Arta Finance Wealth Management LLC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$196.0M
Holdings
90
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BILSPDR SERIES TRUST | 187,743 | $17.2M | 8.75% | |
| 2 | TFLOISHARES TR | 276,062 | $13.9M | 7.11% | |
| 3 | USFRWISDOMTREE TR | 266,868 | $13.4M | 6.85% | |
| 4 | VTIVANGUARD INDEX FDS | 39,820 | $13.3M | 6.81% | |
| 5 | XLFISELECT SECTOR SPDR TR | 139,831 | $10.9M | 5.54% | |
| 6 | AAPLAPPLE INC | 33,762 | $9.2M | 4.68% | |
| 7 | MSFTMICROSOFT CORP | 18,089 | $8.7M | 4.46% | |
| 8 | XLVSELECT SECTOR SPDR TR | 56,500 | $8.7M | 4.46% | |
| 9 | SSOPROSHARES TR | 146,602 | $8.5M | 4.33% | |
| 10 | METAMETA PLATFORMS INC | 12,555 | $8.3M | 4.23% | |
| 11 | AMZNAMAZON COM INC | 32,211 | $7.4M | 3.79% | |
| 12 | GOOGALPHABET INC | 21,642 | $6.8M | 3.46% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 82,749 | $5.2M | 2.64% | |
| 14 | BNDXVANGUARD CHARLOTTE FDS | 84,409 | $4.1M | 2.08% | |
| 15 | NVDANVIDIA CORPORATION | 21,283 | $4.0M | 2.02% | |
| 16 | XLUSELECT SECTOR SPDR TR | 85,502 | $3.6M | 1.86% | |
| 17 | BNDVANGUARD BD INDEX FDS | 47,791 | $3.5M | 1.81% | |
| 18 | TSLATESLA INC | 7,780 | $3.5M | 1.78% | |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 51,402 | $2.8M | 1.41% | |
| 20 | XLESELECT SECTOR SPDR TR | 49,363 | $2.2M | 1.13% | |
| 21 | GOOGLALPHABET INC | 6,683 | $2.1M | 1.07% | |
| 22 | PLTRPALANTIR TECHNOLOGIES INC | 8,518 | $1.5M | 0.77% | |
| 23 | ORCLORACLE CORP | 7,643 | $1.5M | 0.76% | |
| 24 | SIVRABRDN SILVER ETF TRUST | 21,886 | $1.5M | 0.76% | |
| 25 | XLCSELECT SECTOR SPDR TR | 12,565 | $1.5M | 0.75% | |
| 26 | CRMSALESFORCE INC | 5,312 | $1.4M | 0.72% | |
| 27 | IAU*ISHARES GOLD TR | 17,194 | $1.4M | 0.71% | |
| 28 | SGOLETFS GOLD TR | 33,175 | $1.4M | 0.69% | |
| 29 | MRVLMARVELL TECHNOLOGY INC | 15,632 | $1.3M | 0.68% | |
| 30 | ADBEADOBE INC | 3,766 | $1.3M | 0.67% | |
| 31 | TWLOTWILIO INC | 8,455 | $1.2M | 0.61% | |
| 32 | ISRGINTUITIVE SURGICAL INC | 2,015 | $1.1M | 0.58% | |
| 33 | SYMSYMBOTIC INC | 18,945 | $1.1M | 0.57% | |
| 34 | BOTZGLOBAL X FDS | 30,077 | $1.1M | 0.56% | |
| 35 | AMDADVANCED MICRO DEVICES INC | 4,384 | $938K | 0.48% | |
| 36 | AVGOBROADCOM INC | 2,607 | $902K | 0.46% | |
| 37 | VCITVANGUARD SCOTTSDALE FDS | 8,720 | $730K | 0.37% | |
| 38 | TIPISHARES TR | 6,434 | $707K | 0.36% | |
| 39 | SCHPSCHWAB STRATEGIC TR | 26,606 | $704K | 0.36% | |
| 40 | IBNICICI BANK LIMITED | 21,743 | $647K | 0.33% | |
| 41 | INFYINFOSYS LTD | 35,429 | $631K | 0.32% | |
| 42 | HDBHDFC BANK LTD | 17,227 | $629K | 0.32% | |
| 43 | WITWIPRO LTD | 220,567 | $626K | 0.32% | |
| 44 | RDYDR REDDYS LABS LTD | 44,581 | $625K | 0.32% | |
| 45 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 7,385 | $606K | 0.31% | |
| 46 | JNKSPDR SERIES TRUST | 5,494 | $534K | 0.27% | |
| 47 | XOMEXXON MOBIL CORP | 4,363 | $525K | 0.27% | |
| 48 | JPMJPMORGAN CHASE & CO. | 1,508 | $483K | 0.25% | |
| 49 | SESEA LTD | 3,374 | $430K | 0.22% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 845 | $424K | 0.22% | |
| 51 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,389 | $422K | 0.22% | |
| 52 | LLYELI LILLY & CO | 388 | $416K | 0.21% | |
| 53 | ITOTISHARES TR | 2,767 | $411K | 0.21% | |
| 54 | BABAALIBABA GROUP HLDG LTD | 2,792 | $409K | 0.21% | |
| 55 | ABBVABBVIE INC | 1,747 | $399K | 0.20% | |
| 56 | JNJJOHNSON & JOHNSON | 1,819 | $376K | 0.19% | |
| 57 | XLKSELECT SECTOR SPDR TR | 2,613 | $376K | 0.19% | |
| 58 | CVXCHEVRON CORP NEW | 2,338 | $356K | 0.18% | |
| 59 | BIDUNBAIDU INC | 2,594 | $338K | 0.17% | |
| 60 | MMM3M CO | 2,053 | $328K | 0.17% | |
| 61 | PDDPDD HOLDINGS INC | 2,891 | $327K | 0.17% | |
| 62 | EPIWISDOMTREE TR | 6,963 | $322K | 0.16% | |
| 63 | KTKT CORP | 16,362 | $310K | 0.16% | |
| 64 | UMCUNITED MICROELECTRONICS CORP SPON | 39,294 | $308K | 0.16% | |
| 65 | TMTOYOTA MOTOR CORP | 1,429 | $305K | 0.16% | |
| 66 | NTESNETEASE INC | 2,113 | $290K | 0.15% | |
| 67 | LRCXLAM RESEARCH CORP | 1,693 | $289K | 0.15% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 7,020 | $281K | 0.14% | |
| 69 | PGPROCTER AND GAMBLE CO | 1,937 | $277K | 0.14% | |
| 70 | WMTWALMART INC | 2,436 | $271K | 0.14% | |
| 71 | TAT&T INC | 10,898 | $267K | 0.14% | |
| 72 | SCHDSCHWAB STRATEGIC TR | 9,359 | $256K | 0.13% | |
| 73 | BXBLACKSTONE INC | 1,622 | $250K | 0.13% | |
| 74 | CDNSCADENCE DESIGN SYSTEM INC | 797 | $249K | 0.13% | |
| 75 | QCOMQUALCOMM INC | 1,430 | $244K | 0.12% | |
| 76 | VVISA INC | 693 | $243K | 0.12% | |
| 77 | MAMASTERCARD INCORPORATED | 421 | $239K | 0.12% | |
| 78 | SNPSSYNOPSYS INC | 507 | $238K | 0.12% | |
| 79 | CSCOCISCO SYS INC | 3,035 | $232K | 0.12% | |
| 80 | SPHDINVESCO EXCH TRADED FD TR II | 4,782 | $229K | 0.12% | |
| 81 | KKRKKR & CO INC | 1,760 | $224K | 0.11% | |
| 82 | HDVISHARES TR | 1,789 | $217K | 0.11% | |
| 83 | APHAMPHENOL CORP NEW | 1,603 | $216K | 0.11% | |
| 84 | APOAPOLLO GLOBAL MGMT INC | 1,461 | $211K | 0.11% | |
| 85 | VYMVANGUARD WHITEHALL FDS | 1,471 | $211K | 0.11% | |
| 86 | OWLBLUE OWL CAPITAL INC | 11,632 | $173K | 0.09% | |
| 87 | OBDCBLUE OWL CAPITAL CORPORATION | 13,473 | $167K | 0.09% | |
| 88 | PSECPROSPECT CAP CORP | 62,717 | $162K | 0.08% | |
| 89 | FSKFS KKR CAP CORP | 10,551 | $156K | 0.08% | |
| 90 | GBDCGOLUB CAP BDC INC | 11,520 | $156K | 0.08% |