StockDriftsStockDriftsTop 50 Arta Finance Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.99% | 50.5K | $18.7M | +7.62%(+3.57K) | $331.92(+15.04%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 6.73% | 172.0K | $15.7M | -9.31%(-17.65K) | $91.56(-0.06%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 6.3% | 292.3K | $14.7M | -6.55%(-20.50K) | $50.30(+0.26%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 5.44% | 152.9K | $12.7M | +6.95%(+9.94K) | $78.35(+8.59%) | 2026-06-30 | |
| SSO | PROSHARES TR | 5.17% | 179.2K | $12.1M | -3.41%(-6.33K) | $56.55(+26.50%) | 2026-06-30 | |
| TFLO | ISHARES TR | 4.67% | 216.1K | $10.9M | -5.53%(-12.65K) | $50.52(+0.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.36% | 35.2K | $10.2M | +5.50%(+1.83K) | $263.49(+14.71%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.27% | 28.3K | $10.0M | +23.25%(+5.33K) | $286.18(+19.63%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 3.88% | 57.2K | $9.1M | -2.21%(-1.29K) | $147.11(+14.50%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.82% | 15.9K | $8.9M | +21.56%(+2.81K) | $668.56(-13.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.22% |
Arta Finance Wealth Management LLC reports $233.66M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are VTI (8.0%), BIL (6.7%) and USFR (6.3%). The top 20 holdings account for 76.06% of reported assets. Its disclosed equity book has returned +3.08% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Arta Finance Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Arta Finance Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2099257). View Arta Finance Wealth Management LLC’s 13F filings on SEC