Arta Finance Wealth Management LLC
CIK
2099257
Location
MOUNTAIN VIEW, CA
Portfolio Value
Micro
$71,712,385
Diversification
Diversified
Filing Date
Global Rank
#6,302
/ 8,603
▲ 106
· as of Mar 2026
Top Industry
Software - Infrastructure
16.7%
3Y Alpha vs SPY
-4.9%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.7%
SPY
+10.0%
Annualised alpha
-3.8%
Max drawdown
−10.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.8%
−0.6 pts
Top 5
47.8%
−2.9 pts
Top 10
63.6%
−0.7 pts
HHI
571
Diversified−57
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.9% | $32,905,004 |
| Consumer Cyclical | 17.1% | $12,231,278 |
| Communication Services | 16.1% | $11,550,349 |
| Unclassified | 8.6% | $6,168,796 |
| Healthcare | 4.7% | $3,379,652 |
| Financial Services | 2.6% | $1,868,725 |
| Industrials | 2.4% | $1,745,448 |
| Consumer Defensive | 1.4% | $1,025,639 |
| Energy | 0.9% | $609,941 |
| Basic Materials | 0.3% | $227,553 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WIT | Wipro Ltd | +30,714 | 251,281 | $532,715 | |
| SGOL | abrdn Gold ETF Trust | +11,924 | 45,099 | $2,012,317 | |
| SIVR | abrdn Silver ETF Trust | +7,300 | 29,186 | $2,090,009 | |
| INFY | Infosys Ltd | +6,329 | 41,758 | $564,150 | |
| T | At&T Inc. | +6,261 | 17,159 | $497,439 | |
| IAU | Ishares Gold Trust | +6,246 | 23,440 | $2,066,470 | |
| MMYT | MakeMyTrip Ltd | +5,228 | 12,613 | $470,338 | |
| HDB | Hdfc Bank Ltd | +2,842 | 20,069 | $499,316 | |
| AMZN | Amazon Com Inc | +2,646 | 34,857 | $7,259,667 | |
| VZ | Verizon Communications Inc | +2,102 | 9,122 | $457,924 | |
| CRM | Salesforce, Inc. | +1,656 | 6,968 | $1,300,716 | |
| MSFT | Microsoft Corp | +1,545 | 19,634 | $7,267,917 | |
| MMM | 3M Co | +1,333 | 3,386 | $491,748 | |
| AMD | Advanced Micro Devices Inc | +1,224 | 5,608 | $1,140,835 | |
| ADBE | Adobe Inc. | +1,088 | 4,854 | $1,179,910 | |
| SE | Sea Ltd | +1,048 | 4,422 | $366,185 | |
| PG | PROCTER & GAMBLE Co | +963 | 2,900 | $418,876 | |
| SYM | Symbotic Inc. | +828 | 19,773 | $1,051,923 | |
| TSLA | Tesla, Inc. | +791 | 8,571 | $3,186,269 | |
| NVDA | Nvidia Corp | +773 | 22,056 | $3,846,566 | |
| QCOM | Qualcomm Inc/De | +628 | 2,058 | $265,029 | |
| CVX | Chevron Corp | +610 | 2,948 | $609,941 | |
| META | Meta Platforms, Inc. | +495 | 13,050 | $7,466,296 | |
| ABBV | AbbVie Inc. | +477 | 2,224 | $483,697 | |
| CDNS | Cadence Design Systems Inc | +382 | 1,179 | $327,608 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSEC | Prospect Capital Corp | −35,773 | 26,944 | $70,323 | |
| UMC | United Microelectronics Corp | −7,677 | 31,617 | $283,920 | |
| RDY | Dr Reddys Laboratories Ltd | −5,938 | 38,643 | $535,205 | |
| KT | Kt Corp | −3,176 | 13,186 | $282,839 | |
| MRVL | Marvell Technology, Inc. | −1,286 | 14,346 | $1,420,971 | |
| TWLO | Twilio Inc | −713 | 7,742 | $974,098 | |
| IBN | Icici Bank Ltd | −664 | 21,079 | $545,946 | |
| JPM | Jpmorgan Chase & Co | −550 | 958 | $281,805 | |
| AAPL | Apple Inc. | −400 | 33,362 | $8,466,941 | |
| BRK-B | Berkshire Hathaway Inc | −291 | 554 | $265,476 | |
| TM | Toyota Motor Corp/ | −144 | 1,285 | $264,825 | |
| ORCL | Oracle Corp | −50 | 7,593 | $1,117,006 | |
| BIDU | Baidu, Inc. | −27 | 2,567 | $286,015 | |
| MA | Mastercard Inc | −9 | 412 | $205,859 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NFLX | Netflix Inc | 3,281 | $315,468 | |
| AMAT | Applied Materials Inc /De | 885 | $302,484 | |
| COST | Costco Wholesale Corp /New | 297 | $295,939 | |
| MRK | Merck & Co., Inc. | 1,945 | $233,964 | |
| LIN | Linde PLC | 459 | $227,553 | |
| LSCC | Lattice Semiconductor Corp | 2,363 | $219,191 | |
| MU | Micron Technology Inc | 602 | $203,379 | |
| UPS | United Parcel Service Inc | 2,051 | $201,777 | |
| MCK | Mckesson Corp | 233 | $201,628 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 1,622 | $250,015 | |
| V | Visa Inc. | 693 | $243,042 | |
| KKR | KKR & Co. Inc. | 1,760 | $224,364 | |
| APH | Amphenol Corp /De/ | 1,603 | $216,629 | |
| APO | Apollo Global Management, Inc. | 1,461 | $211,494 | |
| OWL | Blue Owl Capital Inc. | 11,632 | $173,782 | |
| OBDC | Blue Owl Capital Corp | 13,473 | $167,469 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | 11,520 | $156,326 | |
| FSK | FS KKR Capital Corp | 10,551 | $156,260 | |
| No positions match the current search. | ||||
62 positions ·
$71,712,385 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 62 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 33,362 | $8,466,941 | 11.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 13,050 | $7,466,296 | 10.41% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 19,634 | $7,267,917 | 10.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 34,857 | $7,259,667 | 10.12% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 22,056 | $3,846,566 | 5.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 8,571 | $3,186,269 | 4.44% | |
| SIVR |
abrdn Silver ETF Trust
|
Added | 29,186 | $2,090,009 | 2.91% | |
| IAU |
Ishares Gold Trust
|
Added | 23,440 | $2,066,470 | 2.88% | |
| SGOL |
abrdn Gold ETF Trust
|
Added | 45,099 | $2,012,317 | 2.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 6,871 | $1,975,824 | 2.76% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 14,346 | $1,420,971 | 1.98% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 8,894 | $1,301,014 | 1.81% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 6,968 | $1,300,716 | 1.81% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 4,854 | $1,179,910 | 1.65% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 5,608 | $1,140,835 | 1.59% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 7,593 | $1,117,006 | 1.56% | |
| SYM |
Symbotic Inc.
Industrials
|
Added | 19,773 | $1,051,923 | 1.47% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 2,236 | $1,030,773 | 1.44% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 7,742 | $974,098 | 1.36% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,672 | $827,010 | 1.15% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,948 | $609,941 | 0.85% | |
| INFY |
Infosys Ltd
Technology
|
Added | 41,758 | $564,150 | 0.79% | |
| IBN |
Icici Bank Ltd
Financial Services
|
Reduced | 21,079 | $545,946 | 0.76% | |
| RDY |
Dr Reddys Laboratories Ltd
Healthcare
|
Reduced | 38,643 | $535,205 | 0.75% | |
| WIT |
Wipro Ltd
Technology
|
Added | 251,281 | $532,715 | 0.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,135 | $521,879 | 0.73% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Added | 20,069 | $499,316 | 0.70% | |
| T |
At&T Inc.
Communication Services
|
Added | 17,159 | $497,439 | 0.69% | |
| MMM |
3M Co
Industrials
|
Added | 3,386 | $491,748 | 0.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,224 | $483,697 | 0.67% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,400 | $473,130 | 0.66% | |
| MMYT |
MakeMyTrip Ltd
Consumer Cyclical
|
Added | 12,613 | $470,338 | 0.66% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 9,122 | $457,924 | 0.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,900 | $418,876 | 0.58% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 3,033 | $380,520 | 0.53% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,776 | $379,460 | 0.53% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 405 | $372,506 | 0.52% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Added | 4,422 | $366,185 | 0.51% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 1,179 | $327,608 | 0.46% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 3,281 | $315,468 | 0.44% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,501 | $310,824 | 0.43% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
Added | 2,970 | $303,474 | 0.42% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 885 | $302,484 | 0.42% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 297 | $295,939 | 0.41% | |
| BIDU |
Baidu, Inc.
Communication Services
|
Reduced | 2,567 | $286,015 | 0.40% | |
| UMC |
United Microelectronics Corp
Technology
|
Reduced | 31,617 | $283,920 | 0.40% | |
| KT |
Kt Corp
Communication Services
|
Reduced | 13,186 | $282,839 | 0.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 958 | $281,805 | 0.39% | |
| NTES |
NetEase, Inc.
Communication Services
|
Added | 2,399 | $268,544 | 0.37% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 676 | $268,020 | 0.37% |