Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $18.7M | 8.0% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $15.7M | 6.7% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $14.7M | 6.3% |
| Select Sector SPDR TRST STR STAPL ETF | ST STR STAPL ETF | $12.7M | 5.4% |
| Proshares TRPSHS ULT S&P 500 | PSHS ULT S&P 500 | $12.1M | 5.2% |
| iShares TRTRS FLT RT BD | TRS FLT RT BD | $10.9M | 4.7% |
| Apple Inc.COM | COM | $10.2M | 4.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $9.99M | 4.3% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $9.08M | 3.9% |
| Meta Platforms Inc.CL A | CL A | $8.94M | 3.8% |
| Microsoft Corp.COM | COM | $8.88M | 3.8% |
| Amazon Com Inc.COM | COM | $8.61M | 3.7% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $7.02M | 3.0% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $5.15M | 2.2% |
| Nvidia CorporationCOM | COM | $5.01M | 2.1% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $4.6M | 2.0% |
| Tesla Inc.COM | COM | $4.53M | 1.9% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $4.19M | 1.8% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $3.76M | 1.6% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $3M | 1.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.73M | 1.2% |
| Advanced Micro Devices Inc.COM | COM | $2.32M | 1.0% |
| Select Sector SPDR TRST STR SVC ETF | ST STR SVC ETF | $2.2M | 0.9% |
| Marvell Technology Inc.COM | COM | $1.87M | 0.8% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $1.8M | 0.8% |
| ETFS Gold TRPHYSCL GOLD SHS | PHYSCL GOLD SHS | $1.76M | 0.8% |
| Abrdn Silver ETF TrustPHYSCL SILVR SHS | PHYSCL SILVR SHS | $1.72M | 0.7% |
| Adobe Inc.COM | COM | $1.61M | 0.7% |
| Salesforce Inc.COM | COM | $1.61M | 0.7% |
| Intuitive Surgical Inc.COM NEW | COM NEW | $1.49M | 0.6% |
| Palantir Technologies Inc.CL A | CL A | $1.41M | 0.6% |
| Symbotic Inc.CLASS A COM | CLASS A COM | $1.31M | 0.6% |
| Twilio Inc.CL A | CL A | $1.19M | 0.5% |
| iShares TRTIPS BD ETF | TIPS BD ETF | $1.18M | 0.5% |
| Global X FdsRBTCS ARTFL INTE | RBTCS ARTFL INTE | $1.17M | 0.5% |
| Broadcom Inc.COM | COM | $1.07M | 0.5% |
| Oracle Corp.COM | COM | $1.04M | 0.4% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $804K | 0.3% |
| Applied Matls Inc.COM | COM | $798K | 0.3% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $783K | 0.3% |
| Lam Research Corp.COM NEW | COM NEW | $779K | 0.3% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $778K | 0.3% |
| Exxon Mobil Corp.COM | COM | $751K | 0.3% |
| Micron Technology Inc.COM | COM | $666K | 0.3% |
| SPDR Series TrustST BLOO HIGH ETF | ST BLOO HIGH ETF | $661K | 0.3% |
| Cadence Design System Inc.COM | COM | $581K | 0.2% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $580K | 0.2% |
| Johnson & JohnsonCOM | COM | $576K | 0.2% |
| Chevron CorporationCOM | COM | $570K | 0.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $562K | 0.2% |
Vanguard Index FdsTOTAL STK MKT$18.7M
- Class
- TOTAL STK MKT
- Share
- 8.0%
SPDR Series TrustST STR BLO 1 ETF$15.7M
- Class
- ST STR BLO 1 ETF
- Share
- 6.7%
Wisdomtree TRFLOATNG RAT TREA$14.7M
- Class
- FLOATNG RAT TREA
- Share
- 6.3%
Select Sector SPDR TRST STR STAPL ETF$12.7M
- Class
- ST STR STAPL ETF
- Share
- 5.4%
Proshares TRPSHS ULT S&P 500$12.1M
- Class
- PSHS ULT S&P 500
- Share
- 5.2%
iShares TRTRS FLT RT BD$10.9M
- Class
- TRS FLT RT BD
- Share
- 4.7%
Apple Inc.COM$10.2M
- Class
- COM
- Share
- 4.4%
Alphabet Inc.CAP STK CL C$9.99M
- Class
- CAP STK CL C
- Share
- 4.3%
Select Sector SPDR TRST STR CARE ETF$9.08M
- Class
- ST STR CARE ETF
- Share
- 3.9%
Meta Platforms Inc.CL A$8.94M
- Class
- CL A
- Share
- 3.8%
Microsoft Corp.COM$8.88M
- Class
- COM
- Share
- 3.8%
Amazon Com Inc.COM$8.61M
- Class
- COM
- Share
- 3.7%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$7.02M
- Class
- VAN FTSE DEV MKT
- Share
- 3.0%
Vanguard Charlotte FdsTOTAL INT BD ETF$5.15M
- Class
- TOTAL INT BD ETF
- Share
- 2.2%
Nvidia CorporationCOM$5.01M
- Class
- COM
- Share
- 2.1%
Select Sector SPDR TRST STR UTIL ETF$4.6M
- Class
- ST STR UTIL ETF
- Share
- 2.0%
Tesla Inc.COM$4.53M
- Class
- COM
- Share
- 1.9%
Vanguard BD Index FdsTOTAL BND MRKT$4.19M
- Class
- TOTAL BND MRKT
- Share
- 1.8%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$3.76M
- Class
- FTSE EMR MKT ETF
- Share
- 1.6%
Select Sector SPDR TRST STR ENERG ETF$3M
- Class
- ST STR ENERG ETF
- Share
- 1.3%
Alphabet Inc.CAP STK CL A$2.73M
- Class
- CAP STK CL A
- Share
- 1.2%
Advanced Micro Devices Inc.COM$2.32M
- Class
- COM
- Share
- 1.0%
Select Sector SPDR TRST STR SVC ETF$2.2M
- Class
- ST STR SVC ETF
- Share
- 0.9%
Marvell Technology Inc.COM$1.87M
- Class
- COM
- Share
- 0.8%
iShares Gold TRISHARES NEW$1.8M
- Class
- ISHARES NEW
- Share
- 0.8%
ETFS Gold TRPHYSCL GOLD SHS$1.76M
- Class
- PHYSCL GOLD SHS
- Share
- 0.8%
Abrdn Silver ETF TrustPHYSCL SILVR SHS$1.72M
- Class
- PHYSCL SILVR SHS
- Share
- 0.7%
Adobe Inc.COM$1.61M
- Class
- COM
- Share
- 0.7%
Salesforce Inc.COM$1.61M
- Class
- COM
- Share
- 0.7%
Intuitive Surgical Inc.COM NEW$1.49M
- Class
- COM NEW
- Share
- 0.6%
Palantir Technologies Inc.CL A$1.41M
- Class
- CL A
- Share
- 0.6%
Symbotic Inc.CLASS A COM$1.31M
- Class
- CLASS A COM
- Share
- 0.6%
Twilio Inc.CL A$1.19M
- Class
- CL A
- Share
- 0.5%
iShares TRTIPS BD ETF$1.18M
- Class
- TIPS BD ETF
- Share
- 0.5%
Global X FdsRBTCS ARTFL INTE$1.17M
- Class
- RBTCS ARTFL INTE
- Share
- 0.5%
Broadcom Inc.COM$1.07M
- Class
- COM
- Share
- 0.5%
Oracle Corp.COM$1.04M
- Class
- COM
- Share
- 0.4%
Vanguard Scottsdale FdsINT-TERM CORP$804K
- Class
- INT-TERM CORP
- Share
- 0.3%
Applied Matls Inc.COM$798K
- Class
- COM
- Share
- 0.3%
Schwab Strategic TRUS TIPS ETF$783K
- Class
- US TIPS ETF
- Share
- 0.3%
Lam Research Corp.COM NEW$779K
- Class
- COM NEW
- Share
- 0.3%
iShares TRCORE S&P TTL STK$778K
- Class
- CORE S&P TTL STK
- Share
- 0.3%
Exxon Mobil Corp.COM$751K
- Class
- COM
- Share
- 0.3%
Micron Technology Inc.COM$666K
- Class
- COM
- Share
- 0.3%
SPDR Series TrustST BLOO HIGH ETF$661K
- Class
- ST BLOO HIGH ETF
- Share
- 0.3%
Cadence Design System Inc.COM$581K
- Class
- COM
- Share
- 0.2%
Select Sector SPDR TRST STR TECHN ETF$580K
- Class
- ST STR TECHN ETF
- Share
- 0.2%
Johnson & JohnsonCOM$576K
- Class
- COM
- Share
- 0.2%
Chevron CorporationCOM$570K
- Class
- COM
- Share
- 0.2%
Taiwan Semiconductor ManufacSPONSORED ADS$562K
- Class
- SPONSORED ADS
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 105 positions by value, with holdings of the same security combined. The 105 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2099257
- File number
- 028-25930
- Options
- 0 call, 0 put
- In the 25 largest
- 80.7%
- Prior quarter
- $202M at 31 March 2026
- Positions opened
- 15
- Positions closed
- 5
Common questions
What are Arta Finance Wealth Management’s 13F holdings worth?
$234 million across 105 positions for the quarter ended 30 June 2026.
What is Arta Finance Wealth Management’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $18.7 million, or 8.0% of reported 13F value, as of 30 June 2026.
How concentrated is Arta Finance Wealth Management’s 13F portfolio?
The ten largest positions accounted for 52.6% of reported value and the twenty-five largest for 80.7%, across 105 positions as of 30 June 2026.
Does Form 13F show everything Arta Finance Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Arta Finance Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.