Arta Finance Wealth Management LLC
CIK 2099257 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $233.7M
- Posiciones
- 105
- A fecha de
- 30 de junio de 2026
#5 946 de 9 443 por valor de 13F · top 63.0%
Valor de cartera interanual: +15.4% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 52,63%
- Peso de las 25 principales tenencias
- 80,74%
- Posiciones superiores al 1%
- 21
- Número efectivo de posiciones
- 27,3
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 4,65% Est. compras $23 128 344 · ventas $10 134 937
- Nuevas posiciones
- 15
- Aumentado
- 63
- Disminuido
- 27
- Cerrada
- 5
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
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%
Otro/No mapeado
59,8%
Cartera completa 105 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| VTI | $18 679 989 | 7,99% | 50 481 | $3 631 434 | Subir ×2 | ||
| BIL | $15 714 136 | 6,73% | 171 979 | $-1 613 105 | Bajar ×1 | ||
| USFR | $14 719 218 | 6,30% | 292 338 | $-1 029 299 | Bajar ×1 | ||
| XLP XLP | $12 702 068 | 5,44% | 152 908 | $981 141 | Subir ×2 | ||
| SSO | $12 074 024 | 5,17% | 179 193 | $2 448 831 | Bajar ×1 | ||
| TFLO | $10 909 210 | 4,67% | 216 130 | $-639 253 | Bajar ×2 | ||
| AAPL Apple Inc. - Common Stock | $10 184 604 | 4,36% | 35 197 | $1 717 662 | Subir ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $9 986 872 | 4,27% | 28 265 | $3 408 312 | Subir ×2 | ||
| XLV XLV | $9 076 463 | 3,88% | 57 207 | $499 631 | Bajar ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8 935 469 | 3,82% | 15 863 | $1 469 173 | Subir ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $8 881 979 | 3,80% | 23 811 | $1 614 061 | Subir ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8 607 411 | 3,68% | 36 114 | $1 347 744 | Subir ×2 | ||
| VEA | $7 022 685 | 3,01% | 98 564 | $1 189 611 | Subir ×2 | ||
| BNDX Vanguard Total International Bond ETF | $5 148 465 | 2,20% | 106 552 | $562 066 | Subir ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5 013 455 | 2,15% | 25 056 | $1 166 889 | Subir ×2 | ||
| XLU XLU | $4 603 869 | 1,97% | 101 541 | $550 681 | Subir ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4 530 283 | 1,94% | 10 771 | $1 344 014 | Subir ×2 | ||
| BND Vanguard Total Bond Market ETF | $4 188 801 | 1,79% | 57 251 | $444 884 | Subir ×2 | ||
| VWO | $3 759 575 | 1,61% | 62 985 | $633 809 | Subir ×2 | ||
| XLE XLE | $3 001 830 | 1,28% | 56 521 | $439 630 | Subir ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2 728 877 | 1,17% | 7 636 | $753 052 | Subir ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2 316 669 | 0,99% | 3 988 | $1 175 834 | Bajar ×1 | ||
| XLC XLC | $2 204 414 | 0,94% | 20 577 | $456 484 | Subir ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1 869 856 | 0,80% | 6 277 | $448 885 | Bajar ×2 | ||
| IAU | $1 801 065 | 0,77% | 23 852 | $-265 405 | Subir ×2 | ||
| SGOL | $1 763 053 | 0,75% | 46 117 | $-249 264 | Subir ×2 | ||
| SIVR | $1 719 320 | 0,74% | 30 582 | $-370 689 | Subir ×2 | ||
| ADBE Adobe Inc. - Common Stock | $1 611 662 | 0,69% | 7 861 | $431 752 | Subir ×2 | ||
| CRM Salesforce, Inc. Common Stock | $1 606 392 | 0,69% | 10 254 | $305 675 | Subir ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1 485 732 | 0,64% | 3 736 | $454 958 | Subir ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1 410 890 | 0,60% | 12 093 | $109 876 | Subir ×2 | ||
| SYM Symbotic Inc. - Class A Common Stock | $1 313 394 | 0,56% | 29 219 | $261 470 | Subir ×2 | ||
| TWLO Twilio Inc. Class A Common Stock | $1 185 160 | 0,51% | 5 744 | $211 062 | Bajar ×2 | ||
| TIP | $1 183 531 | 0,51% | 10 921 | $58 300 | Subir ×2 | ||
| BOTZ Global X Robotics & Artificial Intelligence ETF | $1 168 021 | 0,50% | 30 786 | $250 285 | Subir ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1 072 432 | 0,46% | 2 839 | $245 421 | Subir ×2 | ||
| ORCL Oracle Corporation Common Stock | $1 040 212 | 0,45% | 7 098 | $-76 794 | Bajar ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $803 671 | 0,34% | 9 763 | $85 419 | Subir ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $798 192 | 0,34% | 1 104 | $495 708 | Subir ×1 | ||
| SCHP | $782 655 | 0,33% | 29 783 | $62 798 | Subir ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $779 127 | 0,33% | 1 798 | $399 667 | Subir ×2 | ||
| ITOT | $777 818 | 0,33% | 4 735 | $233 878 | Subir ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $750 730 | 0,32% | 5 491 | $-89 766 | Subir ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $665 923 | 0,29% | 577 | $462 543 | Bajar ×1 | ||
| JNK | $660 524 | 0,28% | 6 892 | $7 199 | Subir ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $581 371 | 0,25% | 1 549 | $253 762 | Subir ×2 | ||
| XLK XLK | $579 752 | 0,25% | 3 043 | $196 203 | Subir ×2 | ||
| JNJ Johnson & Johnson Common Stock | $575 750 | 0,25% | 2 267 | $53 871 | Subir ×2 | ||
| CVX Chevron Corporation Common Stock | $569 883 | 0,24% | 3 438 | $-40 058 | Subir ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $562 100 | 0,24% | 1 177 | $88 970 | Bajar ×1 | ||
| IBN ICICI Bank Limited Common Stock | $561 295 | 0,24% | 19 335 | $15 349 | Bajar ×2 | ||
| ABBV AbbVie Inc. Common Stock | $551 343 | 0,24% | 2 191 | $67 645 | Bajar ×1 | ||
| MMYT MakeMyTrip Limited - Ordinary Shares | $548 461 | 0,23% | 10 292 | $78 122 | Bajar ×1 | ||
| WIT Wipro Limited Common Stock | $547 675 | 0,23% | 243 411 | $14 959 | Bajar ×1 | ||
| HDB HDFC Bank Limited Common Stock | $538 478 | 0,23% | 20 847 | $39 161 | Subir ×2 | ||
| INFY Infosys Limited American Depositary Shares | $537 529 | 0,23% | 51 242 | $-26 622 | Subir ×2 | ||
| RDY Dr. Reddy's Laboratories Ltd Common Stock | $531 160 | 0,23% | 36 657 | $-4 046 | Bajar ×2 | ||
| MMM 3M Company Common Stock | $527 665 | 0,23% | 3 259 | $35 916 | Bajar ×1 | ||
| LLY Eli Lilly and Company Common Stock | $526 550 | 0,23% | 439 | $154 043 | Subir ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $514 765 | 0,22% | 1 154 | $246 745 | Subir ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $505 468 | 0,22% | 3 447 | $86 592 | Subir ×2 | ||
| INTC Intel Corporation - Common Stock | $477 116 | 0,20% | 3 417 | Subir ×1 | |||
| LSCC Lattice Semiconductor Corporation - Common Stock | $459 798 | 0,20% | 3 006 | $240 606 | Subir ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $451 812 | 0,19% | 2 445 | $186 783 | Subir ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $434 705 | 0,19% | 10 267 | $-23 219 | Subir ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $412 055 | 0,18% | 427 | Subir ×1 | |||
| BRKB | $402 314 | 0,17% | 804 | $136 837 | Subir ×1 | ||
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | $394 340 | 0,17% | 4 115 | $28 154 | Bajar ×1 | ||
| SCHD | $392 031 | 0,17% | 12 363 | $27 553 | Subir ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $379 854 | 0,16% | 3 246 | $138 229 | Subir ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $378 000 | 0,16% | 1 160 | $97 630 | Subir ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $366 596 | 0,16% | 1 075 | Subir ×1 | |||
| VGK | $359 118 | 0,15% | 4 056 | $14 643 | Bajar ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $352 439 | 0,15% | 3 672 | $-28 081 | Subir ×2 | ||
| SPHD | $351 609 | 0,15% | 6 916 | $8 407 | Bajar ×1 | ||
| T AT&T Inc. | $349 168 | 0,15% | 16 868 | $-148 271 | Bajar ×1 | ||
| HDV | $341 611 | 0,15% | 12 463 | $8 147 | Subir ×2 | ||
| VYM | $329 018 | 0,14% | 2 082 | $-208 | Bajar ×1 | ||
| UMC United Microelectronics Corporation (NEW) Common Stock | $325 676 | 0,14% | 11 969 | $41 755 | Bajar ×2 | ||
| EWT | $323 549 | 0,14% | 2 979 | $84 123 | Bajar ×1 | ||
| FLJP | $308 897 | 0,13% | 7 771 | $74 161 | Subir ×1 | ||
| MCHI iShares MSCI China ETF | $308 599 | 0,13% | 6 048 | $64 328 | Subir ×1 | ||
| BIDU Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share | $304 011 | 0,13% | 2 660 | $17 996 | Subir ×1 | ||
| PDD PDD Holdings Inc. - American Depositary Shares | $290 703 | 0,12% | 3 811 | $-12 772 | Subir ×2 | ||
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | $286 521 | 0,12% | 2 236 | $17 977 | Bajar ×1 | ||
| VOO | $286 400 | 0,12% | 417 | Subir ×1 | |||
| LIN Linde plc - Ordinary Shares | $282 303 | 0,12% | 544 | $54 749 | Subir ×1 | ||
| EWY | $279 833 | 0,12% | 1 386 | Subir ×1 | |||
| WMT Walmart Inc. - Common Stock | $277 600 | 0,12% | 2 451 | $-33 224 | Bajar ×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 | Subir ×1 | ||
| FLIN | $267 771 | 0,11% | 7 528 | Subir ×1 | |||
| TM Toyota Motor Corporation Common Stock | $265 262 | 0,11% | 1 575 | $436 | Subir ×1 | ||
| ABT Abbott Laboratories Common Stock | $260 061 | 0,11% | 2 866 | Subir ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $255 586 | 0,11% | 1 989 | $21 622 | Subir ×1 | ||
| V Visa Inc. | $254 916 | 0,11% | 743 | ||||
| EPI | $248 851 | 0,11% | 5 817 | $3 888 | Bajar ×2 | ||
| SCHF | $248 303 | 0,11% | 8 964 | Subir ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $248 122 | 0,11% | 233 | Subir ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $230 050 | 0,10% | 2 140 | $28 273 | Subir ×1 | ||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| 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% |
Principales movimientos (trimestre a trimestre)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| NFLX | 30 de junio de 2026 | 3 281 | $315 468 | 11,4% |
| XLI | 30 de junio de 2026 | 1 886 | $305 023 | Ya no se rastrea |
| COST | 30 de junio de 2026 | 297 | $295 940 | 0,8% |
| BX | 31 de marzo de 2026 | 1 622 | $250 015 | 24,6% |
| V | 31 de marzo de 2026 | 693 | $243 042 | 21,7% |
| KKR | 31 de marzo de 2026 | 1 760 | $224 365 | 17,4% |
| APH | 31 de marzo de 2026 | 1 603 | $216 629 | 23,4% |
| APO | 31 de marzo de 2026 | 1 461 | $211 494 | 18,1% |
| MA | 30 de junio de 2026 | 412 | $205 860 | 12,0% |
| MCK | 30 de junio de 2026 | 233 | $201 629 | 13,4% |
| OWL | 31 de marzo de 2026 | 11 632 | $173 782 | 26,7% |
| OBDC | 31 de marzo de 2026 | 13 473 | $167 469 | 2,1% |
| GBDC | 31 de marzo de 2026 | 11 520 | $156 326 | 4,3% |
| FSK | 31 de marzo de 2026 | 10 551 | $156 260 | 16,9% |