Q4 2025 · 13F-HR
Arta Finance Wealth Management LLCholdings as filed
Filed 2026-01-20 · accession 0002099257-26-000001
$196.0M
Reported value
90
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78468R663 | BIL | SPDR SERIES TRUST | $17.2M | 8.75% | 187,743 | Common | NONE |
| 46434V860 | TFLO | ISHARES TR | $13.9M | 7.11% | 276,062 | Common | NONE |
| 97717Y527 | USFR | WISDOMTREE TR | $13.4M | 6.85% | 266,868 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $13.4M | 6.81% | 39,820 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $10.9M | 5.54% | 139,831 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $9.2M | 4.68% | 33,762 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $8.7M | 4.46% | 18,089 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $8.7M | 4.46% | 56,500 | Common | NONE |
| 74347R107 | SSO | PROSHARES TR | $8.5M | 4.33% | 146,602 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $8.3M | 4.23% | 12,555 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.4M | 3.79% | 32,211 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $6.8M | 3.46% | 21,642 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $5.2M | 2.64% | 82,749 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $4.1M | 2.08% | 84,409 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.0M | 2.02% | 21,283 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $3.7M | 1.86% | 85,502 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $3.5M | 1.81% | 47,791 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $3.5M | 1.78% | 7,780 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.41% | 51,402 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $2.2M | 1.13% | 49,363 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.1M | 1.07% | 6,683 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $1.5M | 0.77% | 8,518 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.5M | 0.76% | 7,643 | Common | NONE |
| 003264108 | SIVR | ABRDN SILVER ETF TRUST | $1.5M | 0.76% | 21,886 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $1.5M | 0.75% | 12,565 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $1.4M | 0.72% | 5,312 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $1.4M | 0.71% | 17,194 | Common | NONE |
| 00326A104 | SGOL | ETFS GOLD TR | $1.4M | 0.70% | 33,175 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.3M | 0.68% | 15,632 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $1.3M | 0.67% | 3,766 | Common | NONE |
| 90138F102 | TWLO | TWILIO INC | $1.2M | 0.61% | 8,455 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.58% | 2,015 | Common | NONE |
| 87151X101 | SYM | SYMBOTIC INC | $1.1M | 0.58% | 18,945 | Common | NONE |
| 37954Y715 | BOTZ | GLOBAL X FDS | $1.1M | 0.56% | 30,077 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $938,877 | 0.48% | 4,384 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $902,283 | 0.46% | 2,607 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $730,300 | 0.37% | 8,720 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $707,161 | 0.36% | 6,434 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $704,793 | 0.36% | 26,606 | Common | NONE |
| 45104G104 | IBN | ICICI BANK LIMITED | $647,941 | 0.33% | 21,743 | Common | NONE |
| 456788108 | INFY | INFOSYS LTD | $631,345 | 0.32% | 35,429 | Common | NONE |
| 40415F101 | HDB | HDFC BANK LTD | $629,475 | 0.32% | 17,227 | Common | NONE |
| 97651M109 | WIT | WIPRO LTD | $626,410 | 0.32% | 220,567 | Common | NONE |
| 256135203 | RDY | DR REDDYS LABS LTD | $625,917 | 0.32% | 44,581 | Common | NONE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $606,456 | 0.31% | 7,385 | Common | NONE |
| 78468R622 | JNK | SPDR SERIES TRUST | $534,072 | 0.27% | 5,494 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $525,043 | 0.27% | 4,363 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $483,726 | 0.25% | 1,508 | Common | NONE |
| 81141R100 | SE | SEA LTD | $430,421 | 0.22% | 3,374 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $424,739 | 0.22% | 845 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $422,103 | 0.22% | 1,389 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $416,976 | 0.21% | 388 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $411,425 | 0.21% | 2,767 | Common | NONE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $409,251 | 0.21% | 2,792 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $399,172 | 0.20% | 1,747 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $376,442 | 0.19% | 1,819 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $376,194 | 0.19% | 2,613 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $356,335 | 0.18% | 2,338 | Common | NONE |
| 056752108 | BIDU | BAIDU INC | $338,932 | 0.17% | 2,594 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $328,685 | 0.17% | 2,053 | Common | NONE |
| 722304102 | PDD | PDD HOLDINGS INC | $327,810 | 0.17% | 2,891 | Common | NONE |
| 97717W422 | EPI | WISDOMTREE TR | $322,317 | 0.16% | 6,963 | Common | NONE |
| 48268K101 | KT | KT CORP | $310,387 | 0.16% | 16,362 | Common | NONE |
| 910873405 | UMC | UNITED MICROELECTRONICS CORP SPON | $308,851 | 0.16% | 39,294 | Common | NONE |
| 892331307 | TM | TOYOTA MOTOR CORP | $305,892 | 0.16% | 1,429 | Common | NONE |
| 64110W102 | NTES | NETEASE INC | $290,791 | 0.15% | 2,113 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $289,808 | 0.15% | 1,693 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $281,048 | 0.14% | 7,020 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $277,591 | 0.14% | 1,937 | Common | NONE |
| 931142103 | WMT | WALMART INC | $271,374 | 0.14% | 2,436 | Common | NONE |
| 00206R102 | T | AT&T INC | $267,575 | 0.14% | 10,898 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $256,717 | 0.13% | 9,359 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $250,015 | 0.13% | 1,622 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $249,126 | 0.13% | 797 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $244,602 | 0.12% | 1,430 | Common | NONE |
| 92826C839 | V | VISA INC | $243,042 | 0.12% | 693 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $239,980 | 0.12% | 421 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $238,148 | 0.12% | 507 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $232,542 | 0.12% | 3,035 | Common | NONE |
| 46138E362 | SPHD | INVESCO EXCH TRADED FD TR II | $229,536 | 0.12% | 4,782 | Common | NONE |
| 48251W104 | KKR | KKR & CO INC | $224,365 | 0.11% | 1,760 | Common | NONE |
| 46429B663 | HDV | ISHARES TR | $217,560 | 0.11% | 1,789 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $216,629 | 0.11% | 1,603 | Common | NONE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $211,494 | 0.11% | 1,461 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $211,118 | 0.11% | 1,471 | Common | NONE |
| 09581B103 | OWL | BLUE OWL CAPITAL INC | $173,782 | 0.09% | 11,632 | Common | NONE |
| 69121K104 | OBDC | BLUE OWL CAPITAL CORPORATION | $167,469 | 0.09% | 13,473 | Common | NONE |
| 74348T102 | PSEC | PROSPECT CAP CORP | $162,437 | 0.08% | 62,717 | Common | NONE |
| 38173M102 | GBDC | GOLUB CAP BDC INC | $156,326 | 0.08% | 11,520 | Common | NONE |
| 302635206 | FSK | FS KKR CAP CORP | $156,260 | 0.08% | 10,551 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.