Arta Finance Wealth Management LLC
Top Portfolio Positions
63 positions ·
$72,552,880 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
33,362 | $8,466,941 | 11.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,050 | $7,466,296 | 10.29% | |
| MSFT |
Microsoft Corp
Technology
|
19,634 | $7,267,917 | 10.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,857 | $7,259,667 | 10.01% | |
| NVDA |
Nvidia Corp
Technology
|
22,056 | $3,846,566 | 5.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,571 | $3,186,269 | 4.39% | |
| SIVR |
abrdn Silver ETF Trust
|
29,186 | $2,090,009 | 2.88% | |
| IAU |
Ishares Gold Trust
|
23,440 | $2,066,470 | 2.85% | |
| SGOL |
abrdn Gold ETF Trust
|
45,099 | $2,012,317 | 2.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,871 | $1,975,824 | 2.72% |
Portfolio Trend
2 quarters · across all stocks
Holdings in KT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,839 | 13,186 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $310,387 | 16,362 | Shares | Sole | 2026-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||