Institutional Fund
Arta Finance Wealth Management LLC
Mountain View, CACIK 20992572 filings on record
Portfolio Value
$202.42M
Q1 2026
Holdings
95
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+3.3%
from $196.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust8.6%
- Wisdomtree Tr7.8%
- Vanguard Index Fds7.4%
- Select Sector Spdr Tr5.8%
- Ishares Tr5.7%
- Proshares Tr4.8%
- Other60.0%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 189.6K | $17.33M | 8.6% | +1.9K | Added |
| 2 | Wisdomtree Tr | 312.8K | $15.75M | 7.8% | +46.0K | Added |
| 3 | Vanguard Index Fds | 46.9K | $15.05M | 7.4% | +7.1K | Added |
| 4 | Select Sector Spdr Tr | 143.0K | $11.72M | 5.8% | +3.1K | Added |
| 5 | Ishares Tr | 228.8K | $11.55M | 5.7% | −47.3K | Reduced |
| 6 | Proshares Tr | 185.5K | $9.63M | 4.8% | +38.9K | Added |
| 7 | Select Sector Spdr Tr | 58.5K | $8.58M | 4.2% | +2.0K | Added |
| 8 | Apple Inc | 33.4K | $8.47M | 4.2% | −400 | Reduced |
| 9 | Meta Platforms Inc | 13.1K | $7.47M | 3.7% | +495 | Added |
| 10 | Microsoft Corp | 19.6K | $7.27M | 3.6% | +1.5K | Added |
85 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio