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CIK: 0002099257
Total reported value
$211.1M
$211.1M
105 檔
35.0%
During the Q2 2026 filing period, Arta Finance Wealth Management LLC (CIK: 0002099257) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.1M across 105 reported positions.
In Q2 2026, Arta Finance Wealth Management LLC displayed an active expansion posture, initiating 15 new positions and adding to 63 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BIL, USFR) accounted for 35.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
INTC
市值: $477.1K
Top Position Liquidated / Trimmed
NFLX
前期市值: $315.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.99% | +1.61% | +7.62% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.73% | +0.19% | -9.31% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.30% | -0.76% | -6.55% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 5.44% | -0.23% | +6.95% | |
| 5 | SSO | Proshares Ultra S&p500 | ETF-Other | 5.17% | +0.53% | -3.41% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 4.67% | +1.00% | -5.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.36% | -1.06% | +5.50% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.27% | -1.84% | +23.25% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.88% | -0.71% | -2.21% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.82% | -1.22% | +21.56% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -1.13% | +21.27% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | -1.77% | +3.61% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.01% | +0.56% | +8.28% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.20% | +0.36% | +11.37% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.37% | +13.60% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.97% | -0.07% | +14.96% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.94% | +0.23% | +25.67% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.79% | +0.33% | +12.23% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.61% | +0.31% | +8.91% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.28% | -0.05% | +35.14% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.32% | +11.13% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | +0.23% | -28.89% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.94% | -0.37% | +30.51% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 0.80% | +0.22% | -56.25% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.77% | +0.12% | +1.76% | |
| 26 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.75% | +0.12% | +2.26% | |
| 27 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.74% | +0.10% | +4.78% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.69% | +0.14% | +61.95% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.69% | +0.12% | +47.16% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | +0.26% | +67.08% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | +0.22% | +35.97% | |
| 32 | SYM | Symbotic Inc | Stock-Industrials | 0.56% | +0.07% | +47.77% | |
| 33 | TWLO | Twilio Inc - A | Stock-Tech | 0.51% | +0.22% | -25.81% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.51% | +0.06% | +7.11% | |
| 35 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.50% | +0.13% | +11.44% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.07% | +6.25% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.04% | -6.52% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.34% | +0.06% | +12.01% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | -0.04% | +24.75% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.33% | +0.05% | +9.98% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | -0.07% | +1.24% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.33% | +0.05% | +23.99% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.32% | EXIT | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +0.02% | -4.15% | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.28% | +0.03% | +0.42% | |
| 46 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.25% | +0.06% | +31.38% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.32% | +5.44% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | +0.05% | +6.18% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.24% | +0.08% | +16.62% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | -0.11% | -15.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +23.25% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +7.62% | Add |
| 3 | AMD | Advanced Micro Devices | +0.4% | -28.89% | Trim |
| 4 | SSO | Proshares Ultra S&p500 | +0.4% | -3.41% | Trim |
| 5 | TSLA | Tesla Inc | +0.4% | +25.67% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +13.60% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +21.27% | Add |
| 8 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.13% | Add |
| 10 | AMAT | Applied Materials Inc | +0.2% | +24.75% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +5.50% | Add |
| 12 | MU | Micron Technology Inc | +0.2% | -4.15% | Trim |
| 13 | STX | Seagate Technology Holdings plc | +0.2% | NEW | New buy |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 15 | LRCX | Lam Research CORP | +0.1% | +1.24% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +21.56% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.28% | Add |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | +67.08% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 20 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | New buy |
| 21 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 22 | ADBE | Adobe Inc | +0.1% | +61.95% | Add |
| 23 | FLIN | Franklin Ftse India ETF | +0.1% | NEW | New buy |
| 24 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 25 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 27 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 28 | MRVL | Marvell Technology Inc | +0.1% | -56.25% | Trim |
| 29 | IAGG | Ishares Intl Aggregate Bond | +0.1% | NEW | New buy |
| 30 | AMZN | Amazon.com Inc | +0.1% | +3.61% | Add |
| 31 | CDNS | Cadence Design Sys Inc | +0.1% | +31.38% | Add |
| 32 | SNPS | Synopsys Inc | +0.1% | +70.71% | Add |
| 33 | LSCC | Lattice Semiconductor CORP | +0.1% | +27.21% | Add |
| 34 | GE | General Electric | +0.1% | NEW | New buy |
| 35 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 36 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 37 | XLC | Ss Comm Select Sector Spdr | +0.1% | +30.51% | Add |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.91% | Add |
| 39 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +23.99% | Add |
| 40 | XLK | Ss Technology Select Sector | +0.1% | +5.44% | Add |
| 41 | QCOM | Qualcomm Inc | +0.1% | +18.80% | Add |
| 42 | CRM | Salesforce Inc | +0.1% | +47.16% | Add |
| 43 | BOTZ | Global X Robotics & Artifici | +0.1% | +11.44% | Add |
| 44 | AVGO | Broadcom Inc | +0.1% | +6.25% | Add |
| 45 | LLY | Eli Lilly & Co | +0.1% | +8.40% | Add |
| 46 | SYM | Symbotic Inc | 0% | +47.77% | Add |
| 47 | CSCO | Cisco Systems Inc | 0% | +3.67% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +45.13% | Add |
| 49 | TWLO | Twilio Inc - A | 0% | -25.81% | Trim |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +21.09% | Add |
According to official SEC Form 13F filings, Arta Finance Wealth Management LLC reported a total U.S. public equity portfolio value of $211.1M across 105 disclosed positions in Q2 2026.
During Q2 2026, Arta Finance Wealth Management LLC's top holdings by market value included VTI (8.0%)、BIL (6.7%)、USFR (6.3%). The largest single position, VTI, represented 8.0% of total portfolio value.
In Q2 2026, Arta Finance Wealth Management LLC made 110 total portfolio adjustments, initiating 15 new buys, adding to 63 positions, trimming 27 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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