# Arta Finance Wealth Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2099257. Source: https://holderbook.com/funds/2099257-arta-finance-wealth-management-llc/

- Reported value: $233.7M
- Positions: 105
- Weight of the ten largest: 52.6%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $18.7M | 50,481 | 8.0% | 3 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $15.7M | 171,979 | 6.7% | 3 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $14.7M | 292,338 | 6.3% | 3 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $12.7M | 152,908 | 5.4% | 3 |
| PROSHARES TR | [SSO](https://holderbook.com/stocks/SSO/) | $12.1M | 179,193 | 5.2% | 3 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $10.9M | 216,130 | 4.7% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.2M | 35,197 | 4.4% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $10.0M | 28,265 | 4.3% | 3 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $9.1M | 57,207 | 3.9% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.9M | 15,863 | 3.8% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.9M | 23,811 | 3.8% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.6M | 36,114 | 3.7% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $7.0M | 98,564 | 3.0% | 3 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $5.1M | 106,552 | 2.2% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.0M | 25,056 | 2.1% | 3 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $4.6M | 101,541 | 2.0% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.5M | 10,771 | 1.9% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $4.2M | 57,251 | 1.8% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $3.8M | 62,985 | 1.6% | 3 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $3.0M | 56,521 | 1.3% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.7M | 7,636 | 1.2% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.3M | 3,988 | 1.0% | 3 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $2.2M | 20,577 | 0.9% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.9M | 6,277 | 0.8% | 3 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.8M | 23,852 | 0.8% | 3 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $1.8M | 46,117 | 0.8% | 3 |
| ABRDN SILVER ETF TRUST | [SIVR](https://holderbook.com/stocks/SIVR/) | $1.7M | 30,582 | 0.7% | 3 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $1.6M | 7,861 | 0.7% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.6M | 10,254 | 0.7% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $1.5M | 3,736 | 0.6% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.4M | 12,093 | 0.6% | 3 |
| SYMBOTIC INC | [SYM](https://holderbook.com/stocks/SYM/) | $1.3M | 29,219 | 0.6% | 3 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $1.2M | 5,744 | 0.5% | 3 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $1.2M | 10,921 | 0.5% | 3 |
| GLOBAL X FDS | [BOTZ](https://holderbook.com/stocks/BOTZ/) | $1.2M | 30,786 | 0.5% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.1M | 2,839 | 0.5% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.0M | 7,098 | 0.4% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $803.7K | 9,763 | 0.3% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $798.2K | 1,104 | 0.3% | 2 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $782.7K | 29,783 | 0.3% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $779.1K | 1,798 | 0.3% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $777.8K | 4,735 | 0.3% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $750.7K | 5,491 | 0.3% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $665.9K | 577 | 0.3% | 2 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $660.5K | 6,892 | 0.3% | 3 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $581.4K | 1,549 | 0.2% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $579.8K | 3,043 | 0.2% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $575.8K | 2,267 | 0.2% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $569.9K | 3,438 | 0.2% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $562.1K | 1,177 | 0.2% | 3 |
| ICICI BANK LIMITED | [IBN](https://holderbook.com/stocks/IBN/) | $561.3K | 19,335 | 0.2% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $551.3K | 2,191 | 0.2% | 3 |
| MAKEMYTRIP LIMITED MAURITIUS | [MMYT](https://holderbook.com/stocks/MMYT/) | $548.5K | 10,292 | 0.2% | 3 |
| WIPRO LTD | [WIT](https://holderbook.com/stocks/WIT/) | $547.7K | 243,411 | 0.2% | 3 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $538.5K | 20,847 | 0.2% | 3 |
| INFOSYS LTD | [INFY](https://holderbook.com/stocks/INFY/) | $537.5K | 51,242 | 0.2% | 3 |
| DR REDDYS LABS LTD | [RDY](https://holderbook.com/stocks/RDY/) | $531.2K | 36,657 | 0.2% | 3 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $527.7K | 3,259 | 0.2% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $526.5K | 439 | 0.2% | 3 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $514.8K | 1,154 | 0.2% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $505.5K | 3,447 | 0.2% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $477.1K | 3,417 | 0.2% | 1 |
| LATTICE SEMICONDUCTOR CORP | [LSCC](https://holderbook.com/stocks/LSCC/) | $459.8K | 3,006 | 0.2% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $451.8K | 2,445 | 0.2% | 3 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $434.7K | 10,267 | 0.2% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $412.1K | 427 | 0.2% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $402.3K | 804 | 0.2% | 3 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $394.3K | 4,115 | 0.2% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $392.0K | 12,363 | 0.2% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $379.9K | 3,246 | 0.2% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $378.0K | 1,160 | 0.2% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $366.6K | 1,075 | 0.2% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $359.1K | 4,056 | 0.2% | 2 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $352.4K | 3,672 | 0.2% | 3 |
| INVESCO EXCH TRADED FD TR II | [SPHD](https://holderbook.com/stocks/SPHD/) | $351.6K | 6,916 | 0.2% | 3 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $349.2K | 16,868 | 0.1% | 3 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $341.6K | 12,463 | 0.1% | 3 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $329.0K | 2,082 | 0.1% | 3 |
| UNITED MICROELECTRONICS CORP | [UMC](https://holderbook.com/stocks/UMC/) | $325.7K | 11,969 | 0.1% | 3 |
| ISHARES INC | [EWT](https://holderbook.com/stocks/EWT/) | $323.5K | 2,979 | 0.1% | 2 |
| FRANKLIN TEMPLETON ETF TR | [FLJP](https://holderbook.com/stocks/FLJP/) | $308.9K | 7,771 | 0.1% | 2 |
| ISHARES TR | [MCHI](https://holderbook.com/stocks/MCHI/) | $308.6K | 6,048 | 0.1% | 2 |
| BAIDU INC | [BIDU](https://holderbook.com/stocks/BIDU/) | $304.0K | 2,660 | 0.1% | 3 |
| PDD HOLDINGS INC | [PDD](https://holderbook.com/stocks/PDD/) | $290.7K | 3,811 | 0.1% | 3 |
| NETEASE COM INC | [NTES](https://holderbook.com/stocks/NTES/) | $286.5K | 2,236 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $286.4K | 417 | 0.1% | 1 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $282.3K | 544 | 0.1% | 2 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $279.8K | 1,386 | 0.1% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $277.6K | 2,451 | 0.1% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $272.4K | 1,545 | 0.1% | 1 |
| KT CORP | [KT](https://holderbook.com/stocks/KT/) | $270.7K | 15,665 | 0.1% | 3 |
| FRANKLIN TEMPLETON ETF TR | [FLIN](https://holderbook.com/stocks/FLIN/) | $267.8K | 7,528 | 0.1% | 1 |
| TOYOTA MOTOR CORP | [TM](https://holderbook.com/stocks/TM/) | $265.3K | 1,575 | 0.1% | 3 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $260.1K | 2,866 | 0.1% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $255.6K | 1,989 | 0.1% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $254.9K | 743 | 0.1% | 1 |
| WISDOMTREE TR | [EPI](https://holderbook.com/stocks/EPI/) | $248.9K | 5,817 | 0.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $248.3K | 8,964 | 0.1% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $248.1K | 233 | 0.1% | 1 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $230.1K | 2,140 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.1% | +14.8% | -5.7% | 100% |
| Q1 2026 | -4.6% | -4.6% | -0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $233.7M | 105 |
| Q1 2026 | $202.4M | 95 |
| Q4 2025 | $196.0M | 90 |