Arta Finance Wealth Management LLC

CIK

2099257

Location

MOUNTAIN VIEW, CA

Portfolio Value

Small $234,064,609

Diversification

Diversified

Filing Date

Global Rank

#5,993 / 8,794 ▼ 9 · as of Jun 2026

Top Industry

Internet Content & Information 23.1%

Period ended 3 months ago

Filed Aug 13, 2026 · 53d

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

89 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

−1.5 pts

Top 5

35.4%

−8.0 pts

Top 10

59.6%

−5.6 pts

HHI

440

Diversified−84

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.4%	$139,092,975	22
Technology	19.1%	$44,810,118	28
Communication Services	10.0%	$23,296,312	7
Consumer Cyclical	6.4%	$14,988,894	7
Healthcare	1.8%	$4,186,178	7
Financial Services	1.2%	$2,764,047	8
Industrials	1.1%	$2,540,103	5
Energy	0.6%	$1,320,611	2
Consumer Defensive	0.3%	$783,068	2
Basic Materials	0.1%	$282,303	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+29,700	238,889	$19,466,326
FNDA	Schwab Fundamental U.S. Small Company ETF	+12,150	51,110	$1,429,581
BNDX	Vanguard Total International Bond ETF	+10,879	106,552	$5,160,313
—		+10,006	12,463	$341,610
—		+9,935	152,908	$12,702,067
INFY	Infosys Ltd	+9,484	51,242	$537,528
SYM	Symbotic Inc.	+9,446	29,219	$1,313,394
BUYZ	Franklin Disruptive Commerce ETF	+8,811	15,299	$576,667
VEA	Vanguard FTSE Developed Markets ETF	+7,536	98,564	$7,022,685
BIV	Vanguard Intermediate-Term Bond ETF	+6,237	57,251	$4,202,795
GOOGL	Alphabet Inc.	+6,097	35,901	$12,715,749
VEU	Vanguard FTSE All-World Ex-US ETF	+5,031	67,041	$4,118,692
MSFT	Microsoft Corp	+4,177	23,811	$8,881,979
VB	Vanguard Morningstar Small-Cap ETF	+3,990	50,898	$18,966,388
CRM	Salesforce, Inc.	+3,286	10,254	$1,606,391
PLTR	Palantir Technologies Inc.	+3,199	12,093	$1,410,890
AGNG	Global X Funds Global X Aging Population ETF	+3,160	30,786	$1,168,020
ADBE	Adobe Inc.	+3,007	7,861	$1,611,662
NVDA	Nvidia Corp	+3,000	25,056	$5,013,455
META	Meta Platforms, Inc.	+2,813	15,863	$8,935,469
KT	Kt Corp	+2,479	15,665	$270,691
TSLA	Tesla, Inc.	+2,200	10,771	$4,530,282
AAPL	Apple Inc.	+1,835	35,197	$10,184,603
ISRG	Intuitive Surgical Inc	+1,500	3,736	$1,485,732
SIVR	abrdn Silver ETF Trust	+1,396	30,582	$1,719,320
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−20,692	298,155	$14,968,069
UMC	United Microelectronics Corp	−19,648	11,969	$325,676
—		−17,646	171,979	$15,760,155
MRVL	Marvell Technology, Inc.	−8,069	6,277	$1,869,855
WIT	Wipro Ltd	−7,870	243,411	$547,674
ANEW	ProShares MSCI Transformational Changes ETF	−6,335	179,193	$12,074,024
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−3,487	243,656	$13,728,487
MMYT	MakeMyTrip Ltd	−2,321	10,292	$548,460
TWLO	Twilio Inc	−1,998	5,744	$1,185,159
RDY	Dr Reddys Laboratories Ltd	−1,986	36,657	$531,159
IBN	Icici Bank Ltd	−1,744	19,335	$561,295
AMD	Advanced Micro Devices Inc	−1,620	3,988	$2,316,669
ORCL	Oracle Corp	−495	7,098	$1,040,211
BKF	iShares MSCI BIC ETF	−397	2,979	$323,549
SE	Sea Ltd	−307	4,115	$394,340
T	At&T Inc.	−291	16,868	$349,167
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−223	1,177	$562,099
NTES	NetEase, Inc.	−163	2,236	$286,521
VIGI	Vanguard International Dividend Appreciation ETF	−141	2,082	$329,018
MMM	3M Co	−127	3,259	$527,664
WMT	Walmart Inc.	−50	2,451	$277,600
ABBV	AbbVie Inc.	−33	2,191	$551,343
MU	Micron Technology Inc	−25	577	$666,025
IVZ	Invesco Ltd.	−2	6,916	$351,609
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	1,545	$544,828
INTC	Intel Corp	3,417	$477,115
STX	Seagate Technology Holdings plc	427	$412,055
PANW	Palo Alto Networks Inc	1,075	$366,596
ABT	Abbott Laboratories	2,866	$260,060
V	Visa Inc.	743	$254,915
CAT	Caterpillar Inc	233	$248,121
GE	General Electric Co	591	$220,874
MS	Morgan Stanley	1,014	$211,966
ASML	Asml Holding NV	106	$210,880
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	3,281	$315,468
COST	Costco Wholesale Corp /New	297	$295,939
MA	Mastercard Inc	412	$205,859
MCK	Mckesson Corp	233	$201,628
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 tracked positions · $234,064,609 total · filing declares 105 positions · $233,656,510 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	238,889	+29,700	$19,466,326	+10.4%	8.32%
VB	Vanguard Morningstar Small-Cap ETF	Added	50,898	+3,990	$18,966,388	+26.0%	8.10%
		Reduced	171,979	-17,646	$15,760,155	−9.3%	6.73%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	298,155	-20,692	$14,968,069	−6.4%	6.39%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	243,656	-3,487	$13,728,487	—	5.87%
GOOGL	Alphabet Inc. Communication Services	Added	35,901	+6,097	$12,715,749	+48.6%	5.43%
		Added	152,908	+9,935	$12,702,067	+8.4%	5.43%
ANEW	ProShares MSCI Transformational Changes ETF	Reduced	179,193	-6,335	$12,074,024	—	5.16%
AAPL	Apple Inc. Technology	Added	35,197	+1,835	$10,184,603	+20.3%	4.35%
META	Meta Platforms, Inc. Communication Services	Added	15,863	+2,813	$8,935,469	+19.7%	3.82%
MSFT	Microsoft Corp Technology	Added	23,811	+4,177	$8,881,979	+22.2%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,114	+1,257	$8,607,410	+18.6%	3.68%
VEA	Vanguard FTSE Developed Markets ETF	Added	98,564	+7,536	$7,022,685	+20.4%	3.00%
BNDX	Vanguard Total International Bond ETF	Added	106,552	+10,879	$5,160,313	+12.3%	2.20%
NVDA	Nvidia Corp Technology	Added	25,056	+3,000	$5,013,455	+30.3%	2.14%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,771	+2,200	$4,530,282	+42.2%	1.94%
BIV	Vanguard Intermediate-Term Bond ETF	Added	57,251	+6,237	$4,202,795	+11.9%	1.80%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	67,041	+5,031	$4,118,692	+18.7%	1.76%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,988	-1,620	$2,316,669	+103.1%	0.99%
MRVL	Marvell Technology, Inc. Technology	Reduced	6,277	-8,069	$1,869,855	+31.6%	0.80%
IAU	Ishares Gold Trust	Added	23,852	+412	$1,801,064	−12.8%	0.77%
SGOL	abrdn Gold ETF Trust	Added	46,117	+1,018	$1,763,052	−12.4%	0.75%
SIVR	abrdn Silver ETF Trust	Added	30,582	+1,396	$1,719,320	−17.7%	0.73%
ADBE	Adobe Inc. Technology	Added	7,861	+3,007	$1,611,662	+36.6%	0.69%
CRM	Salesforce, Inc. Technology	Added	10,254	+3,286	$1,606,391	+23.5%	0.69%
ISRG	Intuitive Surgical Inc Healthcare	Added	3,736	+1,500	$1,485,732	+44.1%	0.63%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	51,110	+12,150	$1,429,581	+31.7%	0.61%
PLTR	Palantir Technologies Inc. Technology	Added	12,093	+3,199	$1,410,890	+8.4%	0.60%
SYM	Symbotic Inc. Industrials	Added	29,219	+9,446	$1,313,394	+24.9%	0.56%
TWLO	Twilio Inc Technology	Reduced	5,744	-1,998	$1,185,159	+21.7%	0.51%
AGNG	Global X Funds Global X Aging Population ETF	Added	30,786	+3,160	$1,168,020	+27.3%	0.50%
AVGO	Broadcom Inc. Technology	Added	2,839	+167	$1,072,432	+29.7%	0.46%
ORCL	Oracle Corp Technology	Reduced	7,098	-495	$1,040,211	−6.9%	0.44%
BNDW	Vanguard Total World Bond ETF	Added	9,763	+1,047	$806,911	+11.9%	0.34%
AMAT	Applied Materials Inc /De Technology	Added	1,104	+219	$798,192	+163.9%	0.34%
LRCX	Lam Research Corp Technology	Added	1,798	+22	$779,127	+105.3%	0.33%
XOM	ExxonMobil Holdings Corp Energy	Added	5,491	+537	$750,729	−10.7%	0.32%
MU	Micron Technology Inc Technology	Reduced	577	-25	$666,025	+227.5%	0.28%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	6,892	+29	$664,182	+1.1%	0.28%
CDNS	Cadence Design Systems Inc Technology	Added	1,549	+370	$581,370	+77.5%	0.25%
BUYZ	Franklin Disruptive Commerce ETF	Added	15,299	+8,811	$576,667	+145.7%	0.25%
JNJ	Johnson & Johnson Healthcare	Added	2,267	+132	$575,749	+10.3%	0.25%
CVX	Chevron Corp Energy	Added	3,438	+490	$569,882	−6.6%	0.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,177	-223	$562,099	+18.8%	0.24%
IBN	Icici Bank Ltd Financial Services	Reduced	19,335	-1,744	$561,295	+2.8%	0.24%
ABBV	AbbVie Inc. Healthcare	Reduced	2,191	-33	$551,343	+14.0%	0.24%
MMYT	MakeMyTrip Ltd Consumer Cyclical	Reduced	10,292	-2,321	$548,460	+16.6%	0.23%
WIT	Wipro Ltd Technology	Reduced	243,411	-7,870	$547,674	+2.8%	0.23%
APH	Amphenol Corp /De/ Technology	NEW	1,545	NEW	$544,828	NEW	0.23%
HDB	Hdfc Bank Ltd Financial Services	Added	20,847	+778	$538,478	+7.8%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.