Q3 2026 13F · SEC CIK 2099257

Arta Finance Wealth Management LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $211.1M
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 $211.1M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Vanguard Index Fds (VTI, 9.6%), Spdr Series Trust (BIL, 6.9%), Proshares Tr (SSO, 5.7%).

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

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	9.6%	8.0%	54,146	+7.3%	$20.3M
BILSpdr Series Trust	6.9%	6.7%	159,941	-7.0%	$14.6M
SSOProshares Tr	5.7%	5.2%	173,516	-3.2%	$12.0M
TFLOIshares Tr	5.7%	4.7%	236,918	+9.6%	$12.0M
USFRWisdomtree Tr	5.5%	6.3%	232,281	-20.5%	$11.7M
XLPSelect Sector Spdr Tr	5.2%	5.4%	136,487	-10.7%	$11.0M
VEAVanguard Ftse Developed Markets Index Fu	3.6%	3.0%	106,869	+8.4%	$7.5M
AAPLApple Inc	3.3%	4.4%	20,899	-40.6%	$7.0M
XLVSelect Sector Spdr Tr	3.2%	3.9%	39,763	-30.5%	$6.7M
MSFTMicrosoft Corp	2.7%	3.8%	10,998	-53.8%	$5.6M
METAMeta Platforms Inc	2.6%	3.8%	7,569	-52.3%	$5.5M
BNDXVanguard Charlotte Fds	2.6%	2.2%	115,394	+8.3%	$5.4M
NVDANvidia Corporation	2.5%	2.1%	23,272	-7.1%	$5.3M
GOOGAlphabet Inc	2.4%	4.3%	15,082	-46.6%	$5.1M
TSLATesla Inc	2.2%	1.9%	12,902	+19.8%	$4.6M
BNDVanguard Bd Index Fds	2.1%	1.8%	64,027	+11.8%	$4.5M
VWOVanguard Intl Equity Index F	1.9%	1.6%	68,214	+8.3%	$4.0M
AMZNAmazon Com Inc	1.9%	3.7%	16,144	-55.3%	$4.0M
XLUSelect Sector Spdr Tr	1.9%	2.0%	101,658	+0.1%	$4.0M
GOOGLAlphabet Inc	1.5%	1.2%	9,136	+19.6%	$3.1M
XLESelect Sector Spdr Tr	1.2%	1.3%	42,208	-25.3%	$2.6M
AMDAdvanced Micro Devices Inc	1.2%	1.0%	4,219	+5.8%	$2.6M
MRVLMarvell Technology Inc	1.0%	0.8%	8,160	+30.0%	$2.2M
ISRGIntuitive Surgical Inc	0.9%	0.6%	4,660	+24.7%	$1.9M
IAUIshares Gold Tr	0.9%	0.8%	24,048	+0.8%	$1.9M
SGOLEtfs Gold Tr	0.9%	0.8%	46,491	+0.8%	$1.8M
SIVRAbrdn Silver ETF Trust	0.8%	0.7%	31,044	+1.5%	$1.8M
ADBEAdobe Inc	0.8%	0.7%	7,316	-6.9%	$1.8M
PLTRPalantir Technologies Inc	0.8%	0.6%	9,258	-23.4%	$1.7M
CRMSalesforce Inc	0.8%	0.7%	7,466	-27.2%	$1.7M
TWLOTwilio Inc	0.7%	0.5%	5,247	-8.7%	$1.5M
SYMSymbotic Inc	0.6%	0.6%	31,382	+7.4%	$1.3M
BOTZGlobal X Fds	0.6%	0.5%	37,459	+21.7%	$1.3M
XLCSelect Sector Spdr Tr	0.6%	0.9%	10,803	-47.5%	$1.2M
TIPIshares Tr	0.6%	0.5%	11,513	+5.4%	$1.2M
XLKSelect Sector Spdr Tr	0.6%	0.2%	6,118	+101.1%	$1.2M
XOMExxonmobil Holdings Corp	0.4%	—	5,524	—	$899K
ORCLOracle Corp	0.4%	0.4%	6,383	-10.1%	$873K
VCITVanguard Scottsdale Fds	0.4%	0.3%	10,721	+9.8%	$836K
SCHPSchwab Strategic Tr	0.4%	0.3%	33,167	+11.4%	$832K
AVGOBroadcom Inc	0.4%	0.5%	2,357	-17.0%	$828K
ITOTIshares Tr	0.4%	0.3%	4,782	+1.0%	$795K
XLISelect Sector Spdr Tr	0.4%	—	4,494	—	$750K
CVXChevron Corporation	0.3%	0.2%	3,282	-4.5%	$670K
CDNSCadence Design System Inc	0.3%	0.2%	2,004	+29.4%	$662K
JNKSpdr Series Trust	0.3%	0.3%	7,074	+2.6%	$652K
MUMicron Technology Inc	0.3%	0.3%	597	+3.5%	$636K
JNJJohnson & Johnson	0.3%	0.2%	2,364	+4.3%	$626K
AMATApplied Matls Inc	0.3%	0.3%	1,219	+10.4%	$623K
ABBVAbbvie Inc	0.3%	—	2,387	—	$621K

What Arta Finance Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$211.1M	105
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 Q3 2026 and filed Oct 28, 2026, lists 105 positions worth $211.1M. The largest are Vanguard Index Fds (VTI) at 9.6%, Spdr Series Trust (BIL) at 6.9%, Proshares Tr (SSO) at 5.7%, Ishares Tr (TFLO) at 5.7% and Wisdomtree Tr (USFR) at 5.5%.

What did Arta Finance Wealth Management LLC buy last quarter?

In Q3 2026, Arta Finance Wealth Management LLC added Select Sector Spdr Tr (XLK) (+101.1% shares), Marvell Technology Inc (MRVL) (+30.0% shares) and Cadence Design System Inc (CDNS) (+29.4% shares), compared with its Q2 2026 filing.

What did Arta Finance Wealth Management LLC sell last quarter?

In Q3 2026, Arta Finance Wealth Management LLC cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Taiwan Semiconductor Manufac (TSM), Amazon Com Inc (AMZN) (-55.3% shares), Microsoft Corp (MSFT) (-53.8% shares) and Meta Platforms Inc (META) (-52.3% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $211.1M.