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 $233.66 million in total holdings as of June 30, 2026.
Arta Finance Wealth Management LLC owns shares of 105 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 9.90% of the portfolio was purchased this quarter.
About 4.34% of the portfolio was sold this quarter.
This quarter, Arta Finance Wealth Management LLC has purchased 95 new stocks and bought additional shares in 63 stocks.
Arta Finance Wealth Management LLC sold shares of 27 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $18,679,989
SPDR Bloomberg 1-3 Month T-Bill ETF: $15,714,136
WisdomTree Floating Rate Treasury Fund: $14,719,218
Consumer Staples Select Sector SPDR Fund: $12,702,068
ProShares Ultra S&P500: $12,074,024

Largest New Holdings this Quarter

458140100 - Intel: $477,116 Holding
G7997R103 - Seagate Technology: $412,055 Holding
697435105 - Palo Alto Networks: $366,596 Holding
922908363 - Vanguard S&P 500 ETF: $286,400 Holding
464286772 - iShares MSCI South Korea ETF: $279,833 Holding

Largest Purchases this Quarter

Alphabet: 5,332 shares (about $1.88M)
Meta Platforms: 2,813 shares (about $1.58M)
Microsoft: 4,177 shares (about $1.56M)
Vanguard Total Stock Market ETF: 3,573 shares (about $1.32M)
Tesla: 2,200 shares (about $925.32K)

Largest Sales this Quarter

Marvell Technology: 8,069 shares (about $2.40M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 17,646 shares (about $1.61M)
WisdomTree Floating Rate Treasury Fund: 20,505 shares (about $1.03M)
Advanced Micro Devices: 1,620 shares (about $941.07K)
iShares Treasury Floating Rate Bond ETF: 12,650 shares (about $638.51K)

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
VTI Vanguard Total Stock Market ETF	$18,679,989	$1,322,153 â–²	7.6%	50,481	8.0%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$15,714,136	$1,612,358 â–¼	-9.3%	171,979	6.7%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$14,719,218	$1,032,427 â–¼	-6.6%	292,338	6.3%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$12,702,068	$825,300 â–²	6.9%	152,908	5.4%	ETF
SSO ProShares Ultra S&P500	$12,074,024	$426,852 â–¼	-3.4%	179,193	5.2%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$10,909,210	$638,512 â–¼	-5.5%	216,130	4.7%	ETF
AAPL Apple	$10,184,604	$530,976 â–²	5.5%	35,197	4.4%	Technology
GOOG Alphabet	$9,986,872	$1,883,955 â–²	23.3%	28,265	4.3%	Communication Services
XLV Health Care Select Sector SPDR Fund	$9,076,463	$205,306 â–¼	-2.2%	57,207	3.9%	ETF
META Meta Platforms	$8,935,469	$1,584,535 â–²	21.6%	15,863	3.8%	Communication Services
MSFT Microsoft	$8,881,979	$1,558,105 â–²	21.3%	23,811	3.8%	Technology
AMZN Amazon.com	$8,607,411	$299,593 â–²	3.6%	36,114	3.7%	Consumer Discretionary
VEA Vanguard FTSE Developed Markets ETF	$7,022,685	$536,940 â–²	8.3%	98,564	3.0%	ETF
BNDX Vanguard Total International Bond ETF	$5,148,465	$525,660 â–²	11.4%	106,552	2.2%	ETF
NVDA NVIDIA	$5,013,455	$600,270 â–²	13.6%	25,056	2.1%	Technology
XLU Utilities Select Sector SPDR Fund	$4,603,869	$599,259 â–²	15.0%	101,541	2.0%	ETF
TSLA Tesla	$4,530,283	$925,320 â–²	25.7%	10,771	1.9%	Consumer Discretionary
BND Vanguard Total Bond Market ETF	$4,188,801	$456,334 â–²	12.2%	57,251	1.8%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,759,575	$307,642 â–²	8.9%	62,985	1.6%	ETF
XLE Energy Select Sector SPDR Fund	$3,001,830	$780,504 â–²	35.1%	56,521	1.3%	ETF
GOOGL Alphabet	$2,728,877	$273,388 â–²	11.1%	7,636	1.2%	Communication Services
AMD Advanced Micro Devices	$2,316,669	$941,074 â–¼	-28.9%	3,988	1.0%	Technology
XLC Communication Services Select Sector SPDR Fund	$2,204,414	$515,295 â–²	30.5%	20,577	0.9%	ETF
MRVL Marvell Technology	$1,869,856	$2,403,675 â–¼	-56.2%	6,277	0.8%	Technology
IAU iShares Gold Trust	$1,801,065	$31,110 â–²	1.8%	23,852	0.8%	ETF
SGOL abrdn Physical Gold Shares ETF	$1,763,053	$38,918 â–²	2.3%	46,117	0.8%	ETF
SIVR abrdn Physical Silver Shares ETF	$1,719,320	$78,483 â–²	4.8%	30,582	0.7%	ETF
ADBE Adobe	$1,611,662	$616,495 â–²	61.9%	7,861	0.7%	Technology
CRM Salesforce	$1,606,392	$514,785 â–²	47.2%	10,254	0.7%	Technology
ISRG Intuitive Surgical	$1,485,732	$596,520 â–²	67.1%	3,736	0.6%	Healthcare
PALANTIR TECHNOLOGIES INC	$1,410,890	$373,227 â–²	36.0%	12,093	0.6%	CL A
SYM Symbotic	$1,313,394	$424,598 â–²	47.8%	29,219	0.6%	Industrials
TWLO Twilio	$1,185,160	$412,248 â–¼	-25.8%	5,744	0.5%	Technology
TIP iShares TIPS Bond ETF	$1,183,531	$78,570 â–²	7.1%	10,921	0.5%	ETF
BOTZ Global X Robotics & Artificial Intelligence ETF	$1,168,021	$119,890 â–²	11.4%	30,786	0.5%	ETF
AVGO Broadcom	$1,072,432	$63,084 â–²	6.3%	2,839	0.5%	Technology
ORCL Oracle	$1,040,212	$72,542 â–¼	-6.5%	7,098	0.4%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$803,671	$86,187 â–²	12.0%	9,763	0.3%	ETF
AMAT Applied Materials	$798,192	$158,337 â–²	24.7%	1,104	0.3%	Technology
SCHP Schwab U.S. TIPS ETF	$782,655	$71,031 â–²	10.0%	29,783	0.3%	ETF
LAM RESEARCH CORP	$779,127	$9,533 â–²	1.2%	1,798	0.3%	COM NEW
ITOT iShares Core S&P Total U.S. Stock Market ETF	$777,818	$150,471 â–²	24.0%	4,735	0.3%	ETF
XOM ExxonMobil	$750,730	$73,419 â–²	10.8%	5,491	0.3%	Energy
MU Micron Technology	$665,923	$28,853 â–¼	-4.2%	577	0.3%	Technology
JNK SPDR Bloomberg High Yield Bond ETF	$660,524	$2,779 â–²	0.4%	6,892	0.3%	ETF
CDNS Cadence Design Systems	$581,371	$138,868 â–²	31.4%	1,549	0.2%	Technology
XLK Technology Select Sector SPDR Fund	$579,752	$29,912 â–²	5.4%	3,043	0.2%	ETF
JNJ Johnson & Johnson	$575,750	$33,524 â–²	6.2%	2,267	0.2%	Healthcare
CVX Chevron	$569,883	$81,222 â–²	16.6%	3,438	0.2%	Energy
TSM Taiwan Semiconductor Manufacturing	$562,100	$106,498 â–¼	-15.9%	1,177	0.2%	Technology
IBN ICICI Bank	$561,295	$50,628 â–¼	-8.3%	19,335	0.2%	Finance
ABBV AbbVie	$551,343	$8,304 â–¼	-1.5%	2,191	0.2%	Healthcare
MMYT MakeMyTrip	$548,461	$123,686 â–¼	-18.4%	10,292	0.2%	Consumer Discretionary
WIT Wipro	$547,675	$17,708 â–¼	-3.1%	243,411	0.2%	Technology
HDB HDFC Bank	$538,478	$20,096 â–²	3.9%	20,847	0.2%	Finance
INFY Infosys	$537,529	$99,487 â–²	22.7%	51,242	0.2%	Technology
RDY Dr. Reddy's Laboratories	$531,160	$28,777 â–¼	-5.1%	36,657	0.2%	Healthcare
MMM 3M	$527,665	$20,563 â–¼	-3.8%	3,259	0.2%	Industrials
LLY Eli Lilly and Company	$526,550	$40,781 â–²	8.4%	439	0.2%	Healthcare
SNPS Synopsys	$514,765	$213,222 â–²	70.7%	1,154	0.2%	Technology
PG Procter & Gamble	$505,468	$80,212 â–²	18.9%	3,447	0.2%	Consumer Staples
INTC Intel	$477,116	$477,116 â–²	New Holding	3,417	0.2%	Technology
LSCC Lattice Semiconductor	$459,798	$98,353 â–²	27.2%	3,006	0.2%	Technology
QCOM Qualcomm	$451,812	$71,514 â–²	18.8%	2,445	0.2%	Technology
VZ Verizon Communications	$434,705	$48,479 â–²	12.6%	10,267	0.2%	Communication Services
STX Seagate Technology	$412,055	$412,055 â–²	New Holding	427	0.2%	Technology
BRK.B Berkshire Hathaway	$402,314	$125,098 â–²	45.1%	804	0.2%	Finance
SE SEA	$394,340	$29,420 â–¼	-6.9%	4,115	0.2%	Consumer Discretionary
SCHD Schwab US Dividend Equity ETF	$392,031	$15,316 â–²	4.1%	12,363	0.2%	ETF
CSCO Cisco Systems	$379,854	$13,458 â–²	3.7%	3,246	0.2%	Technology
JPM JPMorgan Chase & Co.	$378,000	$65,824 â–²	21.1%	1,160	0.2%	Finance
PANW Palo Alto Networks	$366,596	$366,596 â–²	New Holding	1,075	0.2%	Technology
VGK Vanguard FTSE Europe ETF	$359,118	$10,890 â–¼	-2.9%	4,056	0.2%	ETF
BABA Alibaba Group	$352,439	$61,331 â–²	21.1%	3,672	0.2%	Consumer Discretionary
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$351,609	$102 â–¼	0.0%	6,916	0.2%	ETF
T AT&T	$349,168	$6,024 â–¼	-1.7%	16,868	0.1%	Communication Services
HDV iShares Core High Dividend ETF	$341,611	$274,265 â–²	407.2%	12,463	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$329,018	$22,282 â–¼	-6.3%	2,082	0.1%	ETF
UMC United Microelectronics	$325,676	$534,621 â–¼	-62.1%	11,969	0.1%	Technology
EWT iShares MSCI Taiwan ETF	$323,549	$43,118 â–¼	-11.8%	2,979	0.1%	ETF
FLJP Franklin FTSE Japan ETF	$308,897	$50,999 â–²	19.8%	7,771	0.1%	ETF
MCHI iShares MSCI China ETF	$308,599	$86,742 â–²	39.1%	6,048	0.1%	ETF
BIDU Baidu	$304,011	$10,629 â–²	3.6%	2,660	0.1%	Communication Services
PDD PDD	$290,703	$64,151 â–²	28.3%	3,811	0.1%	Consumer Discretionary
NTES NetEase	$286,521	$20,887 â–¼	-6.8%	2,236	0.1%	Communication Services
VOO Vanguard S&P 500 ETF	$286,400	$286,400 â–²	New Holding	417	0.1%	ETF
LINDE PLC	$282,303	$44,110 â–²	18.5%	544	0.1%	SHS
EWY iShares MSCI South Korea ETF	$279,833	$279,833 â–²	New Holding	1,386	0.1%	ETF
WALMART INC	$277,600	$5,663 â–¼	-2.0%	2,451	0.1%	COM
APH Amphenol	$272,414	$272,414 â–²	New Holding	1,545	0.1%	Technology
KT KT	$270,691	$42,837 â–²	18.8%	15,665	0.1%	Communication Services
FLIN Franklin FTSE India ETF	$267,771	$267,771 â–²	New Holding	7,528	0.1%	ETF
TM Toyota Motor	$265,262	$48,842 â–²	22.6%	1,575	0.1%	Consumer Discretionary
ABT Abbott Laboratories	$260,061	$260,061 â–²	New Holding	2,866	0.1%	Healthcare
MRK Merck & Co., Inc.	$255,586	$5,654 â–²	2.3%	1,989	0.1%	Healthcare
V Visa	$254,916	$254,916 â–²	New Holding	743	0.1%	Finance
EPI WisdomTree India Earnings Fund	$248,851	$8,000 â–¼	-3.1%	5,817	0.1%	ETF
SCHF Schwab International Equity ETF	$248,303	$248,303 â–²	New Holding	8,964	0.1%	ETF
CAT Caterpillar	$248,122	$248,122 â–²	New Holding	233	0.1%	Industrials
UPS United Parcel Service	$230,050	$9,568 â–²	4.3%	2,140	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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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

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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