Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arta Finance Wealth Management LLC (CIK 2099257) reported $233.7M across 105 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($18.7M, 7.99%), BIL ($15.7M, 6.73%), USFR ($14.7M, 6.30%), XLP ($12.7M, 5.44%), SSO ($12.1M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $18.7M | 7.99% | 50,481 | Added |
| 2 | BIL | SPDR SERIES TRUST | $15.7M | 6.73% | 171,979 | Trimmed |
| 3 | USFR | WISDOMTREE TR | $14.7M | 6.30% | 292,338 | Trimmed |
| 4 | XLP | SELECT SECTOR SPDR TR | $12.7M | 5.44% | 152,908 | Added |
| 5 | SSO | PROSHARES TR | $12.1M | 5.17% | 179,193 | Trimmed |
| 6 | TFLO | ISHARES TR | $10.9M | 4.67% | 216,130 | Trimmed |
| 7 | AAPL | APPLE INC | $10.2M | 4.36% | 35,197 | Added |
| 8 | GOOG | ALPHABET INC | $10.0M | 4.27% | 28,265 | Added |
| 9 | XLV | SELECT SECTOR SPDR TR | $9.1M | 3.88% | 57,207 | Trimmed |
| 10 | META | META PLATFORMS INC | $8.9M | 3.82% | 15,863 | Added |
| 11 | MSFT | MICROSOFT CORP | $8.9M | 3.80% | 23,811 | Added |
| 12 | AMZN | AMAZON COM INC | $8.6M | 3.68% | 36,114 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $7.0M | 3.01% | 98,564 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $5.1M | 2.20% | 106,552 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $5.0M | 2.15% | 25,056 | Added |
| 16 | XLU | SELECT SECTOR SPDR TR | $4.6M | 1.97% | 101,541 | Added |
| 17 | TSLA | TESLA INC | $4.5M | 1.94% | 10,771 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $4.2M | 1.79% | 57,251 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $3.8M | 1.61% | 62,985 | Added |
| 20 | XLE | SELECT SECTOR SPDR TR | $3.0M | 1.28% | 56,521 | Added |
| 21 | GOOGL | ALPHABET INC | $2.7M | 1.17% | 7,636 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $2.3M | 0.99% | 3,988 | Trimmed |
| 23 | XLC | SELECT SECTOR SPDR TR | $2.2M | 0.94% | 20,577 | Added |
| 24 | MRVL | MARVELL TECHNOLOGY INC | $1.9M | 0.80% | 6,277 | Trimmed |
| 25 | IAU | ISHARES GOLD TR | $1.8M | 0.77% | 23,852 | Added |
Source: SEC Form 13F filings · as of 2026-06-30