Arta Finance Wealth Management LLC
CIK: 0002099257SEC EDGAR →
Portfolio Value
$196.0M
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 187,743 | $17.2M | 8.75% |
| 2 | ISHARES TR | 276,062 | $13.9M | 7.11% |
| 3 | WISDOMTREE TR | 266,868 | $13.4M | 6.85% |
| 4 | VANGUARD INDEX FDS | 39,820 | $13.3M | 6.81% |
| 5 | SELECT SECTOR SPDR TR | 139,831 | $10.9M | 5.54% |
| 6 | APPLE INC | 33,762 | $9.2M | 4.68% |
| 7 | MICROSOFT CORP | 18,089 | $8.7M | 4.46% |
| 8 | SELECT SECTOR SPDR TR | 56,500 | $8.7M | 4.46% |
| 9 | PROSHARES TR | 146,602 | $8.5M | 4.33% |
| 10 | AMAZON COM INC | 32,211 | $7.4M | 3.79% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $109.2M | 58.5% |
| Technology | 22 | $36.0M | 19.3% |
| Unknown | 4 | $13.0M | 7.0% |
| Consumer Cyclical | 7 | $13.0M | 7.0% |
| Communication Services | 6 | $10.7M | 5.7% |
| Healthcare | 5 | $1.8M | 1.0% |
| Industrials | 2 | $1.5M | 0.8% |
| Energy | 2 | $881K | 0.5% |
| Consumer Defensive | 2 | $548K | 0.3% |