Arta Finance Wealth Management LLC
13F Reported Value
ⓘ$233.7M
Holdings
105
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Arta Finance Wealth Management LLC disclosed 105 positions worth $233.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 5 — including a new stake in $INTC and a full exit from $NFLX. The portfolio is most concentrated in Other (50.8% 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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$18.7M50,481 shSPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$15.7M171,979 sh- 59.9#903
Quality
$14.7M292,338 sh SELECT SECTOR SPDR TR - ST STR STAPL ETF
—Quality
$12.7M152,908 shPROSHARES TR - PSHS ULT S&P 500
—Quality
$12.1M179,193 shISHARES TR - TRS FLT RT BD
—Quality
$10.9M216,130 sh- 76.4
Quality
$10.2M35,197 sh - 78.2
Quality
$10.0M28,265 sh SELECT SECTOR SPDR TR - ST STR CARE ETF
—Quality
$9.1M57,207 sh- 79.6
Quality
$8.9M15,863 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $18.7M | 50,481 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $15.7M | 171,979 |
 WisdomTree, Inc.$WT | 59.9#903 | $14.7M | 292,338 |
| SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $12.7M | 152,908 |
| PROSHARES TR - PSHS ULT S&P 500 | — | $12.1M | 179,193 |
| ISHARES TR - TRS FLT RT BD | — | $10.9M | 216,130 |
 Apple Inc.$AAPL | 76.4 | $10.2M | 35,197 |
 Alphabet Inc.$GOOGL | 78.2 | $10.0M | 28,265 |
| SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $9.1M | 57,207 |
 Meta Platforms, Inc.$META | 79.6 | $8.9M | 15,863 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Arta Finance Wealth Management LLC's 105 positions.
Showing top 10 of 105 holdings.
Sector Allocation
Other
$118.8M
Technology
$66.0M
Financials
$23.0M
Consumer Discretionary
$9.4M
Industrials
$8.6M
Healthcare
$4.7M
Energy
$1.3M
Communication Services
$1.1M
Full Holdings — Arta Finance Wealth Management LLC (Q2 2026)
All 105 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 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $18.7M | 8.0% | +8% | — |
| 2 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $15.7M | 6.7% | -9% | — |
| 3 | $WT | WisdomTree, Inc. | $14.7M | 6.3% | -7% | 59.9 |
| 4 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $12.7M | 5.4% | +7% | — |
| 5 | — | PROSHARES TR - PSHS ULT S&P 500 | $12.1M | 5.2% | -3% | — |
| 6 | — | ISHARES TR - TRS FLT RT BD | $10.9M | 4.7% | -6% | — |
| 7 | $AAPL | Apple Inc. | $10.2M | 4.4% | +6% | 76.4 |
| 8 | $GOOGL | Alphabet Inc. | $10.0M | 4.3% | +23% | 78.2 |
| 9 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $9.1M | 3.9% | -2% | — |
| 10 | $META | Meta Platforms, Inc. | $8.9M | 3.8% | +22% | 79.6 |
| 11 |  $MSFT | MICROSOFT CORP | $8.9M | 3.8% | +21% | 79.8 |
| 12 |  $AMZN | AMAZON COM INC | $8.6M | 3.7% | +4% | 68.7 |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $7.0M | 3.0% | +8% | — |
| 14 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $5.1M | 2.2% | +11% | — |
| 15 |  $NVDA | NVIDIA CORP | $5.0M | 2.1% | +14% | 85.9 |
| 16 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $4.6M | 2.0% | +15% | — |
| 17 |  $TSLA | Tesla, Inc. | $4.5M | 1.9% | +26% | 53.9 |
| 18 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $4.2M | 1.8% | +12% | — |
| 19 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.8M | 1.6% | +9% | — |
| 20 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.0M | 1.3% | +35% | — |
| 21 |  $GOOG | Alphabet Inc. | $2.7M | 1.2% | +11% | 78.2 |
| 22 |  $AMD | ADVANCED MICRO DEVICES INC | $2.3M | 1.0% | -29% | 79.8 |
| 23 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $2.2M | 0.9% | +31% | — |
| 24 |  $MRVL | Marvell Technology, Inc. | $1.9M | 0.8% | -56% | 76.5 |
| 25 |  $IAU | ISHARES GOLD TRUST | $1.8M | 0.8% | +2% | — |
| 26 |  $SGOL | abrdn Gold ETF Trust | $1.8M | 0.8% | +2% | — |
| 27 |  $SIVR | abrdn Silver ETF Trust | $1.7M | 0.7% | +5% | — |
| 28 |  $ADBE | ADOBE INC. | $1.6M | 0.7% | +62% | 77.6 |
| 29 |  $CRM | Salesforce, Inc. | $1.6M | 0.7% | +47% | 77 |
| 30 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.6% | +67% | 79.9 |
| 31 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.6% | +36% | 84.6 |
| 32 |  $SYM | Symbotic Inc. | $1.3M | 0.6% | +48% | 67.8 |
| 33 |  $TWLO | TWILIO INC | $1.2M | 0.5% | -26% | 70.4 |
| 34 | — | ISHARES TR - TIPS BD ETF | $1.2M | 0.5% | +7% | — |
| 35 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $1.2M | 0.5% | +11% | — |
| 36 |  $AVGO | Broadcom Inc. | $1.1M | 0.5% | +6% | 84.5 |
| 37 |  $ORCL | ORACLE CORP | $1.0M | 0.5% | -7% | 66.2 |
| 38 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $803,671 | 0.3% | +12% | — |
| 39 |  $AMAT | APPLIED MATERIALS INC /DE | $798,192 | 0.3% | +25% | 72.3 |
| 40 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $782,655 | 0.3% | +10% | — |
| 41 |  $LRCX | LAM RESEARCH CORP | $779,127 | 0.3% | +1% | 79.4 |
| 42 | — | ISHARES TR - CORE S&P TTL STK | $777,818 | 0.3% | +24% | — |
| 43 |  $XOM.R34088 | EXXON MOBIL CORP | $750,730 | 0.3% | +11% | 57.9 |
| 44 |  $MU | MICRON TECHNOLOGY INC | $665,923 | 0.3% | -4% | 86.2 |
| 45 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $660,524 | 0.3% | +0% | — |
| 46 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $581,371 | 0.3% | +31% | 72.6 |
| 47 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $579,752 | 0.3% | +5% | — |
| 48 |  $JNJ | JOHNSON & JOHNSON | $575,750 | 0.3% | +6% | 69 |
| 49 |  $CVX | CHEVRON CORP | $569,883 | 0.2% | +17% | 62.8 |
| 50 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $562,100 | 0.2% | -16% | — |
| 51 |  $IBN | ICICI BANK LTD | $561,295 | 0.2% | -8% | — |
| 52 |  $ABBV | AbbVie Inc. | $551,343 | 0.2% | -1% | 72.6 |
| 53 |  $MMYT | MakeMyTrip Ltd | $548,461 | 0.2% | -18% | — |
| 54 |  $WIT | WIPRO LTD | $547,675 | 0.2% | -3% | — |
| 55 |  $HDB | HDFC BANK LTD | $538,478 | 0.2% | +4% | — |
| 56 |  $INFY | Infosys Ltd | $537,529 | 0.2% | +23% | — |
| 57 |  $RDY | DR REDDYS LABORATORIES LTD | $531,160 | 0.2% | -5% | — |
| 58 |  $MMM | 3M CO | $527,665 | 0.2% | -4% | 64.9 |
| 59 |  $LLY | ELI LILLY & Co | $526,550 | 0.2% | +8% | 87.5 |
| 60 |  $SNPS | SYNOPSYS INC | $514,765 | 0.2% | +71% | 67.9 |
| 61 |  $PG | PROCTER & GAMBLE Co | $505,468 | 0.2% | +19% | 64.6 |
| 62 |  $INTC | INTEL CORP | $477,116 | 0.2% | NEW | 45.6 |
| 63 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $459,798 | 0.2% | +27% | 48.7 |
| 64 |  $QCOM | QUALCOMM INC/DE | $451,812 | 0.2% | +19% | 70.5 |
| 65 |  $VZ | VERIZON COMMUNICATIONS INC | $434,705 | 0.2% | +13% | 65.8 |
| 66 |  $STX | Seagate Technology Holdings plc | $412,055 | 0.2% | NEW | — |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $402,314 | 0.2% | +45% | 73.8 |
| 68 |  $SE | Sea Ltd | $394,340 | 0.2% | -7% | — |
| 69 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $392,031 | 0.2% | +4% | — |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $379,854 | 0.2% | +4% | 70.3 |
| 71 |  $JPM | JPMORGAN CHASE & CO | $378,000 | 0.2% | +21% | 70.7 |
| 72 |  $PANW | Palo Alto Networks Inc | $366,596 | 0.2% | NEW | 65.5 |
| 73 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $359,118 | 0.1% | -3% | — |
| 74 |  $BABA | Alibaba Group Holding Ltd | $352,439 | 0.1% | +21% | — |
| 75 |  $IVZ | Invesco Ltd. | $351,609 | 0.1% | -0% | — |
| 76 |  $T | AT&T INC. | $349,168 | 0.1% | -2% | 65.7 |
| 77 | — | ISHARES TR - CORE HIGH DV ETF | $341,611 | 0.1% | +407% | — |
| 78 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $329,018 | 0.1% | -6% | — |
| 79 |  $UMC | UNITED MICROELECTRONICS CORP | $325,676 | 0.1% | -62% | — |
| 80 | — | ISHARES INC - MSCI TAIWAN ETF | $323,549 | 0.1% | -12% | — |
| 81 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | $308,897 | 0.1% | +20% | — |
| 82 | — | ISHARES TR - MSCI CHINA ETF | $308,599 | 0.1% | +39% | — |
| 83 |  $BIDU | Baidu, Inc. | $304,011 | 0.1% | +4% | 27 |
| 84 |  $PDD | PDD Holdings Inc. | $290,703 | 0.1% | +28% | — |
| 85 |  $NTES | NetEase, Inc. | $286,521 | 0.1% | -7% | — |
| 86 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $286,400 | 0.1% | NEW | — |
| 87 |  $LIN | LINDE PLC | $282,303 | 0.1% | +19% | — |
| 88 | — | ISHARES INC - MSCI STH KOR ETF | $279,833 | 0.1% | NEW | — |
| 89 |  $WMT | Walmart Inc. | $277,600 | 0.1% | -2% | 60.2 |
| 90 |  $APH | AMPHENOL CORP /DE/ | $272,414 | 0.1% | NEW | 79.3 |
| 91 |  $KT | KT CORP | $270,691 | 0.1% | +19% | — |
| 92 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | $267,771 | 0.1% | NEW | — |
| 93 |  $TM | TOYOTA MOTOR CORP/ | $265,262 | 0.1% | +23% | — |
| 94 |  $ABT | ABBOTT LABORATORIES | $260,061 | 0.1% | NEW | 65.5 |
| 95 |  $MRK | Merck & Co., Inc. | $255,586 | 0.1% | +2% | 59.9 |
| 96 |  $V | VISA INC. | $254,916 | 0.1% | NEW | 82.9 |
| 97 | $WT | WisdomTree, Inc. | $248,851 | 0.1% | -3% | 59.9 |
| 98 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $248,303 | 0.1% | NEW | — |
| 99 |  $CAT | CATERPILLAR INC | $248,122 | 0.1% | NEW | 66.5 |
| 100 |  $UPS | UNITED PARCEL SERVICE INC | $230,050 | 0.1% | +4% | 58.6 |
| 101 | — | ISHARES TR - CORE INTL AGGR | $222,619 | 0.1% | NEW | — |
| 102 |  $GE | GENERAL ELECTRIC CO | $220,599 | 0.1% | NEW | 73.8 |
| 103 |  $MS | MORGAN STANLEY | $211,967 | 0.1% | NEW | 75.8 |
| 104 |  $ASML | ASML HOLDING NV | $210,881 | 0.1% | NEW | — |
| 105 |  $PSEC | PROSPECT CAPITAL CORP | $63,770 | 0.0% | +2% | 33.8 |
New Positions (15)
$INTC INTEL CORP$477,116$STX Seagate Technology Holdings plc$412,055$PANW Palo Alto Networks Inc$366,596$APH AMPHENOL CORP /DE/$272,414$ABT ABBOTT LABORATORIES$260,061$V VISA INC.$254,916$CAT CATERPILLAR INC$248,122$GE GENERAL ELECTRIC CO$220,599$MS MORGAN STANLEY$211,967$ASML ASML HOLDING NV$210,881
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