Q2 2026 13F · SEC CIK 2099257

Arta Finance Wealth Management LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $233.7M
Reported positions: 105
Holdings vs S&P 500, 3 yrs: —
Assets under management: $153.4M

Arta Finance Wealth Management LLC is a wealth manager that reported 105 positions worth $233.7M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Vanguard Index Fds (VTI, 8.0%), SPDR Brcy1-3 Ser (BIL, 6.7%), Wisdomtree Tr (USFR, 6.3%).

Arta Finance Wealth Management LLC holdings largest 50 of 105 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Arta Finance Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	8.0%	7.4%	50,481	+7.6%	$18.7M
BILSPDR Brcy1-3 Ser	6.7%	8.6%	171,979	-9.3%	$15.7M
USFRWisdomtree Tr	6.3%	7.8%	292,338	-6.6%	$14.7M
XLPState Street Consumer Staples Select Sec	5.4%	5.8%	152,908	+6.9%	$12.7M
SSOProshares Tr	5.2%	4.8%	179,193	-3.4%	$12.1M
TFLOIshares Tr	4.7%	5.7%	216,130	-5.5%	$10.9M
AAPLApple Inc	4.4%	4.2%	35,197	+5.5%	$10.2M
GOOGAlphabet Inc	4.3%	3.3%	28,265	+23.3%	$10.0M
XLVSelect Sector Spdr Tr	3.9%	4.2%	57,207	-2.2%	$9.1M
METAMeta Platforms Inc Class A	3.8%	3.7%	15,863	+21.6%	$8.9M
MSFTMicrosoft Corp	3.8%	3.6%	23,811	+21.3%	$8.9M
AMZNAmazon Com Inc Com	3.7%	3.6%	36,114	+3.6%	$8.6M
VEAVanguard Tax-Managed Fds	3.0%	2.9%	98,564	+8.3%	$7.0M
BNDXVanguard Charlotte Fds	2.2%	2.3%	106,552	+11.4%	$5.1M
NVDANvidia Corporation Com	2.1%	1.9%	25,056	+13.6%	$5.0M
XLUSpdr	2.0%	2.0%	101,541	+15.0%	$4.6M
TSLATesla Inc Com	1.9%	1.6%	10,771	+25.7%	$4.5M
BNDVanguard Total Bond Market ETF	1.8%	1.9%	57,251	+12.2%	$4.2M
VWOVanguard Intl Equity Index F	1.6%	1.5%	62,985	+8.9%	$3.8M
XLEState Street Energy Select Sector Spdr E	1.3%	1.3%	56,521	+35.1%	$3.0M
GOOGLAlphabet Inc	1.2%	1.0%	7,636	+11.1%	$2.7M
AMDAdvanced Micro Devices Inc	1.0%	0.6%	3,988	-28.9%	$2.3M
XLCSelect Sector Spdr Tr	0.9%	0.9%	20,577	+30.5%	$2.2M
MRVLMarvell Technology Inc	0.8%	0.7%	6,277	-56.2%	$1.9M
IAUIshares Gold Trust	0.8%	1.0%	23,852	+1.8%	$1.8M
SGOLEtfs Gold Tr	0.8%	1.0%	46,117	+2.3%	$1.8M
SIVRAbrdn Silver ETF Trust	0.7%	1.0%	30,582	+4.8%	$1.7M
ADBEAdobe Inc	0.7%	0.6%	7,861	+61.9%	$1.6M
CRMSalesforce Inc Com	0.7%	0.6%	10,254	+47.2%	$1.6M
ISRGIntuitive Surgical Inc	0.6%	0.5%	3,736	+67.1%	$1.5M
PLTRPalantir Technologies Inclass Class A	0.6%	0.6%	12,093	+36.0%	$1.4M
SYMSymbotic Inc	0.6%	0.5%	29,219	+47.8%	$1.3M
TWLOTwilio Inc Cl A	0.5%	0.5%	5,744	-25.8%	$1.2M
TIPiShares TIPS Bond ETF	0.5%	0.6%	10,921	+7.1%	$1.2M
BOTZGlobal X Fds	0.5%	0.5%	30,786	+11.4%	$1.2M
AVGOBroadcom Inc	0.5%	0.4%	2,839	+6.3%	$1.1M
ORCLOracle Corp	0.4%	0.6%	7,098	-6.5%	$1.0M
VCITVanguard Scottsdale Fds	0.3%	0.4%	9,763	+12.0%	$804K
AMATApplied Matls Inc	0.3%	—	1,104	—	$798K
SCHPSchwab Strategic Tr	0.3%	0.4%	29,783	+10.0%	$783K
LRCXLam Research Corp	0.3%	—	1,798	—	$779K
ITOTIshares Total US Stock Market ETF	0.3%	0.3%	4,735	+24.0%	$778K
XOMExxon Mobil Corp	0.3%	0.4%	5,491	+10.8%	$751K
MUMicron Technology Inc	0.3%	—	577	—	$666K
JNKState Street Spdr Bloomberg High Yield B	0.3%	0.3%	6,892	+0.4%	$661K
CDNSCadence Design System Inc	0.2%	—	1,549	—	$581K
XLKState Street Technology Select Sector Sp	0.2%	—	3,043	—	$580K
JNJJohnson & Johnson	0.2%	0.3%	2,267	+6.2%	$576K
CVXChevron Corp New	0.2%	0.3%	3,438	+16.6%	$570K
TSMTaiwan Semiconductor Manufac	0.2%	—	1,177	—	$562K

What Arta Finance Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ISRG Intuitive Surgical Inc+67.1% shares
ADBE Adobe Inc+61.9% shares
SYM Symbotic Inc+47.8% shares
CRM Salesforce Inc Com+47.2% shares
PLTR Palantir Technologies Inclass Class A+36.0% shares
XLE State Street Energy Select Sector Spdr E+35.1% shares
XLC Select Sector Spdr Tr+30.5% shares
TSLA Tesla Inc Com+25.7% shares

Reduced

MRVL Marvell Technology Inc-56.2% shares
AMD Advanced Micro Devices Inc-28.9% shares
TWLO Twilio Inc Cl A-25.8% shares
BIL SPDR Brcy1-3 Ser-9.3% shares
USFR Wisdomtree Tr-6.6% shares
ORCL Oracle Corp-6.5% shares
TFLO Ishares Tr-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$233.7M	105
Q1 2026	$202.4M	95
Q4 2025	$196.0M	90

Questions about Arta Finance Wealth Management LLC's portfolio

What stocks does Arta Finance Wealth Management LLC own?

Arta Finance Wealth Management LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 105 positions worth $233.7M. The largest are Vanguard Index Fds (VTI) at 8.0%, SPDR Brcy1-3 Ser (BIL) at 6.7%, Wisdomtree Tr (USFR) at 6.3%, State Street Consumer Staples Select Sec (XLP) at 5.4% and Proshares Tr (SSO) at 5.2%.

What did Arta Finance Wealth Management LLC buy last quarter?

In Q2 2026, Arta Finance Wealth Management LLC added Intuitive Surgical Inc (ISRG) (+67.1% shares), Adobe Inc (ADBE) (+61.9% shares) and Symbotic Inc (SYM) (+47.8% shares), compared with its Q1 2026 filing.

What did Arta Finance Wealth Management LLC sell last quarter?

In Q2 2026, Arta Finance Wealth Management LLC cut from its top 50 Infosys Ltd (INFY), cut from its top 50 Icici Bank Limited (IBN), cut from its top 50 Dr Reddys Labs Ltd (RDY), cut from its top 50 Wipro Ltd (WIT), cut from its top 50 Hdfc Bk Ltd ADR (HDB), Marvell Technology Inc (MRVL) (-56.2% shares), Advanced Micro Devices Inc (AMD) (-28.9% shares) and Twilio Inc Cl A (TWLO) (-25.8% shares), compared with its Q1 2026 filing.

When is Arta Finance Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Arta Finance Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Arta Finance Wealth Management LLC manage?

Arta Finance Wealth Management LLC reported $153.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $233.7M.