Arta Finance Wealth Management LLC
CIK 2099257 · View on SEC EDGAR ↗
- Portfolio value
- $233.7M
- Positions
- 105
- As of
- June 30, 2026
#5,946 of 9,443 by 13F value · top 63.0%
Portfolio value QoQ: +15.4% 13F does not disclose cash
- Top 10 holdings weight
- 52.63%
- Top 25 holdings weight
- 80.74%
- Positions above 1%
- 21
- Effective number of positions
- 27.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.65% Est. buys $23,128,344 · sells $10,134,937
- New positions
- 15
- Increased
- 63
- Decreased
- 27
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
18.8%
Communication Services
9.5%
Retail
4.2%
Consumer Discretionary
2.3%
Healthcare
1.8%
Industrials
1.1%
Energy
0.6%
Financials
0.6%
Telecommunication
0.5%
Consumer products
0.2%
Communications
0.2%
Financial Services
0.2%
Materials
0.1%
Logistics & Transportation
0.1%
Other/Unmapped
59.8%
Full portfolio 105 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $18,679,989 | 7.99% | 50,481 | $3,631,434 | Up ×2 | ||
| BIL | $15,714,136 | 6.73% | 171,979 | $-1,613,105 | Down ×1 | ||
| USFR | $14,719,218 | 6.30% | 292,338 | $-1,029,299 | Down ×1 | ||
| XLP XLP | $12,702,068 | 5.44% | 152,908 | $981,141 | Up ×2 | ||
| SSO | $12,074,024 | 5.17% | 179,193 | $2,448,831 | Down ×1 | ||
| TFLO | $10,909,210 | 4.67% | 216,130 | $-639,253 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $10,184,604 | 4.36% | 35,197 | $1,717,662 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $9,986,872 | 4.27% | 28,265 | $3,408,312 | Up ×2 | ||
| XLV XLV | $9,076,463 | 3.88% | 57,207 | $499,631 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8,935,469 | 3.82% | 15,863 | $1,469,173 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $8,881,979 | 3.80% | 23,811 | $1,614,061 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,607,411 | 3.68% | 36,114 | $1,347,744 | Up ×2 | ||
| VEA | $7,022,685 | 3.01% | 98,564 | $1,189,611 | Up ×2 | ||
| BNDX Vanguard Total International Bond ETF | $5,148,465 | 2.20% | 106,552 | $562,066 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,013,455 | 2.15% | 25,056 | $1,166,889 | Up ×2 | ||
| XLU XLU | $4,603,869 | 1.97% | 101,541 | $550,681 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4,530,283 | 1.94% | 10,771 | $1,344,014 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $4,188,801 | 1.79% | 57,251 | $444,884 | Up ×2 | ||
| VWO | $3,759,575 | 1.61% | 62,985 | $633,809 | Up ×2 | ||
| XLE XLE | $3,001,830 | 1.28% | 56,521 | $439,630 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,728,877 | 1.17% | 7,636 | $753,052 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,316,669 | 0.99% | 3,988 | $1,175,834 | Down ×1 | ||
| XLC XLC | $2,204,414 | 0.94% | 20,577 | $456,484 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1,869,856 | 0.80% | 6,277 | $448,885 | Down ×2 | ||
| IAU | $1,801,065 | 0.77% | 23,852 | $-265,405 | Up ×2 | ||
| SGOL | $1,763,053 | 0.75% | 46,117 | $-249,264 | Up ×2 | ||
| SIVR | $1,719,320 | 0.74% | 30,582 | $-370,689 | Up ×2 | ||
| ADBE Adobe Inc. - Common Stock | $1,611,662 | 0.69% | 7,861 | $431,752 | Up ×2 | ||
| CRM Salesforce, Inc. Common Stock | $1,606,392 | 0.69% | 10,254 | $305,675 | Up ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1,485,732 | 0.64% | 3,736 | $454,958 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,410,890 | 0.60% | 12,093 | $109,876 | Up ×2 | ||
| SYM Symbotic Inc. - Class A Common Stock | $1,313,394 | 0.56% | 29,219 | $261,470 | Up ×2 | ||
| TWLO Twilio Inc. Class A Common Stock | $1,185,160 | 0.51% | 5,744 | $211,062 | Down ×2 | ||
| TIP | $1,183,531 | 0.51% | 10,921 | $58,300 | Up ×2 | ||
| BOTZ Global X Robotics & Artificial Intelligence ETF | $1,168,021 | 0.50% | 30,786 | $250,285 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1,072,432 | 0.46% | 2,839 | $245,421 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $1,040,212 | 0.45% | 7,098 | $-76,794 | Down ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $803,671 | 0.34% | 9,763 | $85,419 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $798,192 | 0.34% | 1,104 | $495,708 | Up ×1 | ||
| SCHP | $782,655 | 0.33% | 29,783 | $62,798 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $779,127 | 0.33% | 1,798 | $399,667 | Up ×2 | ||
| ITOT | $777,818 | 0.33% | 4,735 | $233,878 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $750,730 | 0.32% | 5,491 | $-89,766 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $665,923 | 0.29% | 577 | $462,543 | Down ×1 | ||
| JNK | $660,524 | 0.28% | 6,892 | $7,199 | Up ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $581,371 | 0.25% | 1,549 | $253,762 | Up ×2 | ||
| XLK XLK | $579,752 | 0.25% | 3,043 | $196,203 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $575,750 | 0.25% | 2,267 | $53,871 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $569,883 | 0.24% | 3,438 | $-40,058 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $562,100 | 0.24% | 1,177 | $88,970 | Down ×1 | ||
| IBN ICICI Bank Limited Common Stock | $561,295 | 0.24% | 19,335 | $15,349 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $551,343 | 0.24% | 2,191 | $67,645 | Down ×1 | ||
| MMYT MakeMyTrip Limited - Ordinary Shares | $548,461 | 0.23% | 10,292 | $78,122 | Down ×1 | ||
| WIT Wipro Limited Common Stock | $547,675 | 0.23% | 243,411 | $14,959 | Down ×1 | ||
| HDB HDFC Bank Limited Common Stock | $538,478 | 0.23% | 20,847 | $39,161 | Up ×2 | ||
| INFY Infosys Limited American Depositary Shares | $537,529 | 0.23% | 51,242 | $-26,622 | Up ×2 | ||
| RDY Dr. Reddy's Laboratories Ltd Common Stock | $531,160 | 0.23% | 36,657 | $-4,046 | Down ×2 | ||
| MMM 3M Company Common Stock | $527,665 | 0.23% | 3,259 | $35,916 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $526,550 | 0.23% | 439 | $154,043 | Up ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $514,765 | 0.22% | 1,154 | $246,745 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $505,468 | 0.22% | 3,447 | $86,592 | Up ×2 | ||
| INTC Intel Corporation - Common Stock | $477,116 | 0.20% | 3,417 | Up ×1 | |||
| LSCC Lattice Semiconductor Corporation - Common Stock | $459,798 | 0.20% | 3,006 | $240,606 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $451,812 | 0.19% | 2,445 | $186,783 | Up ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $434,705 | 0.19% | 10,267 | $-23,219 | Up ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $412,055 | 0.18% | 427 | Up ×1 | |||
| BRKB | $402,314 | 0.17% | 804 | $136,837 | Up ×1 | ||
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | $394,340 | 0.17% | 4,115 | $28,154 | Down ×1 | ||
| SCHD | $392,031 | 0.17% | 12,363 | $27,553 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $379,854 | 0.16% | 3,246 | $138,229 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $378,000 | 0.16% | 1,160 | $97,630 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $366,596 | 0.16% | 1,075 | Up ×1 | |||
| VGK | $359,118 | 0.15% | 4,056 | $14,643 | Down ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $352,439 | 0.15% | 3,672 | $-28,081 | Up ×2 | ||
| SPHD | $351,609 | 0.15% | 6,916 | $8,407 | Down ×1 | ||
| T AT&T Inc. | $349,168 | 0.15% | 16,868 | $-148,271 | Down ×1 | ||
| HDV | $341,611 | 0.15% | 12,463 | $8,147 | Up ×2 | ||
| VYM | $329,018 | 0.14% | 2,082 | $-208 | Down ×1 | ||
| UMC United Microelectronics Corporation (NEW) Common Stock | $325,676 | 0.14% | 11,969 | $41,755 | Down ×2 | ||
| EWT | $323,549 | 0.14% | 2,979 | $84,123 | Down ×1 | ||
| FLJP | $308,897 | 0.13% | 7,771 | $74,161 | Up ×1 | ||
| MCHI iShares MSCI China ETF | $308,599 | 0.13% | 6,048 | $64,328 | Up ×1 | ||
| BIDU Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share | $304,011 | 0.13% | 2,660 | $17,996 | Up ×1 | ||
| PDD PDD Holdings Inc. - American Depositary Shares | $290,703 | 0.12% | 3,811 | $-12,772 | Up ×2 | ||
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | $286,521 | 0.12% | 2,236 | $17,977 | Down ×1 | ||
| VOO | $286,400 | 0.12% | 417 | Up ×1 | |||
| LIN Linde plc - Ordinary Shares | $282,303 | 0.12% | 544 | $54,749 | Up ×1 | ||
| EWY | $279,833 | 0.12% | 1,386 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $277,600 | 0.12% | 2,451 | $-33,224 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $272,414 | 0.12% | 1,545 | ||||
| KT KT Corporation Common Stock | $270,691 | 0.12% | 15,665 | $-12,149 | Up ×1 | ||
| FLIN | $267,771 | 0.11% | 7,528 | Up ×1 | |||
| TM Toyota Motor Corporation Common Stock | $265,262 | 0.11% | 1,575 | $436 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $260,061 | 0.11% | 2,866 | Up ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $255,586 | 0.11% | 1,989 | $21,622 | Up ×1 | ||
| V Visa Inc. | $254,916 | 0.11% | 743 | ||||
| EPI | $248,851 | 0.11% | 5,817 | $3,888 | Down ×2 | ||
| SCHF | $248,303 | 0.11% | 8,964 | Up ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $248,122 | 0.11% | 233 | Up ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $230,050 | 0.10% | 2,140 | $28,273 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| INTC | $477,116 | 3,417 | 0.20% |
| STX | $412,055 | 427 | 0.18% |
| PANW | $366,596 | 1,075 | 0.16% |
| VOO | $286,400 | 417 | 0.12% |
| EWY | $279,833 | 1,386 | 0.12% |
| APH | $272,414 | 1,545 | 0.12% |
| FLIN | $267,771 | 7,528 | 0.11% |
| ABT | $260,061 | 2,866 | 0.11% |
| V | $254,916 | 743 | 0.11% |
| SCHF | $248,303 | 8,964 | 0.11% |
| CAT | $248,122 | 233 | 0.11% |
| IAGG | $222,619 | 4,436 | 0.10% |
| GE | $220,599 | 591 | 0.09% |
| MS | $211,967 | 1,014 | 0.09% |
| ASML | $210,881 | 106 | 0.09% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTI | Bought more | +4K | +$3.6M |
| GOOG | Bought more | +5K | +$3.4M |
| SSO | Trimmed | -6K | +$2.4M |
| AAPL | Bought more | +2K | +$1.7M |
| MSFT | Bought more | +4K | +$1.6M |
| BIL | Trimmed | -18K | -$1.6M |
| META | Bought more | +3K | +$1.5M |
| AMZN | Bought more | +1K | +$1.3M |
| TSLA | Bought more | +2K | +$1.3M |
| VEA | Bought more | +8K | +$1.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| NFLX | June 30, 2026 | 3,281 | $315,468 | 11.4% |
| XLI | June 30, 2026 | 1,886 | $305,023 | No longer tracked |
| COST | June 30, 2026 | 297 | $295,940 | 0.8% |
| BX | March 31, 2026 | 1,622 | $250,015 | 24.6% |
| V | March 31, 2026 | 693 | $243,042 | 21.7% |
| KKR | March 31, 2026 | 1,760 | $224,365 | 17.4% |
| APH | March 31, 2026 | 1,603 | $216,629 | 23.4% |
| APO | March 31, 2026 | 1,461 | $211,494 | 18.1% |
| MA | June 30, 2026 | 412 | $205,860 | 12.0% |
| MCK | June 30, 2026 | 233 | $201,629 | 13.4% |
| OWL | March 31, 2026 | 11,632 | $173,782 | 26.7% |
| OBDC | March 31, 2026 | 13,473 | $167,469 | 2.1% |
| GBDC | March 31, 2026 | 11,520 | $156,326 | 4.3% |
| FSK | March 31, 2026 | 10,551 | $156,260 | 16.9% |