Arta Finance Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Arta Finance Wealth Management LLC reported 90 stock positions worth $196.0 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 8.8% of the portfolio, followed by iShares Treasury Floating Ra (TFLO, 7.1%) and Wisdomtree Floating Rate Tre (USFR, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNTAIN VIEW, CA
- CIK
- 0002099257
- Portfolio Value
- $196.0M (Q4 2025)
- SEC Filing
- 0002099257-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 90 stocks · $196.0M
| BIL SS SPDR BB 1-3M T-Bill ETF | 8.75% | 187,743 | $17.2M | — |
| TFLO iShares Treasury Floating Ra | 7.11% | 276,062 | $13.9M | — |
| USFR Wisdomtree Floating Rate Tre | 6.85% | 266,868 | $13.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 6.81% | 39,820 | $13.4M | — |
| XLP SS Consumer Staples Sel Sect | 5.54% | 139,831 | $10.9M | — |
| AAPL Apple Inc. | 4.68% | 33,762 | $9.2M | — |
| MSFT Microsoft Corp. | 4.46% | 18,089 | $8.7M | — |
| XLV SS Health Care Select Sector | 4.46% | 56,500 | $8.7M | — |
| SSO Proshares Ultra S&P500 | 4.33% | 146,602 | $8.5M | — |
| META Meta Platforms Inc. Class A | 4.23% | 12,555 | $8.3M | — |
| AMZN Amazon.com Inc. | 3.79% | 32,211 | $7.4M | — |
| GOOG Alphabet Inc. Class C | 3.46% | 21,642 | $6.8M | — |
| VEA Vanguard Ftse Developed ETF | 2.64% | 82,749 | $5.2M | — |
| BNDX Vanguard Total Intl Bond ETF | 2.08% | 84,409 | $4.1M | — |
| NVDA Nvidia Corp. | 2.02% | 21,283 | $4.0M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.86% | 85,502 | $3.7M | — |
| BND Vanguard Total Bond Market | 1.81% | 47,791 | $3.5M | — |
| TSLA Tesla Inc. | 1.78% | 7,780 | $3.5M | — |
| VWO Vanguard Ftse Emerging Marke | 1.41% | 51,402 | $2.8M | — |
| XLE SS Energy Select Sector | 1.13% | 49,363 | $2.2M | — |
| GOOGL Alphabet Inc. Class A | 1.07% | 6,683 | $2.1M | — |
| PLTR Palantir Technologies Inc. Class A | 0.77% | 8,518 | $1.5M | — |
| ORCL Oracle Corp. | 0.76% | 7,643 | $1.5M | — |
| SIVR Abrdn Physical Silver Shares | 0.76% | 21,886 | $1.5M | — |
| XLC SS Comm Select Sector SPDR | 0.75% | 12,565 | $1.5M | — |
| CRM Salesforce Inc. | 0.72% | 5,312 | $1.4M | — |
| IAU iShares Gold Trust | 0.71% | 17,194 | $1.4M | — |
| SGOL Abrdn Physical Gold Shares | 0.70% | 33,175 | $1.4M | — |
| MRVL Marvell Technology Inc. | 0.68% | 15,632 | $1.3M | — |
| ADBE Adobe Inc. | 0.67% | 3,766 | $1.3M | — |
| TWLO Twilio Inc. Class A | 0.61% | 8,455 | $1.2M | — |
| ISRG Intuitive Surgical Inc. | 0.58% | 2,015 | $1.1M | — |
| SYM Symbotic Inc. | 0.57% | 18,945 | $1.1M | — |
| BOTZ Global X Robotics & Artifici | 0.56% | 30,077 | $1.1M | — |
| AMD Advanced Micro Devices | 0.48% | 4,384 | $939K | — |
| AVGO Broadcom Inc. | 0.46% | 2,607 | $902K | — |
| VCIT Vanguard Int-Term Corporate | 0.37% | 8,720 | $730K | — |
| TIP iShares Tips Bond ETF | 0.36% | 6,434 | $707K | — |
| SCHP Schwab U.S. Tips ETF | 0.36% | 26,606 | $705K | — |
| IBN Icici Bank Ltd.-Spon ADR | 0.33% | 21,743 | $648K | — |
| INFY Infosys Ltd.-SP ADR | 0.32% | 35,429 | $631K | — |
| HDB HDFC Bank Ltd.-ADR | 0.32% | 17,227 | $629K | — |
| WIT Wipro Ltd.-ADR | 0.32% | 220,567 | $626K | — |
| RDY Dr. Reddy's Laboratories-ADR | 0.32% | 44,581 | $626K | — |
| MMYT Makemytrip Ltd. | 0.31% | 7,385 | $606K | — |
| JNK SS SPDR BB High Yield Bond | 0.27% | 5,494 | $534K | — |
| XOM Exxon Mobil Corp. | 0.27% | 4,363 | $525K | — |
| JPM JPMorgan Chase & Co. | 0.25% | 1,508 | $484K | — |
| SE Sea Ltd.-ADR | 0.22% | 3,374 | $430K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 845 | $425K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 1,389 | $422K | — |
| LLY Eli Lilly & Co. | 0.21% | 388 | $417K | — |
| ITOT iShares Core S&P Total U.S. | 0.21% | 2,767 | $411K | — |
| BABA Alibaba Group Holding-SP ADR | 0.21% | 2,792 | $409K | — |
| ABBV Abbvie Inc. | 0.20% | 1,747 | $399K | — |
| JNJ Johnson & Johnson | 0.19% | 1,819 | $376K | — |
| XLK SS Technology Select Sector | 0.19% | 2,613 | $376K | — |
| CVX Chevron Corp. | 0.18% | 2,338 | $356K | — |
| BIDU Baidu Inc. - Spon ADR | 0.17% | 2,594 | $339K | — |
| MMM 3M Co. | 0.17% | 2,053 | $329K | — |
| PDD PDD Holdings Inc. | 0.17% | 2,891 | $328K | — |
| EPI Wisdomtree India Earnings | 0.16% | 6,963 | $322K | — |
| KT KT Corp.-SP ADR | 0.16% | 16,362 | $310K | — |
| UMC United Microelectron-SP ADR | 0.16% | 39,294 | $309K | — |
| TM Toyota Motor Corp. -Spon ADR | 0.16% | 1,429 | $306K | — |
| NTES Netease Inc.-ADR | 0.15% | 2,113 | $291K | — |
| LRCX Lam Research Corp. | 0.15% | 1,693 | $290K | — |
| VZ Verizon Communications Inc. | 0.14% | 7,020 | $281K | — |
| PG The Procter & Gamble Co. | 0.14% | 1,937 | $278K | — |
| WMT Walmart Inc. | 0.14% | 2,436 | $271K | — |
| T AT&T Inc. | 0.14% | 10,898 | $268K | — |
| SCHD Schwab US DVD Equity ETF | 0.13% | 9,359 | $257K | — |
| BX Blackstone Inc. | 0.13% | 1,622 | $250K | — |
| CDNS Cadence Design SYS Inc. | 0.13% | 797 | $249K | — |
| QCOM Qualcomm Inc. | 0.12% | 1,430 | $245K | — |
| V Visa Inc. Class A | 0.12% | 693 | $243K | — |
| MA Mastercard Inc. Class A | 0.12% | 421 | $240K | — |
| SNPS Synopsys Inc. | 0.12% | 507 | $238K | — |
| CSCO Cisco Systems Inc. | 0.12% | 3,035 | $233K | — |
| SPHD Invesco S&P 500 High Dividen | 0.12% | 4,782 | $230K | — |
| KKR KKR & Co. Inc. | 0.11% | 1,760 | $224K | — |
| HDV iShares Core High Dividend E | 0.11% | 1,789 | $218K | — |
| APH Amphenol Corp. Class A | 0.11% | 1,603 | $217K | — |
| APO Apollo Global Management Inc. | 0.11% | 1,461 | $211K | — |
| VYM Vanguard High DVD Yield ETF | 0.11% | 1,471 | $211K | — |
| OWL Blue Owl Capital Inc. | 0.09% | 11,632 | $174K | — |
| OBDC Blue Owl Capital Corp. | 0.09% | 13,473 | $167K | — |
| PSEC Prospect Capital Corp. | 0.08% | 62,717 | $162K | — |
| GBDC Golub Capital BDC Inc. | 0.08% | 11,520 | $156K | — |
| FSK FS KKR Capital Corp. | 0.08% | 10,551 | $156K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.