Arta Finance Wealth Management LLC

CIK

2099257

Location

MOUNTAIN VIEW, CA

Portfolio Value

Micro $227,553

Diversification

Diversified

Filing Date

Global Rank

#6,297 / 8,586 ▲ 107

Top Industry

Software - Infrastructure 16.5%

3Y Alpha vs SPY

-5.9%

Period ended 3 months ago

Filed Apr 20, 2026 · 57d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.6%

SPY

+11.2%

Annualised alpha

-5.7%

Max drawdown

−10.5%

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

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

−0.6 pts

Top 5

47.3%

−3.1 pts

Top 10

62.9%

−1.0 pts

HHI

559

Diversified−61

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.4%	$32,905,004	23
Consumer Cyclical	16.9%	$12,231,278	7
Communication Services	15.9%	$11,550,349	8
Unclassified	8.5%	$6,168,796	3
Healthcare	4.7%	$3,379,652	7
Financial Services	2.6%	$1,868,725	6
Industrials	2.4%	$1,745,448	3
Energy	2.0%	$1,450,436	2
Consumer Defensive	1.4%	$1,025,639	3
Basic Materials	0.3%	$227,553	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
XOM	Exxon Mobil Corp	+591	4,954	$840,495
META	Meta Platforms, Inc.	+495	13,050	$7,466,296
ABBV	AbbVie Inc.	+477	2,224	$483,697
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $227,553 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
LIN	Linde PLC Basic Materials	NEW	459	NEW	$227,553	NEW	100.00%