Arta Finance Wealth Management LLC Top Holdings and 13F Report (2026)

About Arta Finance Wealth Management LLC

Investment Activity

Arta Finance Wealth Management LLC has $202.42 million in total holdings as of March 31, 2026.
Arta Finance Wealth Management LLC owns shares of 95 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 10.37% of the portfolio was purchased this quarter.
About 2.85% of the portfolio was sold this quarter.
This quarter, Arta Finance Wealth Management LLC has purchased 90 new stocks and bought additional shares in 62 stocks.
Arta Finance Wealth Management LLC sold shares of 19 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

SPDR Bloomberg 1-3 Month T-Bill ETF: $17,327,241
WisdomTree Floating Rate Treasury Fund: $15,748,517
Vanguard Total Stock Market ETF: $15,048,555
Consumer Staples Select Sector SPDR Fund: $11,720,927
iShares Treasury Floating Rate Bond ETF: $11,548,463

Largest New Holdings this Quarter

922042874 - Vanguard FTSE Europe ETF: $344,475 Holding
64110L106 - Netflix: $315,468 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $305,023 Holding
038222105 - Applied Materials: $302,484 Holding
22160K105 - Costco Wholesale: $295,940 Holding

Largest Purchases this Quarter

WisdomTree Floating Rate Treasury Fund: 45,975 shares (about $2.31M)
Vanguard Total Stock Market ETF: 7,088 shares (about $2.27M)
ProShares Ultra S&P500: 38,926 shares (about $2.02M)
Microsoft: 1,545 shares (about $571.91K)
Amazon.com: 2,646 shares (about $551.08K)

Largest Sales this Quarter

iShares Treasury Floating Rate Bond ETF: 47,282 shares (about $2.39M)
Energy Select Sector SPDR Fund: 7,538 shares (about $461.78K)
JPMorgan Chase & Co.: 550 shares (about $160.96K)
Berkshire Hathaway: 291 shares (about $139.45K)
Marvell Technology: 1,286 shares (about $127.38K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$17,327,241	$171,970 â–²	1.0%	189,625	8.6%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$15,748,517	$2,314,382 â–²	17.2%	312,843	7.8%	Finance
VTI Vanguard Total Stock Market ETF	$15,048,555	$2,273,901 â–²	17.8%	46,908	7.4%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$11,720,927	$257,581 â–²	2.2%	142,973	5.8%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$11,548,463	$2,386,723 â–¼	-17.1%	228,780	5.7%	ETF
SSO ProShares Ultra S&P500	$9,625,193	$2,019,481 â–²	26.6%	185,528	4.8%	ETF
XLV Health Care Select Sector SPDR Fund	$8,576,832	$293,367 â–²	3.5%	58,501	4.2%	ETF
AAPL Apple	$8,466,942	$101,516 â–¼	-1.2%	33,362	4.2%	Computer and Technology
META Meta Platforms	$7,466,296	$283,204 â–²	3.9%	13,050	3.7%	Computer and Technology
MSFT Microsoft	$7,267,918	$571,913 â–²	8.5%	19,634	3.6%	Computer and Technology
AMZN Amazon.com	$7,259,667	$551,082 â–²	8.2%	34,857	3.6%	Retail/Wholesale
GOOG Alphabet	$6,578,560	$370,336 â–²	6.0%	22,933	3.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$5,833,074	$530,518 â–²	10.0%	91,028	2.9%	ETF
BNDX Vanguard Total International Bond ETF	$4,586,399	$539,977 â–²	13.3%	95,673	2.3%	ETF
XLU Utilities Select Sector SPDR Fund	$4,053,188	$129,502 â–²	3.3%	88,324	2.0%	ETF
NVDA NVIDIA	$3,846,566	$134,811 â–²	3.6%	22,056	1.9%	Computer and Technology
BND Vanguard Total Bond Market ETF	$3,743,917	$236,536 â–²	6.7%	51,014	1.8%	ETF
TSLA Tesla	$3,186,269	$294,054 â–²	10.2%	8,571	1.6%	Auto/Tires/Trucks
VWO Vanguard FTSE Emerging Markets ETF	$3,125,766	$347,488 â–²	12.5%	57,831	1.5%	ETF
XLE Energy Select Sector SPDR Fund	$2,562,200	$461,778 â–¼	-15.3%	41,825	1.3%	ETF
SIVR abrdn Physical Silver Shares ETF	$2,090,009	$522,753 â–²	33.4%	29,186	1.0%	ETF
IAU iShares Gold Trust	$2,066,470	$550,647 â–²	36.3%	23,440	1.0%	Finance
SGOL abrdn Physical Gold Shares ETF	$2,012,317	$532,049 â–²	35.9%	45,099	1.0%	ETF
GOOGL Alphabet	$1,975,825	$54,061 â–²	2.8%	6,871	1.0%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$1,747,930	$354,974 â–²	25.5%	15,767	0.9%	ETF
MRVL Marvell Technology	$1,420,971	$127,378 â–¼	-8.2%	14,346	0.7%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$1,301,014	$55,001 â–²	4.4%	8,894	0.6%	CL A
CRM Salesforce	$1,300,717	$309,126 â–²	31.2%	6,968	0.6%	Computer and Technology
ADBE Adobe	$1,179,910	$264,471 â–²	28.9%	4,854	0.6%	Computer and Technology
AMD Advanced Micro Devices	$1,140,835	$248,998 â–²	27.9%	5,608	0.6%	Computer and Technology
TIP iShares TIPS Bond ETF	$1,125,231	$415,174 â–²	58.5%	10,196	0.6%	ETF
ORCL Oracle	$1,117,006	$7,355 â–¼	-0.7%	7,593	0.6%	Computer and Technology
SYM Symbotic	$1,051,924	$44,050 â–²	4.4%	19,773	0.5%	Business Services
ISRG Intuitive Surgical	$1,030,774	$101,879 â–²	11.0%	2,236	0.5%	Medical
TWLO Twilio	$974,098	$89,710 â–¼	-8.4%	7,742	0.5%	Computer and Technology
BOTZ Global X Robotics & Artificial Intelligence ETF	$917,736	$81,422 â–¼	-8.1%	27,626	0.5%	Manufacturing
XOM ExxonMobil	$840,496	$100,269 â–²	13.5%	4,954	0.4%	Energy
AVGO Broadcom	$827,011	$20,118 â–²	2.5%	2,672	0.4%	Computer and Technology
SCHP Schwab U.S. TIPS ETF	$719,857	$12,600 â–²	1.8%	27,080	0.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$718,252	$330 â–¼	0.0%	8,716	0.4%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$653,325	$130,322 â–²	24.9%	6,863	0.3%	Finance
CVX Chevron	$609,941	$126,209 â–²	26.1%	2,948	0.3%	Energy
INFY Infosys	$564,151	$85,505 â–²	17.9%	41,758	0.3%	Computer and Technology
IBN ICICI Bank	$545,946	$17,198 â–¼	-3.1%	21,079	0.3%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$543,940	$149,836 â–²	38.0%	3,819	0.3%	ETF
RDY Dr. Reddy's Laboratories	$535,206	$82,241 â–¼	-13.3%	38,643	0.3%	Medical
WIT Wipro	$532,716	$65,114 â–²	13.9%	251,281	0.3%	Computer and Technology
JNJ Johnson & Johnson	$521,879	$77,243 â–²	17.4%	2,135	0.3%	Medical
HDB HDFC Bank	$499,317	$70,709 â–²	16.5%	20,069	0.2%	Finance
T AT&T	$497,439	$181,506 â–²	57.5%	17,159	0.2%	Computer and Technology
MMM 3M	$491,749	$193,592 â–²	64.9%	3,386	0.2%	Multi-Sector Conglomerates
ABBV AbbVie	$483,698	$103,743 â–²	27.3%	2,224	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$473,130	$3,717 â–²	0.8%	1,400	0.2%	Computer and Technology
MMYT MakeMyTrip	$470,339	$194,952 â–²	70.8%	12,613	0.2%	Computer and Technology
VZ Verizon Communications	$457,924	$105,520 â–²	29.9%	9,122	0.2%	Computer and Technology
PG Procter & Gamble	$418,876	$139,096 â–²	49.7%	2,900	0.2%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$383,549	$36,282 â–²	10.4%	2,886	0.2%	ETF
BABA Alibaba Group	$380,520	$30,236 â–²	8.6%	3,033	0.2%	Retail/Wholesale
LAM RESEARCH CORP	$379,460	$17,734 â–²	4.9%	1,776	0.2%	COM NEW
LLY Eli Lilly and Company	$372,507	$15,636 â–²	4.4%	405	0.2%	Medical
SE SEA	$366,186	$86,785 â–²	31.1%	4,422	0.2%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$364,478	$77,344 â–²	26.9%	11,880	0.2%	ETF
VGK Vanguard FTSE Europe ETF	$344,475	$344,475 â–²	New Holding	4,179	0.2%	ETF
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$343,202	$105,967 â–²	44.7%	6,918	0.2%	ETF
HDV iShares Core High Dividend ETF	$333,464	$90,661 â–²	37.3%	2,457	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$329,226	$111,371 â–²	51.1%	2,223	0.2%	Financial Services
CDNS Cadence Design Systems	$327,609	$106,146 â–²	47.9%	1,179	0.2%	Computer and Technology
NFLX Netflix	$315,468	$315,468 â–²	New Holding	3,281	0.2%	Consumer Discretionary
WALMART INC	$310,824	$8,078 â–²	2.7%	2,501	0.2%	COM
XLI Industrial Select Sector SPDR Fund	$305,023	$305,023 â–²	New Holding	1,886	0.2%	ETF
PDD PDD	$303,475	$8,072 â–²	2.7%	2,970	0.1%	Retail/Wholesale
AMAT Applied Materials	$302,484	$302,484 â–²	New Holding	885	0.1%	Computer and Technology
COST Costco Wholesale	$295,940	$295,940 â–²	New Holding	297	0.1%	Retail/Wholesale
BIDU Baidu	$286,015	$3,008 â–¼	-1.0%	2,567	0.1%	Computer and Technology
UMC United Microelectronics	$283,921	$68,940 â–¼	-19.5%	31,617	0.1%	Computer and Technology
KT KT	$282,840	$68,125 â–¼	-19.4%	13,186	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$280,370	$160,964 â–¼	-36.5%	958	0.1%	Finance
NTES NetEase	$268,544	$32,015 â–²	13.5%	2,399	0.1%	Computer and Technology
SNPS Synopsys	$268,020	$67,005 â–²	33.3%	676	0.1%	Computer and Technology
BRK.B Berkshire Hathaway	$265,477	$139,447 â–¼	-34.4%	554	0.1%	Finance
QCOM Qualcomm	$265,029	$80,874 â–²	43.9%	2,058	0.1%	Computer and Technology
TM Toyota Motor	$264,826	$29,677 â–¼	-10.1%	1,285	0.1%	Auto/Tires/Trucks
EPI WisdomTree India Earnings Fund	$244,963	$39,127 â–¼	-13.8%	6,004	0.1%	Finance
MCHI iShares MSCI China ETF	$244,271	$244,271 â–²	New Holding	4,348	0.1%	ETF
CSCO Cisco Systems	$241,625	$7,408 â–²	3.2%	3,131	0.1%	Computer and Technology
EWT iShares MSCI Taiwan ETF	$239,426	$239,426 â–²	New Holding	3,376	0.1%	ETF
FLJP Franklin FTSE Japan ETF	$234,736	$234,736 â–²	New Holding	6,488	0.1%	ETF
MRK Merck & Co., Inc.	$233,964	$233,964 â–²	New Holding	1,945	0.1%	Medical
LINDE PLC	$227,554	$227,554 â–²	New Holding	459	0.1%	SHS
LSCC Lattice Semiconductor	$219,192	$219,192 â–²	New Holding	2,363	0.1%	Computer and Technology
MA Mastercard	$205,860	$4,497 â–¼	-2.1%	412	0.1%	Business Services
MU Micron Technology	$203,380	$203,380 â–²	New Holding	602	0.1%	Computer and Technology
UPS United Parcel Service	$201,777	$201,777 â–²	New Holding	2,051	0.1%	Transportation
MCK McKesson	$201,629	$201,629 â–²	New Holding	233	0.1%	Medical
PSEC Prospect Capital	$70,324	$93,368 â–¼	-57.0%	26,944	0.0%	Finance
BX Blackstone	$0	$250,015 â–¼	-100.0%	0	0.0%	Finance
V Visa	$0	$243,042 â–¼	-100.0%	0	0.0%	Business Services
KKR KKR & Co. Inc.	$0	$224,365 â–¼	-100.0%	0	0.0%	Finance
APH Amphenol	$0	$216,629 â–¼	-100.0%	0	0.0%	Computer and Technology
APO Apollo Global Management	$0	$211,494 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Arta Finance Wealth Management LLC Top Holdings and 13F Report (2026)

About Arta Finance Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Arta Finance Wealth Management LLC Top Holdings and 13F Report (2026)

About Arta Finance Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArta Finance Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools