Arta Finance Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Arta Finance Wealth Management Llc disclosed 105 stock positions valued at approximately $233.66M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, SPDR SERIES TRUST, and WISDOMTREE TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 105
- Portfolio Value
- $233.66M
Holdings by Sector
Arta Finance Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 7.99% | 50,481 | +3,573 | +7.62% | $18,679,989 |
| SPDR SERIES TRUST | BIL | Other | 6.73% | 171,979 | -17,646 | -9.31% | $15,714,136 |
| WISDOMTREE TR | USFR | Other | 6.30% | 292,338 | -20,505 | -6.55% | $14,719,218 |
| SELECT SECTOR SPDR TR | XLP | Other | 5.44% | 152,908 | +9,935 | +6.95% | $12,702,068 |
| PROSHARES TR | SSO | Other | 5.17% | 179,193 | -6,335 | -3.41% | $12,074,024 |
| ISHARES TR | TFLO | Other | 4.67% | 216,130 | -12,650 | -5.53% | $10,909,210 |
| APPLE INC | AAPL | Technology | 4.36% | 35,197 | +1,835 | +5.50% | $10,184,604 |
| ALPHABET INC | GOOG | Communication Services | 4.27% | 28,265 | +5,332 | +23.25% | $9,986,872 |
| SELECT SECTOR SPDR TR | XLV | Other | 3.88% | 57,207 | -1,294 | -2.21% | $9,076,463 |
| META PLATFORMS INC | META | Communication Services | 3.82% | 15,863 | +2,813 | +21.56% | $8,935,469 |
| MICROSOFT CORP | MSFT | Technology | 3.80% | 23,811 | +4,177 | +21.27% | $8,881,979 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.68% | 36,114 | +1,257 | +3.61% | $8,607,411 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.01% | 98,564 | +7,536 | +8.28% | $7,022,685 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.20% | 106,552 | +10,879 | +11.37% | $5,148,465 |
| NVIDIA CORPORATION | NVDA | Technology | 2.15% | 25,056 | +3,000 | +13.60% | $5,013,455 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.97% | 101,541 | +13,217 | +14.96% | $4,603,869 |
| TESLA INC | TSLA | Consumer Cyclical | 1.94% | 10,771 | +2,200 | +25.67% | $4,530,283 |
| VANGUARD BD INDEX FDS | BND | Other | 1.79% | 57,251 | +6,237 | +12.23% | $4,188,801 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.61% | 62,985 | +5,154 | +8.91% | $3,759,575 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.28% | 56,521 | +14,696 | +35.14% | $3,001,830 |
| ALPHABET INC | GOOGL | Communication Services | 1.17% | 7,636 | +765 | +11.13% | $2,728,877 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.99% | 3,988 | -1,620 | -28.89% | $2,316,669 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.94% | 20,577 | +4,810 | +30.51% | $2,204,414 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.80% | 6,277 | -8,069 | -56.25% | $1,869,856 |
| ISHARES GOLD TR | IAU | Other | 0.77% | 23,852 | +412 | +1.76% | $1,801,065 |
| ETFS GOLD TR | SGOL | Other | 0.75% | 46,117 | +1,018 | +2.26% | $1,763,053 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.74% | 30,582 | +1,396 | +4.78% | $1,719,320 |
| ADOBE INC | ADBE | Technology | 0.69% | 7,861 | +3,007 | +61.95% | $1,611,662 |
| SALESFORCE INC | CRM | Technology | 0.69% | 10,254 | +3,286 | +47.16% | $1,606,392 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.64% | 3,736 | +1,500 | +67.08% | $1,485,732 |
Showing 30 of 105 holdings in the latest reporting period.