Arta Finance Wealth Management Llc Portfolio Stock Holdings
Arta Finance Wealth Management Llc disclosed 95 stock positions valued at approximately $202.4 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, WISDOMTREE TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 95
- Portfolio Value
- $202.4M
Holdings by Sector
Arta Finance Wealth Management Llc Portfolio Holdings in Q1 2026
95 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | BIL | Other | 8.56% | 189,625 | +1,882 | +1.00% | $17,327,241 |
| WISDOMTREE TR | USFR | Other | 7.78% | 312,843 | +45,975 | +17.23% | $15,748,517 |
| VANGUARD INDEX FDS | VTI | Other | 7.43% | 46,908 | +7,088 | +17.80% | $15,048,555 |
| SELECT SECTOR SPDR TR | XLP | Other | 5.79% | 142,973 | +3,142 | +2.25% | $11,720,927 |
| ISHARES TR | TFLO | Other | 5.71% | 228,780 | -47,282 | -17.13% | $11,548,463 |
| PROSHARES TR | SSO | Other | 4.76% | 185,528 | +38,926 | +26.55% | $9,625,193 |
| SELECT SECTOR SPDR TR | XLV | Other | 4.24% | 58,501 | +2,001 | +3.54% | $8,576,832 |
| APPLE INC | AAPL | Technology | 4.18% | 33,362 | -400 | -1.18% | $8,466,942 |
| META PLATFORMS INC | META | Communication Services | 3.69% | 13,050 | +495 | +3.94% | $7,466,296 |
| MICROSOFT CORP | MSFT | Technology | 3.59% | 19,634 | +1,545 | +8.54% | $7,267,918 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.59% | 34,857 | +2,646 | +8.21% | $7,259,667 |
| ALPHABET INC | GOOG | Communication Services | 3.25% | 22,933 | +1,291 | +5.97% | $6,578,560 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.88% | 91,028 | +8,279 | +10.00% | $5,833,074 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.27% | 95,673 | +11,264 | +13.34% | $4,586,399 |
| SELECT SECTOR SPDR TR | XLU | Other | 2.00% | 88,324 | +2,822 | +3.30% | $4,053,188 |
| NVIDIA CORPORATION | NVDA | Technology | 1.90% | 22,056 | +773 | +3.63% | $3,846,566 |
| VANGUARD BD INDEX FDS | BND | Other | 1.85% | 51,014 | +3,223 | +6.74% | $3,743,917 |
| TESLA INC | TSLA | Consumer Cyclical | 1.57% | 8,571 | +791 | +10.17% | $3,186,269 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.54% | 57,831 | +6,429 | +12.51% | $3,125,766 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.27% | 41,825 | -7,538 | -15.27% | $2,562,200 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 1.03% | 29,186 | +7,300 | +33.35% | $2,090,009 |
| ISHARES GOLD TR | IAU | Other | 1.02% | 23,440 | +6,246 | +36.33% | $2,066,470 |
| ETFS GOLD TR | SGOL | Other | 0.99% | 45,099 | +11,924 | +35.94% | $2,012,317 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 6,871 | +188 | +2.81% | $1,975,825 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.86% | 15,767 | +3,202 | +25.48% | $1,747,930 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.70% | 14,346 | -1,286 | -8.23% | $1,420,971 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.64% | 8,894 | +376 | +4.41% | $1,301,014 |
| SALESFORCE INC | CRM | Technology | 0.64% | 6,968 | +1,656 | +31.17% | $1,300,717 |
| ADOBE INC | ADBE | Technology | 0.58% | 4,854 | +1,088 | +28.89% | $1,179,910 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.56% | 5,608 | +1,224 | +27.92% | $1,140,835 |
| ISHARES TR | TIP | Other | 0.56% | 10,196 | +3,762 | +58.47% | $1,125,231 |
| ORACLE CORP | ORCL | Technology | 0.55% | 7,593 | -50 | -0.65% | $1,117,006 |
| SYMBOTIC INC | SYM | Industrials | 0.52% | 19,773 | +828 | +4.37% | $1,051,924 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.51% | 2,236 | +221 | +10.97% | $1,030,774 |
| TWILIO INC | TWLO | Technology | 0.48% | 7,742 | -713 | -8.43% | $974,098 |
| GLOBAL X FDS | BOTZ | Other | 0.45% | 27,626 | -2,451 | -8.15% | $917,736 |
| EXXON MOBIL CORP | XOM | Energy | 0.42% | 4,954 | +591 | +13.55% | $840,496 |
| BROADCOM INC | AVGO | Technology | 0.41% | 2,672 | +65 | +2.49% | $827,011 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.36% | 27,080 | +474 | +1.78% | $719,857 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.35% | 8,716 | -4 | -0.05% | $718,252 |
| SPDR SERIES TRUST | JNK | Other | 0.32% | 6,863 | +1,369 | +24.92% | $653,325 |
| CHEVRON CORPORATION | CVX | Energy | 0.30% | 2,948 | +610 | +26.09% | $609,941 |
| INFOSYS LTD | INFY | Technology | 0.28% | 41,758 | +6,329 | +17.86% | $564,151 |
| ICICI BANK LIMITED | IBN | Financial Services | 0.27% | 21,079 | -664 | -3.05% | $545,946 |
| ISHARES TR | ITOT | Other | 0.27% | 3,819 | +1,052 | +38.02% | $543,940 |
| DR REDDYS LABS LTD | RDY | Healthcare | 0.26% | 38,643 | -5,938 | -13.32% | $535,206 |
| WIPRO LTD | WIT | Technology | 0.26% | 251,281 | +30,714 | +13.93% | $532,716 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.26% | 2,135 | +316 | +17.37% | $521,879 |
| HDFC BANK LTD | HDB | Financial Services | 0.25% | 20,069 | +2,842 | +16.50% | $499,317 |
| AT&T INC | T | Communication Services | 0.25% | 17,159 | +6,261 | +57.45% | $497,439 |
| 3M CO | MMM | Industrials | 0.24% | 3,386 | +1,333 | +64.93% | $491,749 |
| ABBVIE INC | ABBV | Healthcare | 0.24% | 2,224 | +477 | +27.30% | $483,698 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.23% | 1,400 | +11 | +0.79% | $473,130 |
| MAKEMYTRIP LIMITED MAURITIUS | MMYT | Other | 0.23% | 12,613 | +5,228 | +70.79% | $470,339 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.23% | 9,122 | +2,102 | +29.94% | $457,924 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.21% | 2,900 | +963 | +49.72% | $418,876 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.19% | 2,886 | +273 | +10.45% | $383,549 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.19% | 3,033 | +241 | +8.63% | $380,520 |
| LAM RESEARCH CORP | LRCX | Other | 0.19% | 1,776 | +83 | +4.90% | $379,460 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 405 | +17 | +4.38% | $372,507 |
| SEA LTD | SE | Consumer Cyclical | 0.18% | 4,422 | +1,048 | +31.06% | $366,186 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.18% | 11,880 | +2,521 | +26.94% | $364,478 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.17% | 4,179 | +4,179 | +100.00% | $344,475 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.17% | 6,918 | +2,136 | +44.67% | $343,202 |
| ISHARES TR | HDV | Other | 0.16% | 2,457 | +668 | +37.34% | $333,464 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.16% | 2,223 | +752 | +51.12% | $329,226 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.16% | 1,179 | +382 | +47.93% | $327,609 |
| NETFLIX INC. | NFLX | Communication Services | 0.16% | 3,281 | +3,281 | +100.00% | $315,468 |
| WALMART INC | WMT | Consumer Defensive | 0.15% | 2,501 | +65 | +2.67% | $310,824 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.15% | 1,886 | +1,886 | +100.00% | $305,023 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 0.15% | 2,970 | +79 | +2.73% | $303,475 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 885 | +885 | +100.00% | $302,484 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.15% | 297 | +297 | +100.00% | $295,940 |
| BAIDU INC | BIDU | Communication Services | 0.14% | 2,567 | -27 | -1.04% | $286,015 |
| UNITED MICROELECTRONICS CORP | UMC | Technology | 0.14% | 31,617 | -7,677 | -19.54% | $283,921 |
| KT CORP | KT | Communication Services | 0.14% | 13,186 | -3,176 | -19.41% | $282,840 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.14% | 958 | -550 | -36.47% | $280,370 |
| NETEASE COM INC | NTES | Communication Services | 0.13% | 2,399 | +286 | +13.54% | $268,544 |
| SYNOPSYS INC | SNPS | Technology | 0.13% | 676 | +169 | +33.33% | $268,020 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.13% | 554 | -291 | -34.44% | $265,477 |
| QUALCOMM INC | QCOM | Technology | 0.13% | 2,058 | +628 | +43.92% | $265,029 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.13% | 1,285 | -144 | -10.08% | $264,826 |
| WISDOMTREE TR | EPI | Other | 0.12% | 6,004 | -959 | -13.77% | $244,963 |
| ISHARES TR | MCHI | Other | 0.12% | 4,348 | +4,348 | +100.00% | $244,271 |
| CISCO SYS INC | CSCO | Technology | 0.12% | 3,131 | +96 | +3.16% | $241,625 |
| ISHARES INC | EWT | Other | 0.12% | 3,376 | +3,376 | +100.00% | $239,426 |
| FRANKLIN TEMPLETON ETF TR | FLJP | Other | 0.12% | 6,488 | +6,488 | +100.00% | $234,736 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 1,945 | +1,945 | +100.00% | $233,964 |
| LINDE PLC | LIN | Other | 0.11% | 459 | +459 | +100.00% | $227,554 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 0.11% | 2,363 | +2,363 | +100.00% | $219,192 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.10% | 412 | -9 | -2.14% | $205,860 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.10% | 602 | +602 | +100.00% | $203,380 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.10% | 2,051 | +2,051 | +100.00% | $201,777 |
| MCKESSON CORP | MCK | Healthcare | 0.10% | 233 | +233 | +100.00% | $201,629 |
| PROSPECT CAP CORP | PSEC | Financial Services | 0.03% | 26,944 | -35,773 | -57.04% | $70,324 |