Arta Finance Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$202.4M
Q ending 2026-03-31
Prior quarter
$196.0M
Q ending 2025-12-31
Change
+3.3% QoQ
Positions
95
reported holdings
Largest positions
All 95 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | BIL | Shares | $17.3M | 190K |
| Wisdomtree Tr | USFR | Shares | $15.7M | 313K |
| Vanguard Index Fds | VTI | Shares | $15.0M | 47K |
| Select Sector Spdr Tr | XLP | Shares | $11.7M | 143K |
| Ishares Tr | TFLO | Shares | $11.5M | 229K |
| Proshares Tr | SSO | Shares | $9.6M | 186K |
| Select Sector Spdr Tr | XLV | Shares | $8.6M | 59K |
| Apple Inc | AAPL | Shares | $8.5M | 33K |
| Meta Platforms Inc | META | Shares | $7.5M | 13K |
| Microsoft Corp | MSFT | Shares | $7.3M | 20K |
| Amazon Com Inc | AMZN | Shares | $7.3M | 35K |
| Alphabet Inc | GOOG | Shares | $6.6M | 23K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.8M | 91K |
| Vanguard Charlotte Fds | BNDX | Shares | $4.6M | 96K |
| Select Sector Spdr Tr | XLU | Shares | $4.1M | 88K |
| Nvidia Corporation | NVDA | Shares | $3.8M | 22K |
| Vanguard Bd Index Fds | BND | Shares | $3.7M | 51K |
| Tesla Inc | TSLA | Shares | $3.2M | 9K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.1M | 58K |
| Select Sector Spdr Tr | XLE | Shares | $2.6M | 42K |
| Abrdn Silver Etf Trust | SIVR | Shares | $2.1M | 29K |
| Ishares Gold Tr | IAU | Shares | $2.1M | 23K |
| Etfs Gold Tr | SGOL | Shares | $2.0M | 45K |
| Alphabet Inc | GOOGL | Shares | $2.0M | 7K |
| Select Sector Spdr Tr | XLC | Shares | $1.7M | 16K |
| Marvell Technology Inc | MRVL | Shares | $1.4M | 14K |
| Palantir Technologies Inc | PLTR | Shares | $1.3M | 9K |
| Salesforce Inc | CRM | Shares | $1.3M | 7K |
| Adobe Inc | ADBE | Shares | $1.2M | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $1.1M | 6K |
| Ishares Tr | TIP | Shares | $1.1M | 10K |
| Oracle Corp | ORCL | Shares | $1.1M | 8K |
| Symbotic Inc | SYM | Shares | $1.1M | 20K |
| Intuitive Surgical Inc | ISRG | Shares | $1.0M | 2K |
| Twilio Inc | TWLO | Shares | $974K | 8K |
| Global X Fds | BOTZ | Shares | $918K | 28K |
| Exxon Mobil Corp | XOM | Shares | $840K | 5K |
| Broadcom Inc | AVGO | Shares | $827K | 3K |
| Schwab Strategic Tr | SCHP | Shares | $720K | 27K |
| Vanguard Scottsdale Fds | VCIT | Shares | $718K | 9K |
| Spdr Series Trust | JNK | Shares | $653K | 7K |
| Chevron Corporation | CVX | Shares | $610K | 3K |
| Infosys Ltd | INFY | Shares | $564K | 42K |
| Icici Bank Limited | IBN | Shares | $546K | 21K |
| Ishares Tr | ITOT | Shares | $544K | 4K |
| Dr Reddys Labs Ltd | RDY | Shares | $535K | 39K |
| Wipro Ltd | WIT | Shares | $533K | 251K |
| Johnson & Johnson | JNJ | Shares | $522K | 2K |
| Hdfc Bank Ltd | HDB | Shares | $499K | 20K |
| At&T Inc | T | Shares | $497K | 17K |
| 3M Co | MMM | Shares | $492K | 3K |
| Abbvie Inc | ABBV | Shares | $484K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $473K | 1K |
| Makemytrip Limited Mauritius | Shares | $470K | 13K | |
| Verizon Communications Inc | VZ | Shares | $458K | 9K |
| Procter & Gamble Co | PG | Shares | $419K | 3K |
| Select Sector Spdr Tr | XLK | Shares | $384K | 3K |
| Alibaba Group Hldg Ltd | BABA | Shares | $381K | 3K |
| Lam Research Corp | LRCX | Shares | $379K | 2K |
| Eli Lilly & Co | LLY | Shares | $373K | 405 |
| Sea Ltd | SE | Shares | $366K | 4K |
| Schwab Strategic Tr | SCHD | Shares | $364K | 12K |
| Vanguard Intl Equity Index F | VGK | Shares | $344K | 4K |
| Invesco Exch Traded Fd Tr Ii | SPHD | Shares | $343K | 7K |
| Ishares Tr | HDV | Shares | $333K | 2K |
| Vanguard Whitehall Fds | VYM | Shares | $329K | 2K |
| Cadence Design System Inc | CDNS | Shares | $328K | 1K |
| Netflix Inc. | NFLX | Shares | $315K | 3K |
| Walmart Inc | WMT | Shares | $311K | 3K |
| Select Sector Spdr Tr | XLI | Shares | $305K | 2K |
| Pdd Holdings Inc | PDD | Shares | $303K | 3K |
| Applied Matls Inc | AMAT | Shares | $302K | 885 |
| Costco Wholesale Corporation | COST | Shares | $296K | 297 |
| Baidu Inc | BIDU | Shares | $286K | 3K |
| United Microelectronics Corp | UMC | Shares | $284K | 32K |
| Kt Corp | KT | Shares | $283K | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $280K | 958 |
| Netease Com Inc | NTES | Shares | $269K | 2K |
| Synopsys Inc | SNPS | Shares | $268K | 676 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $265K | 554 |
| Qualcomm Inc | QCOM | Shares | $265K | 2K |
| Toyota Motor Corp | TM | Shares | $265K | 1K |
| Wisdomtree Tr | EPI | Shares | $245K | 6K |
| Ishares Tr | MCHI | Shares | $244K | 4K |
| Cisco Sys Inc | CSCO | Shares | $242K | 3K |
| Ishares Inc | EWT | Shares | $239K | 3K |
| Franklin Templeton Etf Tr | FLJP | Shares | $235K | 6K |
| Merck & Co Inc | MRK | Shares | $234K | 2K |
| Linde Plc | Shares | $228K | 459 | |
| Lattice Semiconductor Corp | LSCC | Shares | $219K | 2K |
| Mastercard Incorporated | MA | Shares | $206K | 412 |
| Micron Technology Inc | MU | Shares | $203K | 602 |
| United Parcel Svcs Inc | UPS | Shares | $202K | 2K |
| Mckesson Corp | MCK | Shares | $202K | 233 |
| Prospect Cap Corp | PSEC | Shares | $70K | 27K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.