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Arta Finance Wealth Management LLC
hedge fundUpdated 8 days agoManaged by Arta Finance Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$211.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
10.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $196M |
| Q1 2026 | $202.4M |
| Q2 2026 | $233.7M |
| Q3 2026 | $211.1M |
Top holdings
105 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $20.3M | 54.1K | 9.60% | Added(+7.3%) | |
| 2 | $14.6M | 159.9K | 6.92% | Trimmed(-7.0%) | |
| 3 | $12M | 173.5K | 5.70% | Trimmed(-3.2%) | |
| 4 | ? N/A ISHARES TR | $12M | 236.9K | 5.67% | Added(+9.6%) |
| 5 | $11.7M | 232.3K | 5.54% | Trimmed(-20.5%) | |
| 6 | $11M | 136.5K | 5.21% | Trimmed(-10.7%) | |
| 7 | $7.5M | 106.9K | 3.57% | Added(+8.4%) | |
| 8 | $7M | 20.9K | 3.30% | Trimmed(-40.6%) | |
| 9 | $6.7M | 39.8K | 3.17% | Trimmed(-30.5%) | |
| 10 | $5.6M | 11.0K | 2.67% | Trimmed(-53.8%) | |
| 11 | $5.5M | 7.6K | 2.60% | Trimmed(-52.3%) | |
| 12 | $5.4M | 115.4K | 2.56% | Added(+8.3%) | |
| 13 | $5.3M | 23.3K | 2.52% | Trimmed(-7.1%) | |
| 14 | $5.1M | 15.1K | 2.43% | Trimmed(-46.6%) | |
| 15 | $4.6M | 12.9K | 2.17% | Added(+19.8%) | |
| 16 | $4.5M | 64.0K | 2.12% | Added(+11.8%) | |
| 17 | $4M | 68.2K | 1.92% | Added(+8.3%) | |
| 18 | $4M | 16.1K | 1.91% | Trimmed(-55.3%) | |
| 19 | $4M | 101.7K | 1.90% | Added(+0.1%) | |
| 20 | $3.1M | 9.1K | 1.49% | Added(+19.6%) |