Arta Finance Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Arta Finance Wealth Management LLC held in its portfolio 89 assets valued at $196,023,715 (i.e. $196.02M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($17.69M), ISHARES TR ($13.93M), and WISDOMTREE TR ($13.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 89 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arta Finance Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 193237 | 17690027 | STATE STREET SPD |
| ISHARES TR | 276062 | 13930089 | TRS FLT RT BD |
| WISDOMTREE TR | 266868 | 13428798 | FLOATNG RAT TREA |
| VANGUARD INDEX FDS | 39820 | 13350451 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 139831 | 10862072 | STATE STREET CON |
| APPLE INC | 33762 | 9178537 | COM |
| MICROSOFT CORP | 18089 | 8748202 | COM |
| SELECT SECTOR SPDR TR | 56500 | 8746200 | STATE STREET HEA |
| PROSHARES TR | 146602 | 8491188 | PSHS ULT S&P 500 |
| META PLATFORMS INC | 12555 | 8287430 | CL A |
| AMAZON COM INC | 32211 | 7434943 | COM |
| ALPHABET INC | 21642 | 6791260 | CAP STK CL C |
| VANGUARD TAX-MANAGED FDS | 82749 | 5169330 | VAN FTSE DEV MKT |
| VANGUARD CHARLOTTE FDS | 84409 | 4078643 | TOTAL INT BD ETF |
| NVIDIA CORPORATION | 21283 | 3969280 | COM |
| SELECT SECTOR SPDR TR | 85502 | 3650080 | STATE STREET UTI |
| VANGUARD BD INDEX FDS | 47791 | 3539879 | TOTAL BND MRKT |
| TESLA INC | 7780 | 3498822 | COM |
| VANGUARD INTL EQUITY INDEX F | 51402 | 2763372 | FTSE EMR MKT ETF |
| SELECT SECTOR SPDR TR | 49363 | 2207020 | STATE STREET ENE |
| ALPHABET INC | 6683 | 2091779 | CAP STK CL A |
| PALANTIR TECHNOLOGIES INC | 8518 | 1514074 | CL A |
| ORACLE CORP | 7643 | 1485770 | COM |
| ABRDN SILVER ETF TRUST | 21886 | 1480369 | PHYSCL SILVR SHS |
| SELECT SECTOR SPDR TR | 12565 | 1479152 | STATE STREET COM |
| SALESFORCE INC | 5312 | 1407202 | COM |
| ISHARES GOLD TR | 17194 | 1395637 | ISHARES NEW |
| ETFS GOLD TR | 33175 | 1362829 | PHYSCL GOLD SHS |
| MARVELL TECHNOLOGY INC | 15632 | 1327452 | COM |
| ADOBE INC | 3766 | 1318062 | COM |
| TWILIO INC | 8455 | 1202639 | CL A |
| INTUITIVE SURGICAL INC | 2015 | 1141215 | COM NEW |
| SYMBOTIC INC | 18945 | 1127228 | CLASS A COM |
| GLOBAL X FDS | 30077 | 1089690 | RBTCS ARTFL INTE |
| ADVANCED MICRO DEVICES INC | 4384 | 938877 | COM |
| BROADCOM INC | 2607 | 902283 | COM |
| VANGUARD SCOTTSDALE FDS | 8720 | 730300 | INT-TERM CORP |
| ISHARES TR | 6434 | 707161 | TIPS BD ETF |
| SCHWAB STRATEGIC TR | 26606 | 704793 | US TIPS ETF |
| ICICI BANK LIMITED | 21743 | 647941 | ADR |
| INFOSYS LTD | 35429 | 631345 | SPONSORED ADR |
| HDFC BANK LTD | 17227 | 629475 | SPONSORED ADS |
| WIPRO LTD | 220567 | 626410 | SPON ADR 1 SH |
| DR REDDYS LABS LTD | 44581 | 625917 | ADR |
| MAKEMYTRIP LIMITED MAURITIUS | 7385 | 606456 | SHS |
| EXXON MOBIL CORP | 4363 | 525043 | COM |
| JPMORGAN CHASE & CO. | 1508 | 483726 | COM |
| SEA LTD | 3374 | 430421 | SPONSORD ADS |
| BERKSHIRE HATHAWAY INC DEL | 845 | 424739 | CL B NEW |
| TAIWAN SEMICONDUCTOR MFG LTD | 1389 | 422103 | SPONSORED ADS |
| ELI LILLY & CO | 388 | 416976 | COM |
| ISHARES TR | 2767 | 411425 | CORE S&P TTL STK |
| ALIBABA GROUP HLDG LTD | 2792 | 409251 | SPONSORED ADS |
| ABBVIE INC | 1747 | 399172 | COM |
| JOHNSON & JOHNSON | 1819 | 376442 | COM |
| SELECT SECTOR SPDR TR | 2613 | 376194 | STATE STREET TEC |
| CHEVRON CORP NEW | 2338 | 356335 | COM |
| BAIDU INC | 2594 | 338932 | SPON ADR REP A |
| 3M CO | 2053 | 328685 | COM |
| PDD HOLDINGS INC | 2891 | 327810 | SPONSORED ADS |
| WISDOMTREE TR | 6963 | 322317 | INDIA ERNGS FD |
| KT CORP | 16362 | 310387 | SPONSORED ADR |
| UNITED MICROELECTRONICS CORP SPON | 39294 | 308851 | ADR NEW |
| TOYOTA MOTOR CORP | 1429 | 305892 | ADS |
| NETEASE INC | 2113 | 290791 | SPONSORED ADS |
| LAM RESEARCH CORP | 1693 | 289808 | COM NEW |
| VERIZON COMMUNICATIONS INC | 7020 | 281048 | COM |
| PROCTER AND GAMBLE CO | 1937 | 277591 | COM |
| WALMART INC | 2436 | 271374 | COM |
| AT&T INC | 10898 | 267575 | COM |
| SCHWAB STRATEGIC TR | 9359 | 256717 | US DIVIDEND EQ |
| BLACKSTONE INC | 1622 | 250015 | COM |
| CADENCE DESIGN SYSTEM INC | 797 | 249126 | COM |
| QUALCOMM INC | 1430 | 244602 | COM |
| VISA INC | 693 | 243042 | COM CL A |
| MASTERCARD INCORPORATED | 421 | 239980 | CL A |
| SYNOPSYS INC | 507 | 238148 | COM |
| CISCO SYS INC | 3035 | 232542 | COM |
| INVESCO EXCH TRADED FD TR II | 4782 | 229536 | S&P500 HDL VOL |
| KKR & CO INC | 1760 | 224365 | COM |
| ISHARES TR | 1789 | 217560 | CORE HIGH DV ETF |
| AMPHENOL CORP NEW | 1603 | 216629 | CL A |
| APOLLO GLOBAL MGMT INC | 1461 | 211494 | COM |
| VANGUARD WHITEHALL FDS | 1471 | 211118 | HIGH DIV YLD |
| BLUE OWL CAPITAL INC | 11632 | 173782 | COM CL A |
| BLUE OWL CAPITAL CORPORATION | 13473 | 167469 | COM |
| PROSPECT CAP CORP | 62717 | 162437 | COM |
| GOLUB CAP BDC INC | 11520 | 156326 | COM |
| FS KKR CAP CORP | 10551 | 156260 | COM |
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