Arta Finance Wealth Management

MOUNTAIN VIEW, CAfiles as Arta Finance Wealth Management LLC

$234m in 105 US stocks at the end of 30 June 2026. The top 10 are 52.6% of the money. It changed about 7.7% of the portfolio this quarter.

Value

$234m

Stocks

105

Top 10 share

52.6%

Turnover

7.7%

What changed this quarter

New

Bought for the first time this quarter.

IntelINTC
0.2% of the fund
Seagate Technology HoldingsSTX
0.2% of the fund
Palo Alto NetworksPANW
0.2% of the fund
Vanguard Index FDSVOO
0.1% of the fund
IsharesEWY
0.1% of the fund
AmphenolAPH
0.1% of the fund
Franklin Templeton ETF TRFLIN
0.1% of the fund
Abbott LaboratoriesABT
0.1% of the fund
VisaV
0.1% of the fund
Schwab Strategic TRSCHF
0.1% of the fund
CaterpillarCAT
0.1% of the fund
Ishares TRIAGG
<0.1% of the fund
General ElectricGE
<0.1% of the fund
Morgan StanleyMS
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
8.0% of the fund
+8%
Select Sector Spdr TRXLP
5.4% of the fund
+7%
AppleAAPL
4.4% of the fund
+6%
AlphabetGOOG
4.3% of the fund
+23%
Meta PlatformsMETA
3.8% of the fund
+22%
MicrosoftMSFT
3.8% of the fund
+21%
Amazon.comAMZN
3.7% of the fund
+4%
Vanguard Tax-Managed FDSVEA
3.0% of the fund
+8%
Vanguard Charlotte FDSBNDX
2.2% of the fund
+11%
NvidiaNVDA
2.1% of the fund
+14%
Select Sector Spdr TRXLU
2.0% of the fund
+15%
TeslaTSLA
1.9% of the fund
+26%
Vanguard BD Index FDSBND
1.8% of the fund
+12%
Vanguard Intl Equity Index FVWO
1.6% of the fund
+9%
Select Sector Spdr TRXLE
1.3% of the fund
+35%
AlphabetGOOGL
1.2% of the fund
+11%
Select Sector Spdr TRXLC
0.9% of the fund
+31%
Etfs Gold TRSGOL
0.8% of the fund
+2%
Abrdn Silver ETF TrustSIVR
0.7% of the fund
+5%
AdobeADBE
0.7% of the fund
+62%
SalesforceCRM
0.7% of the fund
+47%
Intuitive SurgicalISRG
0.6% of the fund
+67%
Palantir TechnologiesPLTR
0.6% of the fund
+36%
SymboticSYM
0.6% of the fund
+48%
Ishares TRTIP
0.5% of the fund
+7%

Cut

Sold some of their stake.

Spdr Series TrustBIL
6.7% of the fund
-9%
Wisdomtree TRUSFR
6.3% of the fund
-7%
Proshares TRSSO
5.2% of the fund
-3%
Ishares TRTFLO
4.7% of the fund
-6%
Select Sector Spdr TRXLV
3.9% of the fund
-2%
Advanced Micro DevicesAMD
1.0% of the fund
-29%
Marvell TechnologyMRVL
0.8% of the fund
-56%
TwilioTWLO
0.5% of the fund
-26%
OracleORCL
0.4% of the fund
-7%
Micron TechnologyMU
0.3% of the fund
-4%
Taiwan Semiconductor ManufacturingTSM
0.2% of the fund
-16%
Icici BankIBN
0.2% of the fund
-8%
MakeMyTripMMYT
0.2% of the fund
-18%
WiproWIT
0.2% of the fund
-3%
DR Reddys LaboratoriesRDY
0.2% of the fund
-5%
3MMMM
0.2% of the fund
-4%
SeaSE
0.2% of the fund
-7%
Vanguard Intl Equity Index FVGK
0.2% of the fund
-3%
Vanguard Whitehall FDSVYM
0.1% of the fund
-6%
United MicroelectronicsUMC
0.1% of the fund
-62%
IsharesEWT
0.1% of the fund
-12%
Netease.comNTES
0.1% of the fund
-7%
Wisdomtree TREPI
0.1% of the fund
-3%

Sold out

Sold their entire stake.

NetflixNFLX
-100%
Select Sector Spdr TRXLI
-100%
Costco WholesaleCOST
-100%
MastercardMA
-100%
MckessonMCK
-100%

Holdings

Vanguard Index FDSVTI
Share
8.0%
Value
$19m
Shares
50,481
+8%
Spdr Series TrustBIL
Share
6.7%
Value
$16m
Shares
171,979
-9%
Wisdomtree TRUSFR
Share
6.3%
Value
$15m
Shares
292,338
-7%
Select Sector Spdr TRXLP
Share
5.4%
Value
$13m
Shares
152,908
+7%
Proshares TRSSO
Share
5.2%
Value
$12m
Shares
179,193
-3%
Ishares TRTFLO
Share
4.7%
Value
$11m
Shares
216,130
-6%
AppleAAPL
Share
4.4%
Value
$10m
Shares
35,197
+6%
AlphabetGOOG
Share
4.3%
Value
$10m
Shares
28,265
+23%
Select Sector Spdr TRXLV
Share
3.9%
Value
$9m
Shares
57,207
-2%
Meta PlatformsMETA
Share
3.8%
Value
$9m
Shares
15,863
+22%
MicrosoftMSFT
Share
3.8%
Value
$9m
Shares
23,811
+21%
Amazon.comAMZN
Share
3.7%
Value
$9m
Shares
36,114
+4%
Vanguard Tax-Managed FDSVEA
Share
3.0%
Value
$7m
Shares
98,564
+8%
Vanguard Charlotte FDSBNDX
Share
2.2%
Value
$5m
Shares
106,552
+11%
NvidiaNVDA
Share
2.1%
Value
$5m
Shares
25,056
+14%
Select Sector Spdr TRXLU
Share
2.0%
Value
$5m
Shares
101,541
+15%
TeslaTSLA
Share
1.9%
Value
$5m
Shares
10,771
+26%
Vanguard BD Index FDSBND
Share
1.8%
Value
$4m
Shares
57,251
+12%
Vanguard Intl Equity Index FVWO
Share
1.6%
Value
$4m
Shares
62,985
+9%
Select Sector Spdr TRXLE
Share
1.3%
Value
$3m
Shares
56,521
+35%
AlphabetGOOGL
Share
1.2%
Value
$3m
Shares
7,636
+11%
Advanced Micro DevicesAMD
Share
1.0%
Value
$2m
Shares
3,988
-29%
Select Sector Spdr TRXLC
Share
0.9%
Value
$2m
Shares
20,577
+31%
Marvell TechnologyMRVL
Share
0.8%
Value
$2m
Shares
6,277
-56%
Ishares Gold TRIAU
Share
0.8%
Value
$2m
Shares
23,852
Held
Etfs Gold TRSGOL
Share
0.8%
Value
$2m
Shares
46,117
+2%
Abrdn Silver ETF TrustSIVR
Share
0.7%
Value
$2m
Shares
30,582
+5%
AdobeADBE
Share
0.7%
Value
$2m
Shares
7,861
+62%
SalesforceCRM
Share
0.7%
Value
$2m
Shares
10,254
+47%
Intuitive SurgicalISRG
Share
0.6%
Value
$1m
Shares
3,736
+67%
Palantir TechnologiesPLTR
Share
0.6%
Value
$1m
Shares
12,093
+36%
SymboticSYM
Share
0.6%
Value
$1m
Shares
29,219
+48%
TwilioTWLO
Share
0.5%
Value
$1m
Shares
5,744
-26%
Ishares TRTIP
Share
0.5%
Value
$1m
Shares
10,921
+7%
Global X FDSBOTZ
Share
0.5%
Value
$1m
Shares
30,786
+11%
BroadcomAVGO
Share
0.5%
Value
$1m
Shares
2,839
+6%
OracleORCL
Share
0.4%
Value
$1m
Shares
7,098
-7%
Vanguard Scottsdale FDSVCIT
Share
0.3%
Value
$803,671
Shares
9,763
+12%
Applied MaterialsAMAT
Share
0.3%
Value
$798,192
Shares
1,104
+25%
Schwab Strategic TRSCHP
Share
0.3%
Value
$782,655
Shares
29,783
+10%
Lam ResearchLRCX
Share
0.3%
Value
$779,127
Shares
1,798
Held
Ishares TRITOT
Share
0.3%
Value
$777,818
Shares
4,735
+24%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$750,730
Shares
5,491
+11%
Micron TechnologyMU
Share
0.3%
Value
$665,923
Shares
577
-4%
Spdr Series TrustJNK
Share
0.3%
Value
$660,524
Shares
6,892
Held
Cadence Design SystemsCDNS
Share
0.2%
Value
$581,371
Shares
1,549
+31%
Select Sector Spdr TRXLK
Share
0.2%
Value
$579,752
Shares
3,043
+5%
Johnson & JohnsonJNJ
Share
0.2%
Value
$575,750
Shares
2,267
+6%
ChevronCVX
Share
0.2%
Value
$569,883
Shares
3,438
+17%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$562,100
Shares
1,177
-16%
Icici BankIBN
Share
0.2%
Value
$561,295
Shares
19,335
-8%
AbbVieABBV
Share
0.2%
Value
$551,343
Shares
2,191
Held
MakeMyTripMMYT
Share
0.2%
Value
$548,461
Shares
10,292
-18%
WiproWIT
Share
0.2%
Value
$547,675
Shares
243,411
-3%
HDFC BankHDB
Share
0.2%
Value
$538,478
Shares
20,847
+4%
InfosysINFY
Share
0.2%
Value
$537,529
Shares
51,242
+23%
DR Reddys LaboratoriesRDY
Share
0.2%
Value
$531,160
Shares
36,657
-5%
3MMMM
Share
0.2%
Value
$527,665
Shares
3,259
-4%
Eli LillyLLY
Share
0.2%
Value
$526,550
Shares
439
+8%
SynopsysSNPS
Share
0.2%
Value
$514,765
Shares
1,154
+71%
Procter & GamblePG
Share
0.2%
Value
$505,468
Shares
3,447
+19%
IntelINTC
Share
0.2%
Value
$477,116
Shares
3,417
New
Lattice SemiconductorLSCC
Share
0.2%
Value
$459,798
Shares
3,006
+27%
QualcommQCOM
Share
0.2%
Value
$451,812
Shares
2,445
+19%
Verizon CommunicationsVZ
Share
0.2%
Value
$434,705
Shares
10,267
+13%
Seagate Technology HoldingsSTX
Share
0.2%
Value
$412,055
Shares
427
New
Berkshire HathawayBRK-B
Share
0.2%
Value
$402,314
Shares
804
+45%
SeaSE
Share
0.2%
Value
$394,340
Shares
4,115
-7%
Schwab Strategic TRSCHD
Share
0.2%
Value
$392,031
Shares
12,363
+4%
Cisco SystemsCSCO
Share
0.2%
Value
$379,854
Shares
3,246
+4%
JPMorgan ChaseJPM
Share
0.2%
Value
$378,000
Shares
1,160
+21%
Palo Alto NetworksPANW
Share
0.2%
Value
$366,596
Shares
1,075
New
Vanguard Intl Equity Index FVGK
Share
0.2%
Value
$359,118
Shares
4,056
-3%
Alibaba Group HldgBABA
Share
0.2%
Value
$352,439
Shares
3,672
+21%
Invesco Exch Traded FD TR IISPHD
Share
0.2%
Value
$351,609
Shares
6,916
Held
AT&TT
Share
0.1%
Value
$349,168
Shares
16,868
Held
Ishares TRHDV
Share
0.1%
Value
$341,611
Shares
12,463
Held
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$329,018
Shares
2,082
-6%
United MicroelectronicsUMC
Share
0.1%
Value
$325,676
Shares
11,969
-62%
IsharesEWT
Share
0.1%
Value
$323,549
Shares
2,979
-12%
Franklin Templeton ETF TRFLJP
Share
0.1%
Value
$308,897
Shares
7,771
+20%
Ishares TRMCHI
Share
0.1%
Value
$308,599
Shares
6,048
+39%
BaiduBIDU
Share
0.1%
Value
$304,011
Shares
2,660
+4%
PDD HoldingsPDD
Share
0.1%
Value
$290,703
Shares
3,811
+28%
Netease.comNTES
Share
0.1%
Value
$286,521
Shares
2,236
-7%
Vanguard Index FDSVOO
Share
0.1%
Value
$286,400
Shares
417
New
LindeLIN
Share
0.1%
Value
$282,303
Shares
544
+19%
IsharesEWY
Share
0.1%
Value
$279,833
Shares
1,386
New
WalmartWMT
Share
0.1%
Value
$277,600
Shares
2,451
Held
AmphenolAPH
Share
0.1%
Value
$272,414
Shares
1,545
New
KTKT
Share
0.1%
Value
$270,691
Shares
15,665
+19%
Franklin Templeton ETF TRFLIN
Share
0.1%
Value
$267,771
Shares
7,528
New
Toyota MotorTM
Share
0.1%
Value
$265,262
Shares
1,575
+23%
Abbott LaboratoriesABT
Share
0.1%
Value
$260,061
Shares
2,866
New
MerckMRK
Share
0.1%
Value
$255,586
Shares
1,989
+2%
VisaV
Share
0.1%
Value
$254,916
Shares
743
New
Wisdomtree TREPI
Share
0.1%
Value
$248,851
Shares
5,817
-3%
Schwab Strategic TRSCHF
Share
0.1%
Value
$248,303
Shares
8,964
New
CaterpillarCAT
Share
0.1%
Value
$248,122
Shares
233
New
United Parcel ServiceUPS
Share
<0.1%
Value
$230,050
Shares
2,140
+4%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	8.0%	$19m	50,481	+8%
Spdr Series TrustBIL	6.7%	$16m	171,979	-9%
Wisdomtree TRUSFR	6.3%	$15m	292,338	-7%
Select Sector Spdr TRXLP	5.4%	$13m	152,908	+7%
Proshares TRSSO	5.2%	$12m	179,193	-3%
Ishares TRTFLO	4.7%	$11m	216,130	-6%
AppleAAPL	4.4%	$10m	35,197	+6%
AlphabetGOOG	4.3%	$10m	28,265	+23%
Select Sector Spdr TRXLV	3.9%	$9m	57,207	-2%
Meta PlatformsMETA	3.8%	$9m	15,863	+22%
MicrosoftMSFT	3.8%	$9m	23,811	+21%
Amazon.comAMZN	3.7%	$9m	36,114	+4%
Vanguard Tax-Managed FDSVEA	3.0%	$7m	98,564	+8%
Vanguard Charlotte FDSBNDX	2.2%	$5m	106,552	+11%
NvidiaNVDA	2.1%	$5m	25,056	+14%
Select Sector Spdr TRXLU	2.0%	$5m	101,541	+15%
TeslaTSLA	1.9%	$5m	10,771	+26%
Vanguard BD Index FDSBND	1.8%	$4m	57,251	+12%
Vanguard Intl Equity Index FVWO	1.6%	$4m	62,985	+9%
Select Sector Spdr TRXLE	1.3%	$3m	56,521	+35%
AlphabetGOOGL	1.2%	$3m	7,636	+11%
Advanced Micro DevicesAMD	1.0%	$2m	3,988	-29%
Select Sector Spdr TRXLC	0.9%	$2m	20,577	+31%
Marvell TechnologyMRVL	0.8%	$2m	6,277	-56%
Ishares Gold TRIAU	0.8%	$2m	23,852	Held
Etfs Gold TRSGOL	0.8%	$2m	46,117	+2%
Abrdn Silver ETF TrustSIVR	0.7%	$2m	30,582	+5%
AdobeADBE	0.7%	$2m	7,861	+62%
SalesforceCRM	0.7%	$2m	10,254	+47%
Intuitive SurgicalISRG	0.6%	$1m	3,736	+67%
Palantir TechnologiesPLTR	0.6%	$1m	12,093	+36%
SymboticSYM	0.6%	$1m	29,219	+48%
TwilioTWLO	0.5%	$1m	5,744	-26%
Ishares TRTIP	0.5%	$1m	10,921	+7%
Global X FDSBOTZ	0.5%	$1m	30,786	+11%
BroadcomAVGO	0.5%	$1m	2,839	+6%
OracleORCL	0.4%	$1m	7,098	-7%
Vanguard Scottsdale FDSVCIT	0.3%	$803,671	9,763	+12%
Applied MaterialsAMAT	0.3%	$798,192	1,104	+25%
Schwab Strategic TRSCHP	0.3%	$782,655	29,783	+10%
Lam ResearchLRCX	0.3%	$779,127	1,798	Held
Ishares TRITOT	0.3%	$777,818	4,735	+24%
ExxonMobil HoldingsXOM	0.3%	$750,730	5,491	+11%
Micron TechnologyMU	0.3%	$665,923	577	-4%
Spdr Series TrustJNK	0.3%	$660,524	6,892	Held
Cadence Design SystemsCDNS	0.2%	$581,371	1,549	+31%
Select Sector Spdr TRXLK	0.2%	$579,752	3,043	+5%
Johnson & JohnsonJNJ	0.2%	$575,750	2,267	+6%
ChevronCVX	0.2%	$569,883	3,438	+17%
Taiwan Semiconductor ManufacturingTSM	0.2%	$562,100	1,177	-16%
Icici BankIBN	0.2%	$561,295	19,335	-8%
AbbVieABBV	0.2%	$551,343	2,191	Held
MakeMyTripMMYT	0.2%	$548,461	10,292	-18%
WiproWIT	0.2%	$547,675	243,411	-3%
HDFC BankHDB	0.2%	$538,478	20,847	+4%
InfosysINFY	0.2%	$537,529	51,242	+23%
DR Reddys LaboratoriesRDY	0.2%	$531,160	36,657	-5%
3MMMM	0.2%	$527,665	3,259	-4%
Eli LillyLLY	0.2%	$526,550	439	+8%
SynopsysSNPS	0.2%	$514,765	1,154	+71%
Procter & GamblePG	0.2%	$505,468	3,447	+19%
IntelINTC	0.2%	$477,116	3,417	New
Lattice SemiconductorLSCC	0.2%	$459,798	3,006	+27%
QualcommQCOM	0.2%	$451,812	2,445	+19%
Verizon CommunicationsVZ	0.2%	$434,705	10,267	+13%
Seagate Technology HoldingsSTX	0.2%	$412,055	427	New
Berkshire HathawayBRK-B	0.2%	$402,314	804	+45%
SeaSE	0.2%	$394,340	4,115	-7%
Schwab Strategic TRSCHD	0.2%	$392,031	12,363	+4%
Cisco SystemsCSCO	0.2%	$379,854	3,246	+4%
JPMorgan ChaseJPM	0.2%	$378,000	1,160	+21%
Palo Alto NetworksPANW	0.2%	$366,596	1,075	New
Vanguard Intl Equity Index FVGK	0.2%	$359,118	4,056	-3%
Alibaba Group HldgBABA	0.2%	$352,439	3,672	+21%
Invesco Exch Traded FD TR IISPHD	0.2%	$351,609	6,916	Held
AT&TT	0.1%	$349,168	16,868	Held
Ishares TRHDV	0.1%	$341,611	12,463	Held
Vanguard Whitehall FDSVYM	0.1%	$329,018	2,082	-6%
United MicroelectronicsUMC	0.1%	$325,676	11,969	-62%
IsharesEWT	0.1%	$323,549	2,979	-12%
Franklin Templeton ETF TRFLJP	0.1%	$308,897	7,771	+20%
Ishares TRMCHI	0.1%	$308,599	6,048	+39%
BaiduBIDU	0.1%	$304,011	2,660	+4%
PDD HoldingsPDD	0.1%	$290,703	3,811	+28%
Netease.comNTES	0.1%	$286,521	2,236	-7%
Vanguard Index FDSVOO	0.1%	$286,400	417	New
LindeLIN	0.1%	$282,303	544	+19%
IsharesEWY	0.1%	$279,833	1,386	New
WalmartWMT	0.1%	$277,600	2,451	Held
AmphenolAPH	0.1%	$272,414	1,545	New
KTKT	0.1%	$270,691	15,665	+19%
Franklin Templeton ETF TRFLIN	0.1%	$267,771	7,528	New
Toyota MotorTM	0.1%	$265,262	1,575	+23%
Abbott LaboratoriesABT	0.1%	$260,061	2,866	New
MerckMRK	0.1%	$255,586	1,989	+2%
VisaV	0.1%	$254,916	743	New
Wisdomtree TREPI	0.1%	$248,851	5,817	-3%
Schwab Strategic TRSCHF	0.1%	$248,303	8,964	New
CaterpillarCAT	0.1%	$248,122	233	New
United Parcel ServiceUPS	<0.1%	$230,050	2,140	+4%

Showing the largest 100 of 105.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 19.2% since 31 December 2025.

Where the money is

Technology18.7%

Media & telecom9.7%

Retail & consumer5.7%

Health care1.8%

Industrials1.4%

Financial services1.0%

Energy0.6%

Everyday goods0.3%

Materials0.1%

Other60.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.