Arta Finance Wealth Management LLC
13F Reported Value
ⓘ$202.4M
Holdings
95
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Arta Finance Wealth Management LLC disclosed 95 positions worth $202.4M in its Form 13F-HR for Q1 2026, followed by $WT. During the quarter the fund opened 11 new positions and exited 9 — including a new stake in $NFLX and a full exit from $BX. The portfolio is most concentrated in Other (52.9% of disclosed assets). All figures are sourced directly from Arta Finance Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2099257.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$17.3M189,625 sh- 62.9#716
Quality
$15.7M312,843 sh VANGUARD INDEX FDS
—Quality
$15.0M46,908 shSELECT SECTOR SPDR TR
—Quality
$11.7M142,973 shISHARES TR
—Quality
$11.5M228,780 shPROSHARES TR
—Quality
$9.6M185,528 shSELECT SECTOR SPDR TR
—Quality
$8.6M58,501 sh- 76.1
Quality
$8.5M33,362 sh - 80.9
Quality
$7.5M13,050 sh - 83.7
Quality
$7.3M19,634 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $17.3M | 189,625 |
 WisdomTree, Inc.$WT | 62.9#716 | $15.7M | 312,843 |
| VANGUARD INDEX FDS | — | $15.0M | 46,908 |
| SELECT SECTOR SPDR TR | — | $11.7M | 142,973 |
| ISHARES TR | — | $11.5M | 228,780 |
| PROSHARES TR | — | $9.6M | 185,528 |
| SELECT SECTOR SPDR TR | — | $8.6M | 58,501 |
 Apple Inc.$AAPL | 76.1 | $8.5M | 33,362 |
 Meta Platforms, Inc.$META | 80.9 | $7.5M | 13,050 |
 MICROSOFT CORP$MSFT | 83.7 | $7.3M | 19,634 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Arta Finance Wealth Management LLC's 95 positions.
Showing top 10 of 95 holdings.
Sector Allocation
Other
$107.0M
Technology
$49.1M
Financials
$24.3M
Consumer Discretionary
$8.3M
Industrials
$6.1M
Healthcare
$3.7M
Communication Services
$1.6M
Energy
$1.5M
Full Holdings — Arta Finance Wealth Management LLC (Q1 2026)
All 95 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $17.3M | 8.6% | +1% | — |
| 2 | $WT | WisdomTree, Inc. | $15.7M | 7.8% | +17% | 62.9 |
| 3 | — | VANGUARD INDEX FDS | $15.0M | 7.4% | +18% | — |
| 4 | — | SELECT SECTOR SPDR TR | $11.7M | 5.8% | +2% | — |
| 5 | — | ISHARES TR | $11.5M | 5.7% | -17% | — |
| 6 | — | PROSHARES TR | $9.6M | 4.8% | +27% | — |
| 7 | — | SELECT SECTOR SPDR TR | $8.6M | 4.2% | +4% | — |
| 8 | $AAPL | Apple Inc. | $8.5M | 4.2% | -1% | 76.1 |
| 9 | $META | Meta Platforms, Inc. | $7.5M | 3.7% | +4% | 80.9 |
| 10 | $MSFT | MICROSOFT CORP | $7.3M | 3.6% | +9% | 83.7 |
| 11 |  $AMZN | AMAZON COM INC | $7.3M | 3.6% | +8% | 74.6 |
| 12 |  $GOOGL | Alphabet Inc. | $6.6M | 3.3% | +6% | 80.2 |
| 13 | — | VANGUARD TAX-MANAGED FDS | $5.8M | 2.9% | +10% | — |
| 14 | — | VANGUARD CHARLOTTE FDS | $4.6M | 2.3% | +13% | — |
| 15 | — | SELECT SECTOR SPDR TR | $4.1M | 2.0% | +3% | — |
| 16 |  $NVDA | NVIDIA CORP | $3.8M | 1.9% | +4% | 90.2 |
| 17 | — | VANGUARD BD INDEX FDS | $3.7M | 1.9% | +7% | — |
| 18 |  $TSLA | Tesla, Inc. | $3.2M | 1.6% | +10% | 50.1 |
| 19 | — | VANGUARD INTL EQUITY INDEX F | $3.1M | 1.5% | +13% | — |
| 20 | — | SELECT SECTOR SPDR TR | $2.6M | 1.3% | -15% | — |
| 21 |  $SIVR | abrdn Silver ETF Trust | $2.1M | 1.0% | +33% | — |
| 22 |  $IAU | ISHARES GOLD TRUST | $2.1M | 1.0% | +36% | — |
| 23 |  $SGOL | abrdn Gold ETF Trust | $2.0M | 1.0% | +36% | — |
| 24 |  $GOOG | Alphabet Inc. | $2.0M | 1.0% | +3% | 80.2 |
| 25 | — | SELECT SECTOR SPDR TR | $1.7M | 0.9% | +25% | — |
| 26 |  $MRVL | Marvell Technology, Inc. | $1.4M | 0.7% | -8% | 77.3 |
| 27 |  $PLTR | Palantir Technologies Inc. | $1.3M | 0.6% | +4% | 85.8 |
| 28 |  $CRM | Salesforce, Inc. | $1.3M | 0.6% | +31% | 75.2 |
| 29 |  $ADBE | ADOBE INC. | $1.2M | 0.6% | +29% | 80.4 |
| 30 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.6% | +28% | 78.8 |
| 31 | — | ISHARES TR | $1.1M | 0.6% | +58% | — |
| 32 |  $ORCL | ORACLE CORP | $1.1M | 0.6% | -1% | 67.2 |
| 33 |  $SYM | Symbotic Inc. | $1.1M | 0.5% | +4% | 55.1 |
| 34 |  $ISRG | INTUITIVE SURGICAL INC | $1.0M | 0.5% | +11% | 81.4 |
| 35 |  $TWLO | TWILIO INC | $974,098 | 0.5% | -8% | 59.5 |
| 36 | — | GLOBAL X FDS | $917,736 | 0.5% | -8% | — |
| 37 |  $XOM | EXXON MOBIL CORP | $840,496 | 0.4% | +14% | 61.8 |
| 38 |  $AVGO | Broadcom Inc. | $827,011 | 0.4% | +2% | 86.4 |
| 39 | — | SCHWAB STRATEGIC TR | $719,857 | 0.4% | +2% | — |
| 40 | — | VANGUARD SCOTTSDALE FDS | $718,252 | 0.3% | -0% | — |
| 41 | — | SPDR SERIES TRUST | $653,325 | 0.3% | +25% | — |
| 42 |  $CVX | CHEVRON CORP | $609,941 | 0.3% | +26% | 54.7 |
| 43 |  $INFY | Infosys Ltd | $564,151 | 0.3% | +18% | — |
| 44 |  $IBN | ICICI BANK LTD | $545,946 | 0.3% | -3% | — |
| 45 | — | ISHARES TR | $543,940 | 0.3% | +38% | — |
| 46 |  $RDY | DR REDDYS LABORATORIES LTD | $535,206 | 0.3% | -13% | — |
| 47 |  $WIT | WIPRO LTD | $532,716 | 0.3% | +14% | — |
| 48 |  $JNJ | JOHNSON & JOHNSON | $521,879 | 0.3% | +17% | 72.8 |
| 49 |  $HDB | HDFC BANK LTD | $499,317 | 0.3% | +16% | — |
| 50 |  $T | AT&T INC. | $497,439 | 0.3% | +57% | 71.9 |
| 51 |  $MMM | 3M CO | $491,749 | 0.2% | +65% | 60.7 |
| 52 |  $ABBV | AbbVie Inc. | $483,698 | 0.2% | +27% | 59.3 |
| 53 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $473,130 | 0.2% | +1% | — |
| 54 |  $MMYT | MakeMyTrip Ltd | $470,339 | 0.2% | +71% | — |
| 55 |  $VZ | VERIZON COMMUNICATIONS INC | $457,924 | 0.2% | +30% | 71.6 |
| 56 |  $PG | PROCTER & GAMBLE Co | $418,876 | 0.2% | +50% | 72.9 |
| 57 | — | SELECT SECTOR SPDR TR | $383,549 | 0.2% | +10% | — |
| 58 |  $BABA | Alibaba Group Holding Ltd | $380,520 | 0.2% | +9% | — |
| 59 |  $LRCX | LAM RESEARCH CORP | $379,460 | 0.2% | +5% | 82.4 |
| 60 |  $LLY | ELI LILLY & Co | $372,507 | 0.2% | +4% | 89.3 |
| 61 |  $SE | Sea Ltd | $366,186 | 0.2% | +31% | — |
| 62 | — | SCHWAB STRATEGIC TR | $364,478 | 0.2% | +27% | — |
| 63 | — | VANGUARD INTL EQUITY INDEX F | $344,475 | 0.2% | -92% | — |
| 64 |  $IVZ | Invesco Ltd. | $343,202 | 0.2% | +45% | — |
| 65 | — | ISHARES TR | $333,464 | 0.2% | +37% | — |
| 66 | — | VANGUARD WHITEHALL FDS | $329,226 | 0.2% | +51% | — |
| 67 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $327,609 | 0.2% | +48% | 74.4 |
| 68 |  $NFLX | NETFLIX INC | $315,468 | 0.2% | NEW | 86.7 |
| 69 |  $WMT | Walmart Inc. | $310,824 | 0.1% | +3% | 63.2 |
| 70 | — | SELECT SECTOR SPDR TR | $305,023 | 0.1% | -98% | — |
| 71 |  $PDD | PDD Holdings Inc. | $303,475 | 0.1% | +3% | — |
| 72 |  $AMAT | APPLIED MATERIALS INC /DE | $302,484 | 0.1% | NEW | 74.8 |
| 73 |  $COST | COSTCO WHOLESALE CORP /NEW | $295,940 | 0.1% | NEW | 67 |
| 74 |  $BIDU | Baidu, Inc. | $286,015 | 0.1% | -1% | — |
| 75 |  $UMC | UNITED MICROELECTRONICS CORP | $283,921 | 0.1% | -20% | — |
| 76 |  $KT | KT CORP | $282,840 | 0.1% | -19% | — |
| 77 |  $JPM | JPMORGAN CHASE & CO | $280,370 | 0.1% | -36% | 35.6 |
| 78 |  $NTES | NetEase, Inc. | $268,544 | 0.1% | +14% | — |
| 79 |  $SNPS | SYNOPSYS INC | $268,020 | 0.1% | +33% | 63.1 |
| 80 |  $BRK.B | BERKSHIRE HATHAWAY INC | $265,477 | 0.1% | -34% | 64.5 |
| 81 |  $QCOM | QUALCOMM INC/DE | $265,029 | 0.1% | +44% | 81.9 |
| 82 |  $TM | TOYOTA MOTOR CORP/ | $264,826 | 0.1% | -10% | — |
| 83 | $WT | WisdomTree, Inc. | $244,963 | 0.1% | -14% | 62.9 |
| 84 | — | ISHARES TR | $244,271 | 0.1% | -98% | — |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $241,625 | 0.1% | +3% | 72.3 |
| 86 | — | ISHARES INC | $239,426 | 0.1% | NEW | — |
| 87 | — | FRANKLIN TEMPLETON ETF TR | $234,736 | 0.1% | NEW | — |
| 88 |  $MRK | Merck & Co., Inc. | $233,964 | 0.1% | NEW | 70.9 |
| 89 |  $LIN | LINDE PLC | $227,554 | 0.1% | NEW | — |
| 90 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $219,192 | 0.1% | NEW | 39.2 |
| 91 |  $MA | Mastercard Inc | $205,860 | 0.1% | -2% | 81.7 |
| 92 |  $MU | MICRON TECHNOLOGY INC | $203,380 | 0.1% | NEW | 88.4 |
| 93 |  $UPS | UNITED PARCEL SERVICE INC | $201,777 | 0.1% | NEW | 58.2 |
| 94 |  $MCK | MCKESSON CORP | $201,629 | 0.1% | NEW | 63.7 |
| 95 |  $PSEC | PROSPECT CAPITAL CORP | $70,324 | 0.0% | -57% | — |
New Positions (11)
$NFLX NETFLIX INC$315,468$AMAT APPLIED MATERIALS INC /DE$302,484$COST COSTCO WHOLESALE CORP /NEW$295,940$MRK Merck & Co., Inc.$233,964$LIN LINDE PLC$227,554$LSCC LATTICE SEMICONDUCTOR CORP$219,192$MU MICRON TECHNOLOGY INC$203,380$UPS UNITED PARCEL SERVICE INC$201,777$MCK MCKESSON CORP$201,629
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