Arta Finance Wealth Management LLC
Q3 2026 13F filing
Updated 8 days ago105 disclosed positions worth $211.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $20.3M | 54.1K | 9.60% | Added(+7.3%) |
| 2 | S SPDR SERIES TRUST | $14.6M | 159.9K | 6.92% | Trimmed(-7.0%) |
| 3 | K PROSHARES TR | $12M | 173.5K | 5.70% | Trimmed(-3.2%) |
| 4 | ? N/A ISHARES TR | $12M | 236.9K | 5.67% | Added(+9.6%) |
| 5 | B WISDOMTREE TR | $11.7M | 232.3K | 5.54% | Trimmed(-20.5%) |
| 6 | A SELECT SECTOR SPDR TR | $11M | 136.5K | 5.21% | Trimmed(-10.7%) |
| 7 | V VANGUARD TAX-MANAGED FDS | $7.5M | 106.9K | 3.57% | Added(+8.4%) |
| 8 | A APPLE INC | $7M | 20.9K | 3.30% | Trimmed(-40.6%) |
| 9 | S SELECT SECTOR SPDR TR | $6.7M | 39.8K | 3.17% | Trimmed(-30.5%) |
| 10 | M MICROSOFT CORP | $5.6M | 11.0K | 2.67% | Trimmed(-53.8%) |
| 11 | M META PLATFORMS INC | $5.5M | 7.6K | 2.60% | Trimmed(-52.3%) |
| 12 | V VANGUARD CHARLOTTE FDS | $5.4M | 115.4K | 2.56% | Added(+8.3%) |
| 13 | N NVIDIA CORPORATION | $5.3M | 23.3K | 2.52% | Trimmed(-7.1%) |
| 14 | G ALPHABET INC | $5.1M | 15.1K | 2.43% | Trimmed(-46.6%) |
| 15 | T TESLA INC | $4.6M | 12.9K | 2.17% | Added(+19.8%) |
| 16 | V VANGUARD BD INDEX FDS | $4.5M | 64.0K | 2.12% | Added(+11.8%) |
| 17 | V VANGUARD INTL EQUITY INDEX F | $4M | 68.2K | 1.92% | Added(+8.3%) |
| 18 | A AMAZON COM INC | $4M | 16.1K | 1.91% | Trimmed(-55.3%) |
| 19 | S SELECT SECTOR SPDR TR | $4M | 101.7K | 1.90% | Added(+0.1%) |
| 20 | G ALPHABET INC | $3.1M | 9.1K | 1.49% | Added(+19.6%) |
| 21 | S SELECT SECTOR SPDR TR | $2.6M | 42.2K | 1.23% | Trimmed(-25.3%) |
| 22 | A ADVANCED MICRO DEVICES INC | $2.6M | 4.2K | 1.22% | Added(+5.8%) |
| 23 | M MARVELL TECHNOLOGY INC | $2.2M | 8.2K | 1.02% | Added(+30.0%) |
| 24 | I INTUITIVE SURGICAL INC | $1.9M | 4.7K | 0.90% | Added(+24.7%) |
| 25 | I ISHARES GOLD TR | $1.9M | 24.0K | 0.89% | Added(+0.8%) |
| 26 | S ETFS GOLD TR | $1.8M | 46.5K | 0.87% | Added(+0.8%) |
| 27 | S ABRDN SILVER ETF TRUST | $1.8M | 31.0K | 0.84% | Added(+1.5%) |
| 28 | A ADOBE INC | $1.8M | 7.3K | 0.83% | Trimmed(-6.9%) |
| 29 | P PALANTIR TECHNOLOGIES INC | $1.7M | 9.3K | 0.82% | Trimmed(-23.4%) |
| 30 | C SALESFORCE INC | $1.7M | 7.5K | 0.81% | Trimmed(-27.2%) |
| 31 | T TWILIO INC | $1.5M | 5.2K | 0.73% | Trimmed(-8.7%) |
| 32 | S SYMBOTIC INC | $1.3M | 31.4K | 0.63% | Added(+7.4%) |
| 33 | ? N/A GLOBAL X FDS | $1.3M | 37.5K | 0.63% | Added(+21.7%) |
| 34 | S SELECT SECTOR SPDR TR | $1.2M | 10.8K | 0.57% | Trimmed(-47.5%) |
| 35 | B ISHARES TR | $1.2M | 11.5K | 0.57% | Added(+5.4%) |
| 36 | S SELECT SECTOR SPDR TR | $1.2M | 6.1K | 0.57% | Added(+101.0%) |
| 37 | X EXXONMOBIL HOLDINGS CORP | $899K | 5.5K | 0.43% | — |
| 38 | O ORACLE CORP | $873K | 6.4K | 0.41% | Trimmed(-10.1%) |
| 39 | V VANGUARD SCOTTSDALE FDS | $836K | 10.7K | 0.40% | Added(+9.8%) |
| 40 | S SCHWAB STRATEGIC TR | $832K | 33.2K | 0.39% | Added(+11.4%) |
| 41 | A BROADCOM INC | $828K | 2.4K | 0.39% | Trimmed(-17.0%) |
| 42 | E ISHARES TR | $795K | 4.8K | 0.38% | Added(+1.0%) |
| 43 | S SELECT SECTOR SPDR TR | $750K | 4.5K | 0.36% | — |
| 44 | C CHEVRON CORPORATION | $670K | 3.3K | 0.32% | Trimmed(-4.5%) |
| 45 | C CADENCE DESIGN SYSTEM INC | $662K | 2.0K | 0.31% | Added(+29.4%) |
| 46 | S SPDR SERIES TRUST | $652K | 7.1K | 0.31% | Added(+2.6%) |
| 47 | M MICRON TECHNOLOGY INC | $636K | 597 | 0.30% | Added(+3.5%) |
| 48 | J JOHNSON & JOHNSON | $626K | 2.4K | 0.30% | Added(+4.3%) |
| 49 | A APPLIED MATLS INC | $623K | 1.2K | 0.30% | Added(+10.4%) |
| 50 | A ABBVIE INC | $621K | 2.4K | 0.29% | Added(+8.9%) |