Arta Finance Wealth Management LLC Top Holdings and 13F Report (2026) About Arta Finance Wealth Management LLCInvestment ActivityArta Finance Wealth Management LLC has $211.13 million in total holdings as of September 30, 2026.Arta Finance Wealth Management LLC owns shares of 105 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 6.42% of the portfolio was purchased this quarter.About 21.21% of the portfolio was sold this quarter.This quarter, Arta Finance Wealth Management LLC has purchased 105 new stocks and bought additional shares in 56 stocks.Arta Finance Wealth Management LLC sold shares of 37 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $20,263,599SPDR Bloomberg 1-3 Month T-Bill ETF $14,614,898ProShares Ultra S&P500 $12,029,864iShares Treasury Floating Rate Bond ETF $11,966,832WisdomTree Floating Rate Treasury Fund $11,704,640 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $899,031 Holding81369Y704 - Industrial Select Sector SPDR Fund $750,408 Holding81369Y605 - Financial Select Sector SPDR Fund $466,983 Holding81762P102 - ServiceNow $396,670 Holding679295105 - Okta $250,514 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 3,665 shares (about $1.37M)iShares Treasury Floating Rate Bond ETF 20,788 shares (about $1.05M)EXXONMOBIL HOLDINGS CORP 5,524 shares (about $899.03K)Tesla 2,131 shares (about $756.10K)Industrial Select Sector SPDR Fund 4,494 shares (about $750.41K) Largest Sales this Quarter Microsoft 12,813 shares (about $6.57M)Meta Platforms 8,294 shares (about $6.01M)Amazon.com 19,970 shares (about $4.98M)Apple 14,298 shares (about $4.76M)Alphabet 13,183 shares (about $4.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArta Finance Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$20,263,599$1,371,590 ▲7.3%54,1469.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$14,614,898$1,099,994 ▼-7.0%159,9416.9%ETFSSOProShares Ultra S&P500$12,029,864$393,586 ▼-3.2%173,5165.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$11,966,832$1,050,011 ▲9.6%236,9185.7%ETFUSFRWisdomTree Floating Rate Treasury Fund$11,704,640$3,026,272 ▼-20.5%232,2815.5%ETFXLPConsumer Staples Select Sector SPDR Fund$11,000,852$1,323,533 ▼-10.7%136,4875.2%ETFVEAVanguard FTSE Developed Markets ETF$7,546,020$586,416 ▲8.4%106,8693.6%ETFAAPLApple$6,959,785$4,761,520 ▼-40.6%20,8993.3%TechnologyXLVHealth Care Select Sector SPDR Fund$6,696,884$2,937,918 ▼-30.5%39,7633.2%ETFMSFTMicrosoft$5,640,928$6,571,850 ▼-53.8%10,9982.7%TechnologyMETAMeta Platforms$5,488,887$6,014,642 ▼-52.3%7,5692.6%Communication ServicesBNDXVanguard Total International Bond ETF$5,395,363$413,417 ▲8.3%115,3942.6%ETFNVDANVIDIA$5,314,859$407,430 ▼-7.1%23,2722.5%TechnologyGOOGAlphabet$5,139,041$4,491,976 ▼-46.6%15,0822.4%Communication ServicesTSLATesla$4,577,759$756,100 ▲19.8%12,9022.2%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$4,475,585$473,653 ▲11.8%64,0272.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,045,772$310,132 ▲8.3%68,2141.9%ETFAMZNAmazon.com$4,022,278$4,975,526 ▼-55.3%16,1441.9%Consumer DiscretionaryXLUUtilities Select Sector SPDR Fund$4,009,392$4,614 ▲0.1%101,6581.9%ETFGOOGLAlphabet$3,143,515$516,120 ▲19.6%9,1361.5%Communication ServicesXLEEnergy Select Sector SPDR Fund$2,595,792$880,250 ▼-25.3%42,2081.2%ETFAMDAdvanced Micro Devices$2,581,015$141,317 ▲5.8%4,2191.2%TechnologyMRVLMarvell Technology$2,155,484$497,399 ▲30.0%8,1601.0%TechnologyISRGIntuitive Surgical$1,894,896$375,726 ▲24.7%4,6600.9%HealthcareIAUiShares Gold Trust$1,878,149$15,308 ▲0.8%24,0480.9%ETFSGOLabrdn Physical Gold Shares ETF$1,839,184$14,795 ▲0.8%46,4910.9%ETFSIVRabrdn Physical Silver Shares ETF$1,779,132$26,477 ▲1.5%31,0440.8%ETFADBEAdobe$1,755,401$130,767 ▼-6.9%7,3160.8%TechnologyPALANTIR TECHNOLOGIES INC$1,731,709$530,287 ▼-23.4%9,2580.8%CL ACRMSalesforce$1,713,970$640,041 ▼-27.2%7,4660.8%TechnologyTWLOTwilio$1,534,538$145,353 ▼-8.7%5,2470.7%TechnologySYMSymbotic$1,320,241$90,997 ▲7.4%31,3820.6%IndustrialsBOTZGlobal X Robotics & Artificial Intelligence ETF$1,319,681$235,090 ▲21.7%37,4590.6%ETFXLCCommunication Services Select Sector SPDR Fund$1,198,809$1,084,621 ▼-47.5%10,8030.6%ETFTIPiShares TIPS Bond ETF$1,197,813$61,592 ▲5.4%11,5130.6%ETFXLKTechnology Select Sector SPDR Fund$1,197,598$601,931 ▲101.1%6,1180.6%ETFEXXONMOBIL HOLDINGS CORP$899,031$899,031 ▲New Holding5,5240.4%COM SHSORCLOracle$873,156$97,808 ▼-10.1%6,3830.4%TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$835,919$74,695 ▲9.8%10,7210.4%ETFSCHPSchwab U.S. TIPS ETF$831,630$84,850 ▲11.4%33,1670.4%ETFAVGOBroadcom$827,755$169,274 ▼-17.0%2,3570.4%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$795,151$7,815 ▲1.0%4,7820.4%ETFXLIIndustrial Select Sector SPDR Fund$750,408$750,408 ▲New Holding4,4940.4%ETFCVXChevron$670,217$31,857 ▼-4.5%3,2820.3%EnergyCDNSCadence Design Systems$661,691$150,234 ▲29.4%2,0040.3%TechnologyJNKSPDR Bloomberg High Yield Bond ETF$652,355$16,784 ▲2.6%7,0740.3%ETFMUMicron Technology$635,771$21,299 ▲3.5%5970.3%TechnologyJNJJohnson & Johnson$625,845$25,680 ▲4.3%2,3640.3%HealthcareAMATApplied Materials$623,372$58,809 ▲10.4%1,2190.3%TechnologyABBVAbbVie$620,605$50,959 ▲8.9%2,3870.3%HealthcareSNPSSynopsys$581,950$80,029 ▲15.9%1,3380.3%TechnologyMMM3M$580,106$45,141 ▲8.4%3,5340.3%IndustrialsPGProcter & Gamble$569,352$68,572 ▲13.7%3,9190.3%Consumer StaplesQCOMQualcomm$553,040$103,062 ▲22.9%3,0050.3%TechnologyLAM RESEARCH CORP$552,225$38,436 ▼-6.5%1,6810.3%COM NEWLSCCLattice Semiconductor$523,459$145,845 ▲38.6%4,1670.2%TechnologyPANWPalo Alto Networks$500,213$73,105 ▲17.1%1,2590.2%TechnologyTAT&T$492,737$85,750 ▲21.1%20,4220.2%Communication ServicesXLFFinancial Select Sector SPDR Fund$466,983$466,983 ▲New Holding8,7450.2%ETFLLYEli Lilly and Company$454,732$53,226 ▼-10.5%3930.2%HealthcareVZVerizon Communications$450,569$13,190 ▼-2.8%9,9750.2%Communication ServicesCSCOCisco Systems$440,865$92,848 ▲26.7%4,1120.2%TechnologyBRK.BBerkshire Hathaway$439,690$39,338 ▲9.8%8830.2%FinanceSCHDSchwab US Dividend Equity ETF$429,298$27,130 ▲6.7%13,1970.2%ETFJPMJPMorgan Chase & Co.$425,640$43,782 ▲11.5%1,2930.2%FinanceINTCIntel$425,254$14,428 ▲3.5%3,5370.2%TechnologyRDYDr. Reddy's Laboratories$404,118$58,494 ▼-12.6%32,0220.2%HealthcareINFYInfosys$402,456$148,908 ▼-27.0%37,4030.2%TechnologyNOWServiceNow$396,670$396,670 ▲New Holding2,9600.2%TechnologyIBNICICI Bank$391,430$141,249 ▼-26.5%14,2080.2%FinanceWITWipro$379,754$21,874 ▼-5.4%230,1540.2%TechnologyHDBHDFC Bank$378,663$87,059 ▼-18.7%16,9500.2%FinanceSPHDInvesco S&P 500 High Dividend Low Volatility ETF$378,436$46,549 ▲14.0%7,8860.2%ETFHDViShares Core High Dividend ETF$376,099$28,864 ▲8.3%13,4990.2%ETFMMYTMakeMyTrip$363,440$122,342 ▼-25.2%7,7000.2%Consumer DiscretionaryVGKVanguard FTSE Europe ETF$362,737$10,676 ▲3.0%4,1790.2%ETFVYMVanguard High Dividend Yield ETF$354,942$31,816 ▲9.8%2,2870.2%ETFEWTiShares MSCI Taiwan ETF$354,280$17,951 ▲5.3%3,1380.2%ETFMCHIiShares MSCI China ETF$349,516$33,871 ▲10.7%6,6970.2%ETFFLJPFranklin FTSE Japan ETF$348,091$26,372 ▲8.2%8,4080.2%ETFSTXSeagate Technology$346,800$47,039 ▼-11.9%3760.2%TechnologyEWYiShares MSCI South Korea ETF$306,522$53,189 ▲21.0%1,6770.1%ETFVVisa$300,400$33,418 ▲12.5%8360.1%FinanceSCHFSchwab International Equity ETF$298,489$52,248 ▲21.2%10,8660.1%ETFMRKMerck & Co., Inc.$297,014$7,992 ▲2.8%2,0440.1%HealthcareABTAbbott Laboratories$295,757$14,243 ▲5.1%3,0110.1%HealthcareFLINFranklin FTSE India ETF$290,392$38,279 ▲15.2%8,6710.1%ETFTSMTaiwan Semiconductor Manufacturing$281,469$255,466 ▼-47.6%6170.1%TechnologyAPHAmphenol$264,365$134,121 ▲103.0%3,1360.1%TechnologyBABAAlibaba Group$259,279$135,608 ▼-34.3%2,4110.1%Consumer DiscretionaryOKTAOkta$250,514$250,514 ▲New Holding1,1980.1%TechnologyVOOVanguard S&P 500 ETF$250,207$42,052 ▼-14.4%3570.1%ETFSESEA$245,055$155,581 ▼-38.8%2,5170.1%Consumer DiscretionaryFFIVF5$235,055$235,055 ▲New Holding5280.1%TechnologyEMREmerson Electric$231,099$231,099 ▲New Holding1,4900.1%IndustrialsUPSUnited Parcel Service$230,797$30,835 ▲15.4%2,4700.1%IndustrialsKOCoca-Cola$228,026$228,026 ▲New Holding2,6490.1%Consumer StaplesTENBTenable$221,943$221,943 ▲New Holding6,0990.1%TechnologyLINDE PLC$210,745$47,465 ▼-18.4%4440.1%SHSEPIWisdomTree India Earnings Fund$204,179$32,747 ▼-13.8%5,0130.1%ETFShowing largest 100 holdings. 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