Arta Finance Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Arta Finance Wealth Management LLC reported 105 stock positions worth $233.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.0% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 6.7%) and Wisdomtree Floating Rate Tre (USFR, 6.3%). Compared with Q1 2026, it opened 15 new positions, sold out of 5, added to 63 and reduced 27. The biggest buy was Alphabet Class C (GOOG, shares +23%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −9%).

Most Recent 13F
Q2 2026
Location
MOUNTAIN VIEW, CA
CIK
0002099257
Portfolio Value
$233.7M (Q2 2026)
SEC Filing
0002099257-26-000003 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $196.0M Q4 2025 Q1 2026: $202.4M Q1 2026 Q2 2026: $233.7M $233.7M Q2 2026

Holdings 105 stocks · $233.7M
VTI VG Morningstar TS MKT ETF-US 7.99% 50,481 $18.7M Add +7.6%
BIL SS SPDR BB 1-3M T-Bill ETF 6.73% 171,979 $15.7M Reduce -9.3%
USFR Wisdomtree Floating Rate Tre 6.30% 292,338 $14.7M Reduce -6.5%
XLP SS Consumer Staples Sel Sect 5.44% 152,908 $12.7M Add +7.0%
SSO Proshares Ultra S&P500 5.17% 179,193 $12.1M Reduce -3.4%
TFLO iShares Treasury Floating Ra 4.67% 216,130 $10.9M Reduce -5.5%
AAPL Apple Inc. 4.36% 35,197 $10.2M Add +5.5%
GOOG Alphabet Inc. Class C 4.27% 28,265 $10.0M Add +23.3%
XLV SS Health Care Select Sector 3.88% 57,207 $9.1M Reduce -2.2%
META Meta Platforms Inc. Class A 3.82% 15,863 $8.9M Add +21.6%
MSFT Microsoft Corp. 3.80% 23,811 $8.9M Add +21.3%
AMZN Amazon.com Inc. 3.68% 36,114 $8.6M Add +3.6%
VEA Vanguard Ftse Developed ETF 3.01% 98,564 $7.0M Add +8.3%
BNDX Vanguard Total Intl Bond ETF 2.20% 106,552 $5.1M Add +11.4%
NVDA Nvidia Corp. 2.15% 25,056 $5.0M Add +13.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.97% 101,541 $4.6M Add +15.0%
TSLA Tesla Inc. 1.94% 10,771 $4.5M Add +25.7%
BND Vanguard Total Bond Market 1.79% 57,251 $4.2M Add +12.2%
VWO Vanguard Ftse Emerging Marke 1.61% 62,985 $3.8M Add +8.9%
XLE SS Energy Select Sector 1.28% 56,521 $3.0M Add +35.1%
GOOGL Alphabet Inc. Class A 1.17% 7,636 $2.7M Add +11.1%
AMD Advanced Micro Devices 0.99% 3,988 $2.3M Reduce -28.9%
XLC SS Comm Select Sector SPDR 0.94% 20,577 $2.2M Add +30.5%
MRVL Marvell Technology Inc. 0.80% 6,277 $1.9M Reduce -56.3%
IAU iShares Gold Trust 0.77% 23,852 $1.8M Add +1.8%
SGOL Abrdn Physical Gold Shares 0.75% 46,117 $1.8M Add +2.3%
SIVR Abrdn Physical Silver Shares 0.74% 30,582 $1.7M Add +4.8%
ADBE Adobe Inc. 0.69% 7,861 $1.6M Add +62.0%
CRM Salesforce Inc. 0.69% 10,254 $1.6M Add +47.2%
ISRG Intuitive Surgical Inc. 0.64% 3,736 $1.5M Add +67.1%
PLTR Palantir Technologies Inc. Class A 0.60% 12,093 $1.4M Add +36.0%
SYM Symbotic Inc. 0.56% 29,219 $1.3M Add +47.8%
TWLO Twilio Inc. Class A 0.51% 5,744 $1.2M Reduce -25.8%
TIP iShares Tips Bond ETF 0.51% 10,921 $1.2M Add +7.1%
BOTZ Global X Robotics & Artifici 0.50% 30,786 $1.2M Add +11.4%
AVGO Broadcom Inc. 0.46% 2,839 $1.1M Add +6.3%
ORCL Oracle Corp. 0.45% 7,098 $1.0M Reduce -6.5%
VCIT Vanguard Int-Term Corporate 0.34% 9,763 $804K Add +12.0%
AMAT Applied Materials Inc. 0.34% 1,104 $798K Add +24.8%
SCHP Schwab U.S. Tips ETF 0.34% 29,783 $783K Add +10.0%
LRCX Lam Research Corp. 0.33% 1,798 $779K Add +1.2%
ITOT iShares Core S&P Total U.S. 0.33% 4,735 $778K Add +24.0%
XOM Exxon Mobil Corp. 0.32% 5,491 $751K Add +10.8%
MU Micron Technology Inc. 0.28% 577 $666K Reduce -4.2%
JNK SS SPDR BB High Yield Bond 0.28% 6,892 $661K Add +0.4%
CDNS Cadence Design SYS Inc. 0.25% 1,549 $581K Add +31.4%
XLK SS Technology Select Sector 0.25% 3,043 $580K Add +5.4%
JNJ Johnson & Johnson 0.25% 2,267 $576K Add +6.2%
CVX Chevron Corp. 0.24% 3,438 $570K Add +16.6%
TSM Taiwan Semiconductor-SP ADR 0.24% 1,177 $562K Reduce -15.9%
IBN Icici Bank Ltd.-Spon ADR 0.24% 19,335 $561K Reduce -8.3%
ABBV Abbvie Inc. 0.24% 2,191 $551K Reduce -1.5%
MMYT Makemytrip Ltd. 0.23% 10,292 $548K Reduce -18.4%
WIT Wipro Ltd.-ADR 0.23% 243,411 $548K Reduce -3.1%
HDB HDFC Bank Ltd.-ADR 0.23% 20,847 $538K Add +3.9%
INFY Infosys Ltd.-SP ADR 0.23% 51,242 $538K Add +22.7%
RDY Dr. Reddy's Laboratories-ADR 0.23% 36,657 $531K Reduce -5.1%
MMM 3M Co. 0.23% 3,259 $528K Reduce -3.8%
LLY Eli Lilly & Co. 0.23% 439 $527K Add +8.4%
SNPS Synopsys Inc. 0.22% 1,154 $515K Add +70.7%
PG The Procter & Gamble Co. 0.22% 3,447 $505K Add +18.9%
INTC Intel Corp. 0.20% 3,417 $477K New
LSCC Lattice Semiconductor Corp. 0.20% 3,006 $460K Add +27.2%
QCOM Qualcomm Inc. 0.19% 2,445 $452K Add +18.8%
VZ Verizon Communications Inc. 0.19% 10,267 $435K Add +12.6%
STX Seagate Technology Holdings 0.18% 427 $412K New
BRK.B Berkshire Hathaway Inc. Class B 0.17% 804 $402K Add +45.1%
SE Sea Ltd.-ADR 0.17% 4,115 $394K Reduce -6.9%
SCHD Schwab US DVD Equity ETF 0.17% 12,363 $392K Add +4.1%
CSCO Cisco Systems Inc. 0.16% 3,246 $380K Add +3.7%
JPM JPMorgan Chase & Co. 0.16% 1,160 $378K Add +21.1%
PANW Palo Alto Networks Inc. 0.16% 1,075 $367K New
VGK Vanguard Ftse Europe ETF 0.15% 4,056 $359K Reduce -2.9%
BABA Alibaba Group Holding-SP ADR 0.15% 3,672 $352K Add +21.1%
SPHD Invesco S&P 500 High Dividen 0.15% 6,916 $352K Reduce -0.0%
T AT&T Inc. 0.15% 16,868 $349K Reduce -1.7%
HDV iShares Core High Dividend E 0.15% 12,463 $342K Add +1.4%
VYM Vanguard High DVD Yield ETF 0.14% 2,082 $329K Reduce -6.3%
UMC United Microelectron-SP ADR 0.14% 11,969 $326K Reduce -62.1%
EWT iShares MSCI Taiwan ETF 0.14% 2,979 $324K Reduce -11.8%
FLJP Franklin Ftse Japan ETF 0.13% 7,771 $309K Add +19.8%
MCHI iShares MSCI China ETF 0.13% 6,048 $309K Add +39.1%
BIDU Baidu Inc. - Spon ADR 0.13% 2,660 $304K Add +3.6%
PDD PDD Holdings Inc. 0.12% 3,811 $291K Add +28.3%
NTES Netease Inc.-ADR 0.12% 2,236 $287K Reduce -6.8%
VOO Vanguard S&P 500 ETF 0.12% 417 $286K New
LIN Linde PLC 0.12% 544 $282K Add +18.5%
EWY iShares MSCI South Korea ETF 0.12% 1,386 $280K New
WMT Walmart Inc. 0.12% 2,451 $278K Reduce -2.0%
APH Amphenol Corp. Class A 0.12% 1,545 $272K New
KT KT Corp.-SP ADR 0.12% 15,665 $271K Add +18.8%
FLIN Franklin Ftse India ETF 0.11% 7,528 $268K New
TM Toyota Motor Corp. -Spon ADR 0.11% 1,575 $265K Add +22.6%
ABT Abbott Laboratories 0.11% 2,866 $260K New
MRK Merck & Co. Inc. 0.11% 1,989 $256K Add +2.3%
V Visa Inc. Class A 0.11% 743 $255K New
EPI Wisdomtree India Earnings 0.11% 5,817 $249K Reduce -3.1%
SCHF Schwab Intl Equity ETF 0.11% 8,964 $248K New
CAT Caterpillar Inc. 0.11% 233 $248K New
UPS United Parcel Service Class B 0.10% 2,140 $230K Add +4.3%
IAGG iShares Intl Aggregate Bond 0.10% 4,436 $223K New
GE General Electric filed as GE AEROSPACE 0.09% 591 $221K New
MS Morgan Stanley 0.09% 1,014 $212K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.09% 106 $211K New
PSEC Prospect Capital Corp. 0.03% 27,606 $64K Add +2.5%

Portfolio Sells Q1 2026 → Q2 2026
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -9.3% 6.73% −1.83
USFR Wisdomtree Floating Rate Tre Reduce -6.5% 6.30% −1.48
TFLO iShares Treasury Floating Ra Reduce -5.5% 4.67% −1.04
XLV SS Health Care Select Sector Reduce -2.2% 3.88% −0.35
NFLX Netflix Inc. Sold out 0.00% −0.16
XLI SS Industrial Select Sector Sold out 0.00% −0.15
COST Costco Wholesale Corp. Sold out 0.00% −0.15
ORCL Oracle Corp. Reduce -6.5% 0.45% −0.11
MA Mastercard Inc. Class A Sold out 0.00% −0.10
MCK McKesson Corp. Sold out 0.00% −0.10
T AT&T Inc. Reduce -1.7% 0.15% −0.10
RDY Dr. Reddy's Laboratories-ADR Reduce -5.1% 0.23% −0.04
WMT Walmart Inc. Reduce -2.0% 0.12% −0.03
IBN Icici Bank Ltd.-Spon ADR Reduce -8.3% 0.24% −0.03
WIT Wipro Ltd.-ADR Reduce -3.1% 0.23% −0.03
VYM Vanguard High DVD Yield ETF Reduce -6.3% 0.14% −0.02
SPHD Invesco S&P 500 High Dividen Reduce -0.0% 0.15% −0.02
MMM 3M Co. Reduce -3.8% 0.23% −0.02
VGK Vanguard Ftse Europe ETF Reduce -2.9% 0.15% −0.02
EPI Wisdomtree India Earnings Reduce -3.1% 0.11% −0.01
SE Sea Ltd.-ADR Reduce -6.9% 0.17% −0.01
NTES Netease Inc.-ADR Reduce -6.8% 0.12% −0.01
ABBV Abbvie Inc. Reduce -1.5% 0.24% −0.00
UMC United Microelectron-SP ADR Reduce -62.1% 0.14% −0.00
MMYT Makemytrip Ltd. Reduce -18.4% 0.23% +0.00
TSM Taiwan Semiconductor-SP ADR Reduce -15.9% 0.24% +0.01
EWT iShares MSCI Taiwan ETF Reduce -11.8% 0.14% +0.02
TWLO Twilio Inc. Class A Reduce -25.8% 0.51% +0.03
MRVL Marvell Technology Inc. Reduce -56.3% 0.80% +0.10
MU Micron Technology Inc. Reduce -4.2% 0.28% +0.18
SSO Proshares Ultra S&P500 Reduce -3.4% 5.17% +0.41
AMD Advanced Micro Devices Reduce -28.9% 0.99% +0.43

Portfolio Buys Q1 2026 → Q2 2026
GOOG Alphabet Inc. Class C Add +23.3% 4.27% +1.02
VTI VG Morningstar TS MKT ETF-US Add +7.6% 7.99% +0.56
TSLA Tesla Inc. Add +25.7% 1.94% +0.36
NVDA Nvidia Corp. Add +13.6% 2.15% +0.25
MSFT Microsoft Corp. Add +21.3% 3.80% +0.21
INTC Intel Corp. New 0.20% +0.20
AMAT Applied Materials Inc. Add +24.8% 0.34% +0.19
GOOGL Alphabet Inc. Class A Add +11.1% 1.17% +0.19
STX Seagate Technology Holdings New 0.18% +0.18
AAPL Apple Inc. Add +5.5% 4.36% +0.18
PANW Palo Alto Networks Inc. New 0.16% +0.16
LRCX Lam Research Corp. Add +1.2% 0.33% +0.15
META Meta Platforms Inc. Class A Add +21.6% 3.82% +0.14
ISRG Intuitive Surgical Inc. Add +67.1% 0.64% +0.13
VEA Vanguard Ftse Developed ETF Add +8.3% 3.01% +0.12
VOO Vanguard S&P 500 ETF New 0.12% +0.12
EWY iShares MSCI South Korea ETF New 0.12% +0.12
APH Amphenol Corp. Class A New 0.12% +0.12
FLIN Franklin Ftse India ETF New 0.11% +0.11
ABT Abbott Laboratories New 0.11% +0.11
V Visa Inc. Class A New 0.11% +0.11
ADBE Adobe Inc. Add +62.0% 0.69% +0.11
SCHF Schwab Intl Equity ETF New 0.11% +0.11
CAT Caterpillar Inc. New 0.11% +0.11
AMZN Amazon.com Inc. Add +3.6% 3.68% +0.10
IAGG iShares Intl Aggregate Bond New 0.10% +0.10
GE General Electric New 0.09% +0.09
MS Morgan Stanley New 0.09% +0.09
ASML ASML Holding NV-NY Reg SHS New 0.09% +0.09
LSCC Lattice Semiconductor Corp. Add +27.2% 0.20% +0.09
SNPS Synopsys Inc. Add +70.7% 0.22% +0.09
CDNS Cadence Design SYS Inc. Add +31.4% 0.25% +0.09
XLC SS Comm Select Sector SPDR Add +30.5% 0.94% +0.08
VWO Vanguard Ftse Emerging Marke Add +8.9% 1.61% +0.06
ITOT iShares Core S&P Total U.S. Add +24.0% 0.33% +0.06
QCOM Qualcomm Inc. Add +18.8% 0.19% +0.06
XLK SS Technology Select Sector Add +5.4% 0.25% +0.06
AVGO Broadcom Inc. Add +6.3% 0.46% +0.05
BOTZ Global X Robotics & Artifici Add +11.4% 0.50% +0.05
CRM Salesforce Inc. Add +47.2% 0.69% +0.04
CSCO Cisco Systems Inc. Add +3.7% 0.16% +0.04
SYM Symbotic Inc. Add +47.8% 0.56% +0.04
LLY Eli Lilly & Co. Add +8.4% 0.23% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +45.1% 0.17% +0.04
JPM JPMorgan Chase & Co. Add +21.1% 0.16% +0.02
XLE SS Energy Select Sector Add +35.1% 1.28% +0.02
FLJP Franklin Ftse Japan ETF Add +19.8% 0.13% +0.02
MCHI iShares MSCI China ETF Add +39.1% 0.13% +0.01
PG The Procter & Gamble Co. Add +18.9% 0.22% +0.01
LIN Linde PLC Add +18.5% 0.12% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$233.7MVTI, BIL, USFR, XLP, SSO
Q1 2026 95$202.4MBIL, USFR, VTI, XLP, TFLO
Q4 2025 90$196.0MBIL, TFLO, USFR, VTI, XLP