Arta Finance Wealth Management LLC
Sector Allocation
- Other50.8%$118.8M
- Technology28.6%$66.8M
- Financials9.8%$23.0M
- Consumer Discretionary6.3%$14.6M
- Healthcare2.0%$4.7M
- Industrials1.0%$2.4M
- Energy0.6%$1.3M
- Communication Services0.5%$1.1M
- Consumer Staples0.3%$783,068
- Materials0.1%$282,303
AUM History
13fpro.ai/research/fund/arta-finance-wealth-management-llc-2099257
Conviction and streaks
Diversifying · top 10 = 52.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$18.7M
- SPDR$15.7M
WT
$14.7M- SELECT$12.7M
- PROSHARES$12.1M
- ISHARES$10.9M
AAPL
$10.2MGOOG
$10.0M- SELECT$9.1M
META
$8.9MMSFT
$8.9MAMZN
$8.6M- VANGUARD$7.0M
- VANGUARD$5.1M
NVDA
$5.0M- SELECT$4.6M
TSLA
$4.5M- VANGUARD$4.2M
- VANGUARD$3.8M
- SELECT$3.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/arta-finance-wealth-management-llc-2099257
Arta Finance Wealth Management LLC 13F holdings — Q2 2026
$233.7M portfolio (+15.4% QoQ) · 105 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$18.7M
8.0% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR BLO 1 ETF
$15.7M
6.7% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— $14.7M
6.3% of stocks
-7%This quarter-7.6%Since filed3+ qtrsHeld- 4
SELECT SECTOR SPDR TR - ST STR STAPL ETF
$12.7M
5.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
PROSHARES TR - PSHS ULT S&P 500
$12.1M
5.2% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - TRS FLT RT BD
$10.9M
4.7% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $10.2M
4.4% of stocks
+6%This quarter+12.7%Since filed3+ qtrsHeld$10.0M
4.3% of stocks
+23%This quarter-8.7%Since filed3+ qtrsHeld- 9
SELECT SECTOR SPDR TR - ST STR CARE ETF
$9.1M
3.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.9M
3.8% of stocks
+22%This quarter+6.0%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $14.7M | 6.3% | -7% | -7.6% | 3+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $10.2M | 4.4% | +6% | +12.7% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $10.0M | 4.3% | +23% | -8.7% | 3+ qtrsAdded 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SELECT SECTOR SPDR TR - ST STR CARE ETF | $9.1M | 3.9% | -2% | — | — | — | — | |
| 10 | $8.9M | 3.8% | +22% | +6.0% | 3+ qtrsAdded 2 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Arta Finance Wealth Management LLC (Q2 2026)
105 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $8.9M | 3.8% | 24K | +21% | 3+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $8.6M | 3.7% | 36K | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $7.0M | 3.0% | 99K | +8% | — | — | 13F |
| 14 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $5.1M | 2.2% | 107K | +11% | — | — | 13F |
| 15 | NVIDIA CORP | Technology | $5.0M | 2.1% | 25K | +14% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund | — | $4.6M | 2.0% | 102K | +15% | — | — | 13F |
| 17 | Tesla, Inc. | Consumer Discretionary | $4.5M | 1.9% | 11K | +26% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $4.2M | 1.8% | 57K | +12% | — | — | 13F |
| 19 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $3.8M | 1.6% | 63K | +9% | — | — | 13F |
| 20 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $3.0M | 1.3% | 57K | +35% | — | — | 13F |
| 21 | Alphabet Inc. | Technology | $2.7M | 1.2% | 7,636 | +11% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ADVANCED MICRO DEVICES INC | Technology | $2.3M | 1.0% | 3,988 | -29% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $2.2M | 0.9% | 21K | +31% | — | — | 13F |
| 24 | Marvell Technology, Inc. | Technology | $1.9M | 0.8% | 6,277 | -56% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ISHARES GOLD TRUSTetf/fund | Financials | $1.8M | 0.8% | 24K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SGOL | abrdn Gold ETF Trust | Financials | $1.8M | 0.8% | 46K | +2% | |||
| 27 | $SIVR | abrdn Silver ETF Trust | Financials | $1.7M | 0.7% | 31K | +5% | |||
| 28 | $ADBE | ADOBE INC. | Technology | $1.6M | 0.7% | 7,861 | +62% | |||
| 29 | $CRM | Salesforce, Inc. | Technology | $1.6M | 0.7% | 10K | +47% | |||
| 30 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.5M | 0.6% | 3,736 | +67% | |||
| 31 | $PLTR | Palantir Technologies Inc. | Technology | $1.4M | 0.6% | 12K | +36% | |||
| 32 | $SYM | Symbotic Inc. | Industrials | $1.3M | 0.6% | 29K | +48% | |||
| 33 | $TWLO | TWILIO INC | Technology | $1.2M | 0.5% | 5,744 | -26% | |||
| 34 | — | ISHARES TR - TIPS BD ETF | — | $1.2M | 0.5% | 11K | +7% | |||
| 35 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $1.2M | 0.5% | 31K | +11% | |||
| 36 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.5% | 2,839 | +6% | |||
| 37 | $ORCL | ORACLE CORP | Technology | $1.0M | 0.5% | 7,098 | -7% | |||
| 38 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $804K | 0.3% | 9,763 | +12% | |||
| 39 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $798K | 0.3% | 1,104 | +25% | |||
| 40 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $783K | 0.3% | 30K | +10% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $779K | 0.3% | 1,798 | +1% | |||
| 42 | — | ISHARES TR - CORE S&P TTL STK | — | $778K | 0.3% | 4,735 | +24% | |||
| 43 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $751K | 0.3% | 5,491 | +11% | |||
| 44 | $MU | MICRON TECHNOLOGY INC | Technology | $666K | 0.3% | 577 | -4% | |||
| 45 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $661K | 0.3% | 6,892 | +0.4% | |||
| 46 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $581K | 0.3% | 1,549 | +31% | |||
| 47 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $580K | 0.3% | 3,043 | +5% | |||
| 48 | $JNJ | JOHNSON & JOHNSON | Healthcare | $576K | 0.3% | 2,267 | +6% | |||
| 49 | $CVX | CHEVRON CORP | Energy | $570K | 0.2% | 3,438 | +17% | |||
| 50 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $562K | 0.2% | 1,177 | -16% | |||
| 51 | $IBN | ICICI BANK LTD | Financials | $561K | 0.2% | 19K | -8% | |||
| 52 | $ABBV | AbbVie Inc. | Healthcare | $551K | 0.2% | 2,191 | -1% | |||
| 53 | $MMYT | MakeMyTrip Ltd | Consumer Discretionary | $548K | 0.2% | 10K | -18% | |||
| 54 | $WIT | WIPRO LTD | Technology | $548K | 0.2% | 243K | -3% | |||
| 55 | $HDB | HDFC BANK LTD | Financials | $538K | 0.2% | 21K | +4% | |||
| 56 | $INFY | Infosys Ltd | Technology | $538K | 0.2% | 51K | +23% | |||
| 57 | $RDY | DR REDDYS LABORATORIES LTD | Healthcare | $531K | 0.2% | 37K | -5% | |||
| 58 | $MMM | 3M CO | Healthcare | $528K | 0.2% | 3,259 | -4% | |||
| 59 | $LLY | ELI LILLY & Co | Healthcare | $527K | 0.2% | 439 | +8% | |||
| 60 | $SNPS | SYNOPSYS INC | Technology | $515K | 0.2% | 1,154 | +71% | |||
| 61 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $505K | 0.2% | 3,447 | +19% | |||
| 62 | $INTC | INTEL CORP | Technology | $477K | 0.2% | 3,417 | New | |||
| 63 | $LSCC | LATTICE SEMICONDUCTOR CORP | Technology | $460K | 0.2% | 3,006 | +27% | |||
| 64 | $QCOM | QUALCOMM INC/DE | Technology | $452K | 0.2% | 2,445 | +19% | |||
| 65 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $435K | 0.2% | 10K | +13% | |||
| 66 | $STX | Seagate Technology Holdings plc | Technology | $412K | 0.2% | 427 | New | |||
| 67 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $402K | 0.2% | 804 | +45% | |||
| 68 | $SE | Sea Ltd | Industrials | $394K | 0.2% | 4,115 | -7% | |||
| 69 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $392K | 0.2% | 12K | +4% | |||
| 70 | $CSCO | CISCO SYSTEMS, INC. | Technology | $380K | 0.2% | 3,246 | +4% | |||
| 71 | $JPM | JPMORGAN CHASE & CO | Financials | $378K | 0.2% | 1,160 | +21% | |||
| 72 | $PANW | Palo Alto Networks Inc | Technology | $367K | 0.2% | 1,075 | New | |||
| 73 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $359K | 0.1% | 4,056 | -3% | |||
| 74 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $352K | 0.1% | 3,672 | +21% | |||
| 75 | $IVZ | Invesco Ltd. | Financials | $352K | 0.1% | 6,916 | -0.0% | |||
| 76 | $T | AT&T INC. | Communication Services | $349K | 0.1% | 17K | -2% | |||
| 77 | — | ISHARES TR - CORE HIGH DV ETF | — | $342K | 0.1% | 12K | +407% | |||
| 78 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $329K | 0.1% | 2,082 | -6% | |||
| 79 | $UMC | UNITED MICROELECTRONICS CORP | Technology | $326K | 0.1% | 12K | -62% | |||
| 80 | — | ISHARES INC - MSCI TAIWAN ETF | — | $324K | 0.1% | 2,979 | -12% | |||
| 81 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | — | $309K | 0.1% | 7,771 | +20% | |||
| 82 | — | ISHARES TR - MSCI CHINA ETF | — | $309K | 0.1% | 6,048 | +39% | |||
| 83 | $BIDU | Baidu, Inc. | Technology | $304K | 0.1% | 2,660 | +4% | |||
| 84 | $PDD | PDD Holdings Inc. | Consumer Discretionary | $291K | 0.1% | 3,811 | +28% | |||
| 85 | $NTES | NetEase, Inc. | Technology | $287K | 0.1% | 2,236 | -7% | |||
| 86 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $286K | 0.1% | 417 | New | |||
| 87 | $LIN | LINDE PLC | Materials | $282K | 0.1% | 544 | +19% | |||
| 88 | — | ISHARES INC - MSCI STH KOR ETF | — | $280K | 0.1% | 1,386 | New | |||
| 89 | $WMT | Walmart Inc. | Consumer Staples | $278K | 0.1% | 2,451 | -2% | |||
| 90 | $APH | AMPHENOL CORP /DE/ | Technology | $272K | 0.1% | 1,545 | New | |||
| 91 | $KT | KT CORP | Communication Services | $271K | 0.1% | 16K | +19% | |||
| 92 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | — | $268K | 0.1% | 7,528 | New | |||
| 93 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $265K | 0.1% | 1,575 | +23% | |||
| 94 | $ABT | ABBOTT LABORATORIES | Healthcare | $260K | 0.1% | 2,866 | New | |||
| 95 | $MRK | Merck & Co., Inc. | Healthcare | $256K | 0.1% | 1,989 | +2% | |||
| 96 | $V | VISA INC. | Financials | $255K | 0.1% | 743 | New | |||
| 97 | $WT | WisdomTree, Inc. | Financials | $249K | 0.1% | 5,817 | -3% | |||
| 98 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $248K | 0.1% | 8,964 | New | |||
| 99 | $CAT | CATERPILLAR INC | Industrials | $248K | 0.1% | 233 | New | |||
| 100 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $230K | 0.1% | 2,140 | +4% | |||
| 101 | — | ISHARES TR - CORE INTL AGGR | — | $223K | 0.1% | 4,436 | New | |||
| 102 | $GE | GENERAL ELECTRIC CO | Industrials | $221K | 0.1% | 591 | New | |||
| 103 | $MS | MORGAN STANLEY | Financials | $212K | 0.1% | 1,014 | New | |||
| 104 | $ASML | ASML HOLDING NV | Technology | $211K | 0.1% | 106 | New | |||
| 105 | $PSEC | PROSPECT CAPITAL CORP | Other | $64K | 0.0% | 28K | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 63 added to, 27 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$INTCINTEL CORP$477K
first bought this quarter
$STXSeagate Technology Holdings plc$412K
first bought this quarter
$PANWPalo Alto Networks Inc$367K
first bought this quarter
- VANGUARD INDEX FDS - S&P 500 ETF SHS$286K
first bought this quarter
- ISHARES INC - MSCI STH KOR ETF$280K
first bought this quarter
$APHAMPHENOL CORP /DE/$272K
first bought this quarter
+9 more in the Excel export
Added to (63)
now $10.0M · held 3+ qtrs, 2 adds in a row
now $8.9M · held 3+ qtrs, 2 adds in a row
now $8.9M · held 3+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - TOTAL STK MKT+8%
now $18.7M
now $4.5M · held 3+ qtrs, 2 adds in a row
- SELECT SECTOR SPDR TR - ST STR STAPL ETF+7%
now $12.7M
+57 more in the Excel export
Trimmed (27)
$MRVLMarvell Technology, Inc.-56%
now $1.9M · held 3+ qtrs, 2 trims in a row
- SPDR SERIES TRUST - ST STR BLO 1 ETF-9%
now $15.7M
now $14.7M · held 3+ qtrs
$AMDADVANCED MICRO DEVICES INC-29%
now $2.3M · held 3+ qtrs
- ISHARES TR - TRS FLT RT BD-6%
now $10.9M
$UMCUNITED MICROELECTRONICS CORP-62%
now $326K · held 3+ qtrs, 2 trims in a row
+21 more in the Excel export
Holdings by quarter
Every 13F Arta Finance Wealth Management LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Arta Finance Wealth Management?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Arta Finance Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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