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Disclosery

13F-HR filed by Arta Finance Wealth Management LLC

Arta Finance Wealth Management LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-20, with 90 holding rows worth $196,023,715.

Accession
0002099257-26-000001
Filer
CIK 2099257
Filed
2026-01-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 90 entries on the cover page, a total value of $196,023,715 stated on the cover page (in dollars after the unit check, H1), rows summing to $196,023,715 with VALUE read as dollars as filed, 13F file number 028-25930. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS187,743$17,155,955dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS276,062$13,930,089dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA266,868$13,428,798dollars as filed
VTI922908769COM39,820$13,350,451dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON139,831$10,862,072dollars as filed
Apple Inc037833100COM33,762$9,178,537dollars as filed
Microsoft Corp594918104COM18,089$8,748,202dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS56,500$8,746,200dollars as filed
PROSHARES TR74347R107PSHS ULT S&P 500146,602$8,491,188dollars as filed
META PLATFORMS INC CL A30303M102COM12,555$8,287,430dollars as filed
Amazon.com, Inc023135106COM32,211$7,434,943dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,642$6,791,260dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS82,749$5,169,330dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS84,409$4,078,643dollars as filed
NVIDIA Corp67066G104COM21,283$3,969,280dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS85,502$3,650,080dollars as filed
Vanguard Total Bond Market ETF921937835SHS47,791$3,539,879dollars as filed
Tesla Motors, Inc88160R101COM7,780$3,498,822dollars as filed
VWO922042858SHS51,402$2,763,372dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS49,363$2,207,020dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,683$2,091,779dollars as filed
Palantir Technologies Inc. Class A69608A108COM8,518$1,514,074dollars as filed
Oracle Corporation68389X105COM7,643$1,485,770dollars as filed
ABRDN SILVER ETF TRUST003264108PHYSCL SILVR SHS21,886$1,480,369dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS12,565$1,479,152dollars as filed
Salesforce.com, Inc79466L302COM5,312$1,407,202dollars as filed
iShares Gold Trust464285204COM17,194$1,395,637dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS33,175$1,362,829dollars as filed
MARVELL TECHNOLOGY INC573874104COM15,632$1,327,452dollars as filed
Adobe Inc00724F101COM3,766$1,318,062dollars as filed
TWILIO INC CL A90138F102Stock8,455$1,202,639dollars as filed
Intuitive Surgical,Inc.46120E602COM2,015$1,141,215dollars as filed
SYMBOTIC INC87151X101CLASS A COM18,945$1,127,228dollars as filed
GLOBAL X FDS37954Y715RBTCS ARTFL INTE30,077$1,089,690dollars as filed
Advanced Micro Devices,Inc.007903107COM4,384$938,877dollars as filed
Broadcom Inc.11135F101COM2,607$902,283dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS8,720$730,300dollars as filed
iShares TIPS Bond ETF464287176SHS6,434$707,161dollars as filed
Schwab US TIPS ETF808524870SHS26,606$704,793dollars as filed
ICICI BANK LIMITED ADR45104G104ADR21,743$647,941dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR35,429$631,345dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR17,227$629,475dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR220,567$626,410dollars as filed
DR REDDYS LABS LTD ADR256135203ADR44,581$625,917dollars as filed
MAKEMYTRIP LIMITED MAURITIUS SHSV5633W109Stock7,385$606,456dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y5,494$534,072dollars as filed
EXXON MOBIL CORP30231G102COM4,363$525,043dollars as filed
JPMorgan Chase & Co46625H100COM1,508$483,726dollars as filed
SEA LTD81141R100SPONSORD ADS3,374$430,421dollars as filed
Berkshire Hathaway Inc084670702COM845$424,739dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,389$422,103dollars as filed
Eli Lilly and Company532457108COM388$416,976dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,767$411,425dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,792$409,251dollars as filed
AbbVie,Inc.00287Y109COM1,747$399,172dollars as filed
Johnson & Johnson478160104COM1,819$376,442dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,613$376,194dollars as filed
Chevron Corporation166764100COM2,338$356,335dollars as filed
BAIDU INC SPON ADR REP A056752108ADR2,594$338,932dollars as filed
3M CO COM88579Y101Stock2,053$328,685dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR2,891$327,810dollars as filed
WISDOMTREE TR97717W422INDIA ERNGS FD6,963$322,317dollars as filed
KT CORP SPONSORED ADR48268K101ADR16,362$310,387dollars as filed
UNITED MICROELECTRONICS CORP SPON ADR NEW910873405ADR39,294$308,851dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR1,429$305,892dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR2,113$290,791dollars as filed
Lam Research Corporation512807306COM1,693$289,808dollars as filed
Verizon Communications Inc92343V104COM7,020$281,048dollars as filed
Procter & Gamble Co742718109COM1,937$277,591dollars as filed
Walmart Inc.931142103COM2,436$271,374dollars as filed
AT&T Inc00206R102COM10,898$267,575dollars as filed
SCHD808524797COM9,359$256,717dollars as filed
BLACKSTONE INC09260D107COM1,622$250,015dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock797$249,126dollars as filed
Qualcomm Incorporated747525103COM1,430$244,602dollars as filed
Visa Inc92826C839COM693$243,042dollars as filed
MasterCard, Inc57636Q104COM421$239,980dollars as filed
SYNOPSYS INC COM871607107Stock507$238,148dollars as filed
Cisco Systems,Inc.17275R102COM3,035$232,542dollars as filed
INVESCO EXCH TRADED FD TR II46138E362S&P500 HDL VOL4,782$229,536dollars as filed
KKR & CO INC48251W104COM1,760$224,365dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF1,789$217,560dollars as filed
AMPHENOL CORP NEW032095101COM1,603$216,629dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock1,461$211,494dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,471$211,118dollars as filed
BLUE OWL CAPITAL INC COM CL A09581B103Stock11,632$173,782dollars as filed
BLUE OWL CAPITAL CORPORATION COM69121K104CEF13,473$167,469dollars as filed
PROSPECT CAPITAL CORPORATION74348T102COM62,717$162,437dollars as filed
GOLUB CAP BDC INC38173M102COM11,520$156,326dollars as filed
FS KKR CAP CORP302635206COM10,551$156,260dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002099257-26-000001this filing2026-01-20acceptance time not in the bulk data set