Q1 2026 · 13F-HR
Arta Finance Wealth Management LLCholdings as filed
Filed 2026-04-20 · accession 0002099257-26-000002
$202.4M
Reported value
95
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78468R663 | BIL | SPDR SERIES TRUST | $17.3M | 8.56% | 189,625 | Common | NONE |
| 97717Y527 | USFR | WISDOMTREE TR | $15.7M | 7.78% | 312,843 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $15.0M | 7.43% | 46,908 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $11.7M | 5.79% | 142,973 | Common | NONE |
| 46434V860 | TFLO | ISHARES TR | $11.5M | 5.71% | 228,780 | Common | NONE |
| 74347R107 | SSO | PROSHARES TR | $9.6M | 4.76% | 185,528 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $8.6M | 4.24% | 58,501 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $8.5M | 4.18% | 33,362 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $7.5M | 3.69% | 13,050 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $7.3M | 3.59% | 19,634 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.3M | 3.59% | 34,857 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $6.6M | 3.25% | 22,933 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $5.8M | 2.88% | 91,028 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $4.6M | 2.27% | 95,673 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $4.1M | 2.00% | 88,324 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.8M | 1.90% | 22,056 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $3.7M | 1.85% | 51,014 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $3.2M | 1.57% | 8,571 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $3.1M | 1.54% | 57,831 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $2.6M | 1.27% | 41,825 | Common | NONE |
| 003264108 | SIVR | ABRDN SILVER ETF TRUST | $2.1M | 1.03% | 29,186 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $2.1M | 1.02% | 23,440 | Common | NONE |
| 00326A104 | SGOL | ETFS GOLD TR | $2.0M | 0.99% | 45,099 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.0M | 0.98% | 6,871 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $1.7M | 0.86% | 15,767 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.4M | 0.70% | 14,346 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $1.3M | 0.64% | 8,894 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $1.3M | 0.64% | 6,968 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $1.2M | 0.58% | 4,854 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.56% | 5,608 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $1.1M | 0.56% | 10,196 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.1M | 0.55% | 7,593 | Common | NONE |
| 87151X101 | SYM | SYMBOTIC INC | $1.1M | 0.52% | 19,773 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.0M | 0.51% | 2,236 | Common | NONE |
| 90138F102 | TWLO | TWILIO INC | $974,098 | 0.48% | 7,742 | Common | NONE |
| 37954Y715 | BOTZ | GLOBAL X FDS | $917,736 | 0.45% | 27,626 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $840,496 | 0.42% | 4,954 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $827,011 | 0.41% | 2,672 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $719,857 | 0.36% | 27,080 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $718,252 | 0.35% | 8,716 | Common | NONE |
| 78468R622 | JNK | SPDR SERIES TRUST | $653,325 | 0.32% | 6,863 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $609,941 | 0.30% | 2,948 | Common | NONE |
| 456788108 | INFY | INFOSYS LTD | $564,151 | 0.28% | 41,758 | Common | NONE |
| 45104G104 | IBN | ICICI BANK LIMITED | $545,946 | 0.27% | 21,079 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $543,940 | 0.27% | 3,819 | Common | NONE |
| 256135203 | RDY | DR REDDYS LABS LTD | $535,206 | 0.26% | 38,643 | Common | NONE |
| 97651M109 | WIT | WIPRO LTD | $532,716 | 0.26% | 251,281 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $521,879 | 0.26% | 2,135 | Common | NONE |
| 40415F101 | HDB | HDFC BANK LTD | $499,317 | 0.25% | 20,069 | Common | NONE |
| 00206R102 | T | AT&T INC | $497,439 | 0.25% | 17,159 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $491,749 | 0.24% | 3,386 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $483,698 | 0.24% | 2,224 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $473,130 | 0.23% | 1,400 | Common | NONE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $470,339 | 0.23% | 12,613 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $457,924 | 0.23% | 9,122 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $418,876 | 0.21% | 2,900 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $383,549 | 0.19% | 2,886 | Common | NONE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $380,520 | 0.19% | 3,033 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $379,460 | 0.19% | 1,776 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $372,507 | 0.18% | 405 | Common | NONE |
| 81141R100 | SE | SEA LTD | $366,186 | 0.18% | 4,422 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $364,478 | 0.18% | 11,880 | Common | NONE |
| 922042874 | VGK | VANGUARD INTL EQUITY INDEX F | $344,475 | 0.17% | 4,179 | Common | NONE |
| 46138E362 | SPHD | INVESCO EXCH TRADED FD TR II | $343,202 | 0.17% | 6,918 | Common | NONE |
| 46429B663 | HDV | ISHARES TR | $333,464 | 0.16% | 2,457 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $329,226 | 0.16% | 2,223 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $327,609 | 0.16% | 1,179 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $315,468 | 0.16% | 3,281 | Common | NONE |
| 931142103 | WMT | WALMART INC | $310,824 | 0.15% | 2,501 | Common | NONE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $305,023 | 0.15% | 1,886 | Common | NONE |
| 722304102 | PDD | PDD HOLDINGS INC | $303,475 | 0.15% | 2,970 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $302,484 | 0.15% | 885 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $295,940 | 0.15% | 297 | Common | NONE |
| 056752108 | BIDU | BAIDU INC | $286,015 | 0.14% | 2,567 | Common | NONE |
| 910873405 | UMC | UNITED MICROELECTRONICS CORP | $283,921 | 0.14% | 31,617 | Common | NONE |
| 48268K101 | KT | KT CORP | $282,840 | 0.14% | 13,186 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $280,370 | 0.14% | 958 | Common | NONE |
| 64110W102 | NTES | NETEASE COM INC | $268,544 | 0.13% | 2,399 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $268,020 | 0.13% | 676 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $265,477 | 0.13% | 554 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $265,029 | 0.13% | 2,058 | Common | NONE |
| 892331307 | TM | TOYOTA MOTOR CORP | $264,826 | 0.13% | 1,285 | Common | NONE |
| 97717W422 | EPI | WISDOMTREE TR | $244,963 | 0.12% | 6,004 | Common | NONE |
| 46429B671 | MCHI | ISHARES TR | $244,271 | 0.12% | 4,348 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $241,625 | 0.12% | 3,131 | Common | NONE |
| 46434G772 | EWT | ISHARES INC | $239,426 | 0.12% | 3,376 | Common | NONE |
| 35473P744 | FLJP | FRANKLIN TEMPLETON ETF TR | $234,736 | 0.12% | 6,488 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $233,964 | 0.12% | 1,945 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $227,554 | 0.11% | 459 | Common | NONE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $219,192 | 0.11% | 2,363 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $205,860 | 0.10% | 412 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $203,380 | 0.10% | 602 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SVCS INC | $201,777 | 0.10% | 2,051 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $201,629 | 0.10% | 233 | Common | NONE |
| 74348T102 | PSEC | PROSPECT CAP CORP | $70,324 | 0.03% | 26,944 | 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.