Arta Finance Wealth Management LLC
CIK
2099257
Location
MOUNTAIN VIEW, CA
Portfolio Value
Small
$127,301,786
Diversification
Diversified
Filing Date
Global Rank
#5,416
/ 8,517
▲ 442
Top Industry
Internet Content & Information
23.3%
3Y Alpha vs SPY
-6.8%
Period ended 46 days ago
Filed Aug 13, 2026 · 2d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+10.8%
SPY
+13.9%
Annualised alpha
-6.9%
Max drawdown
−8.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
12.4%
−3.9 pts
Top 5
44.4%
−1.6 pts
Top 10
68.2%
−0.9 pts
HHI
562
Diversified−68
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.8% | $44,265,290 |
| Unclassified | 26.1% | $33,226,589 |
| Communication Services | 18.3% | $23,296,312 |
| Consumer Cyclical | 11.8% | $14,988,894 |
| Healthcare | 3.3% | $4,186,178 |
| Industrials | 2.0% | $2,540,103 |
| Financial Services | 1.9% | $2,412,438 |
| Energy | 1.0% | $1,320,611 |
| Consumer Defensive | 0.6% | $783,068 |
| Basic Materials | 0.2% | $282,303 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | +10,879 | 106,552 | $5,160,313 | |
| INFY | Infosys Ltd | +9,484 | 51,242 | $537,528 | |
| SYM | Symbotic Inc. | +9,446 | 29,219 | $1,313,394 | |
| VEA | Vanguard FTSE Developed Markets ETF | +7,536 | 98,564 | $7,022,685 | |
| GOOGL | Alphabet Inc. | +6,097 | 35,901 | $12,715,749 | |
| MSFT | Microsoft Corp | +4,177 | 23,811 | $8,881,979 | |
| CRM | Salesforce, Inc. | +3,286 | 10,254 | $1,606,391 | |
| PLTR | Palantir Technologies Inc. | +3,199 | 12,093 | $1,410,890 | |
| 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 | |
| AMZN | Amazon Com Inc | +1,257 | 36,114 | $8,607,410 | |
| VZ | Verizon Communications Inc | +1,145 | 10,267 | $434,704 | |
| SGOL | abrdn Gold ETF Trust | +1,018 | 46,117 | $1,763,052 | |
| PDD | PDD Holdings Inc. | +841 | 3,811 | $290,703 | |
| HDB | Hdfc Bank Ltd | +778 | 20,847 | $538,478 | |
| PSEC | Prospect Capital Corp | +662 | 27,606 | $63,769 | |
| LSCC | Lattice Semiconductor Corp | +643 | 3,006 | $459,797 | |
| BABA | Alibaba Group Holding Ltd | +639 | 3,672 | $352,438 | |
| PG | PROCTER & GAMBLE Co | +547 | 3,447 | $505,468 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UMC | United Microelectronics Corp | −19,648 | 11,969 | $325,676 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | −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 | |
| 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 | |
| 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 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| APH | Amphenol Corp /De/ | 1,545 | $0 | |
| No positions match the current search. | ||||
72 tracked positions ·
$127,301,786 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 72 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Reduced | 171,979 | $15,760,155 | 12.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 35,901 | $12,715,749 | 9.99% | |
| AAPL |
Apple Inc.
Technology
|
Added | 35,197 | $10,184,603 | 8.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 15,863 | $8,935,469 | 7.02% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,811 | $8,881,979 | 6.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 36,114 | $8,607,410 | 6.76% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 98,564 | $7,022,685 | 5.52% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 106,552 | $5,160,313 | 4.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 25,056 | $5,013,455 | 3.94% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 10,771 | $4,530,282 | 3.56% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,988 | $2,316,669 | 1.82% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 6,277 | $1,869,855 | 1.47% | |
| IAU |
Ishares Gold Trust
|
Added | 23,852 | $1,801,064 | 1.41% | |
| SGOL |
abrdn Gold ETF Trust
|
Added | 46,117 | $1,763,052 | 1.38% | |
| SIVR |
abrdn Silver ETF Trust
|
Added | 30,582 | $1,719,320 | 1.35% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 7,861 | $1,611,662 | 1.27% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 10,254 | $1,606,391 | 1.26% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 3,736 | $1,485,732 | 1.17% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 12,093 | $1,410,890 | 1.11% | |
| SYM |
Symbotic Inc.
Industrials
|
Added | 29,219 | $1,313,394 | 1.03% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 5,744 | $1,185,159 | 0.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,839 | $1,072,432 | 0.84% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 7,098 | $1,040,211 | 0.82% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,104 | $798,192 | 0.63% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,798 | $779,127 | 0.61% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,491 | $750,729 | 0.59% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 577 | $666,025 | 0.52% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 1,549 | $581,370 | 0.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,267 | $575,749 | 0.45% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,438 | $569,882 | 0.45% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,177 | $562,099 | 0.44% | |
| IBN |
Icici Bank Ltd
Financial Services
|
Reduced | 19,335 | $561,295 | 0.44% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,191 | $551,343 | 0.43% | |
| MMYT |
MakeMyTrip Ltd
Consumer Cyclical
|
Reduced | 10,292 | $548,460 | 0.43% | |
| WIT |
Wipro Ltd
Technology
|
Reduced | 243,411 | $547,674 | 0.43% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Added | 20,847 | $538,478 | 0.42% | |
| INFY |
Infosys Ltd
Technology
|
Added | 51,242 | $537,528 | 0.42% | |
| RDY |
Dr Reddys Laboratories Ltd
Healthcare
|
Reduced | 36,657 | $531,159 | 0.42% | |
| MMM |
3M Co
Industrials
|
Reduced | 3,259 | $527,664 | 0.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 439 | $526,549 | 0.41% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 1,154 | $514,764 | 0.40% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,447 | $505,468 | 0.40% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,417 | $477,115 | 0.37% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
Added | 3,006 | $459,797 | 0.36% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 2,445 | $451,811 | 0.35% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 10,267 | $434,704 | 0.34% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 427 | $412,055 | 0.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 804 | $402,313 | 0.32% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Reduced | 4,115 | $394,340 | 0.31% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,246 | $381,275 | 0.30% |
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.