Laboratories (ABT) 0.1 $260k 2.9k 90.74
Merck & Co (MRK) 0.1 $256k 2.0k 128.50
Visa Com Cl A (V) 0.1 $255k 743.00 343.09
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $249k 5.8k 42.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $248k 9.0k 27.70
Caterpillar (CAT) 0.1 $248k 233.00 1064.90
United Parcel Svcs CL B (UPS) 0.1 $230k 2.1k 107.50
Ishares Tr Core Intl Aggr (IAGG) 0.1 $223k 4.4k 50.18
Ge Aerospace Com New (GE) 0.1 $221k 591.00 373.26
Morgan Stanley Com New (MS) 0.1 $212k 1.0k 209.04
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $211k 106.00 1989.44
Prospect Capital Corporation (PSEC) 0.0 $64k 28k 2.31