13F-HR filed by Arta Finance Wealth Management LLC
Arta Finance Wealth Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-20, with 95 holding rows worth $202,422,082.
- Accession
- 0002099257-26-000002
- Filer
- CIK 2099257
- Filed
- 2026-04-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 95 entries on the cover page, a total value of $202,422,082 stated on the cover page (in dollars after the unit check, H1), rows summing to $202,422,082 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 189,625 | $17,327,241 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 312,843 | $15,748,517 | dollars as filed | |
| VTI | 922908769 | COM | 46,908 | $15,048,555 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 142,973 | $11,720,927 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 228,780 | $11,548,463 | dollars as filed | |
| PROSHARES TR | 74347R107 | PSHS ULT S&P 500 | 185,528 | $9,625,193 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 58,501 | $8,576,832 | dollars as filed | |
| Apple Inc | 037833100 | COM | 33,362 | $8,466,942 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 13,050 | $7,466,296 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 19,634 | $7,267,918 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 34,857 | $7,259,667 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 22,933 | $6,578,560 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 91,028 | $5,833,074 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 95,673 | $4,586,399 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 88,324 | $4,053,188 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 22,056 | $3,846,566 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 51,014 | $3,743,917 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 8,571 | $3,186,269 | dollars as filed | |
| VWO | 922042858 | SHS | 57,831 | $3,125,766 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 41,825 | $2,562,200 | dollars as filed | |
| ABRDN SILVER ETF TRUST | 003264108 | PHYSCL SILVR SHS | 29,186 | $2,090,009 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 23,440 | $2,066,470 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 45,099 | $2,012,317 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,871 | $1,975,825 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 15,767 | $1,747,930 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 14,346 | $1,420,971 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 8,894 | $1,301,014 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 6,968 | $1,300,717 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 4,854 | $1,179,910 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 5,608 | $1,140,835 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 10,196 | $1,125,231 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 7,593 | $1,117,006 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 19,773 | $1,051,924 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 2,236 | $1,030,774 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 7,742 | $974,098 | dollars as filed | |
| GLOBAL X FDS | 37954Y715 | RBTCS ARTFL INTE | 27,626 | $917,736 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,954 | $840,496 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,672 | $827,011 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 27,080 | $719,857 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 8,716 | $718,252 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 6,863 | $653,325 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,948 | $609,941 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 41,758 | $564,151 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 21,079 | $545,946 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 3,819 | $543,940 | dollars as filed | |
| DR REDDYS LABS LTD ADR | 256135203 | ADR | 38,643 | $535,206 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 251,281 | $532,716 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,135 | $521,879 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 20,069 | $499,317 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 17,159 | $497,439 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 3,386 | $491,749 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,224 | $483,698 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,400 | $473,130 | dollars as filed | |
| MAKEMYTRIP LIMITED MAURITIUS SHS | V5633W109 | Stock | 12,613 | $470,339 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 9,122 | $457,924 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,900 | $418,876 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,886 | $383,549 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 3,033 | $380,520 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,776 | $379,460 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 405 | $372,507 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 4,422 | $366,186 | dollars as filed | |
| SCHD | 808524797 | COM | 11,880 | $364,478 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 4,179 | $344,475 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E362 | S&P500 HDL VOL | 6,918 | $343,202 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 2,457 | $333,464 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,223 | $329,226 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,179 | $327,609 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,281 | $315,468 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,501 | $310,824 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,886 | $305,023 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 2,970 | $303,475 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 885 | $302,484 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 297 | $295,940 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 2,567 | $286,015 | dollars as filed | |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | 910873405 | ADR | 31,617 | $283,921 | dollars as filed | |
| KT CORP SPONSORED ADR | 48268K101 | ADR | 13,186 | $282,840 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 958 | $280,370 | dollars as filed | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 2,399 | $268,544 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 676 | $268,020 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 554 | $265,477 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,058 | $265,029 | dollars as filed | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 1,285 | $264,826 | dollars as filed | |
| WISDOMTREE TR | 97717W422 | INDIA ERNGS FD | 6,004 | $244,963 | dollars as filed | |
| ISHARES TR MSCI CHINA ETF | 46429B671 | MSCI CHINA ETF | 4,348 | $244,271 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,131 | $241,625 | dollars as filed | |
| ISHARES INC MSCI TAIWAN ETF | 46434G772 | MSCI TAIWAN ETF | 3,376 | $239,426 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 6,488 | $234,736 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,945 | $233,964 | dollars as filed | |
| Linde plc | G54950103 | COM | 459 | $227,554 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 2,363 | $219,192 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 412 | $205,860 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 602 | $203,380 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,051 | $201,777 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 233 | $201,629 | dollars as filed | |
| PROSPECT CAPITAL CORPORATION | 74348T102 | COM | 26,944 | $70,324 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002099257-26-000002 | this filing | 2026-04-20 | acceptance time not in the bulk data set |