Arta Finance Wealth Management LLC holds a focused book of 105 stocks worth $233.7M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Intel Corp and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is Vanguard Total Stock MKT ETF at 8% of the equity book.
Arta Finance Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Arta Finance Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 9 / 80 | $242.7M |
| Howard Hughes Medical Institute | 19 / 80 | $406.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 22 / 80 | $281.8M |
| Draper Asset Management, LLC | 9 / 80 | $172.3M |
| Oriental Harbor Investment Master Fund | 10 / 80 | $1.4B |
| H&H International Investment, LLC | 9 / 80 | $16.9B |
| Hoey Investments, Inc | 49 / 80 | $629.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Arta Finance Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $18.7M | 50.5K | 8.0% | ▲+7.6% Added · +4K sh | |
| 2 | SPDR Series Trust ST STR BLO 1 ETF | $15.7M | 172.0K | 6.7% | ▼−9.3% Reduced · −18K sh | |
| 3 | Wisdomtree TR FLOATNG RAT TREA | $14.7M | 292.3K | 6.3% | ▼−6.5% Reduced · −21K sh | |
| 4 | Select Sector SPDR TR ST STR STAPL ETF | $12.7M | 152.9K | 5.4% | ▲+6.9% Added · +10K sh | |
| 5 | Proshares TR PSHS ULT S&P 500 | $12.1M | 179.2K | 5.2% | ▼−3.4% Reduced · −6K sh | |
| 6 | Ishares TR TRS FLT RT BD | $10.9M | 216.1K | 4.7% | ▼−5.5% Reduced · −13K sh | |
| 7 | Apple Inc COM | $10.2M | 35.2K | 4.4% | ▲+5.5% Added · +2K sh | |
| 8 | Alphabet Inc CAP STK CL C | $10.0M | 28.3K | 4.3% | ▲+23% Added · +5K sh | |
| 9 | Select Sector SPDR TR ST STR CARE ETF | $9.1M | 57.2K | 3.9% | ▼−2.2% Reduced · −1K sh | |
| 10 | Meta Platforms Inc CL A | $8.9M | 15.9K | 3.8% | ▲+22% Added · +3K sh | |
| 11 | Microsoft Corp COM | $8.9M | 23.8K | 3.8% | ▲+21% Added · +4K sh | |
| 12 | Amazon Com Inc COM | $8.6M | 36.1K | 3.7% | ▲+3.6% Added · +1K sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.0M | 98.6K | 3.0% | ▲+8.3% Added · +8K sh | |
| 14 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.1M | 106.6K | 2.2% | ▲+11% Added · +11K sh | |
| 15 | Nvidia Corporation COM | $5.0M | 25.1K | 2.1% | ▲+14% Added · +3K sh | |
| 16 | Select Sector SPDR TR ST STR UTIL ETF | $4.6M | 101.5K | 2.0% | ▲+15% Added · +13K sh | |
| 17 | Tesla Inc COM | $4.5M | 10.8K | 1.9% | ▲+26% Added · +2K sh | |
| 18 | Vanguard BD Index FDS TOTAL BND MRKT | $4.2M | 57.3K | 1.8% | ▲+12% Added · +6K sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.8M | 63.0K | 1.6% | ▲+8.9% Added · +5K sh | |
| 20 | Select Sector SPDR TR ST STR ENERG ETF | $3.0M | 56.5K | 1.3% | ▲+35% Added · +15K sh | |
| 21 | Alphabet Inc CAP STK CL A | $2.7M | 7.6K | 1.2% | ▲+11% Added · +765 sh | |
| 22 | Advanced Micro Devices Inc COM | $2.3M | 4.0K | 1.0% | ▼−29% Reduced · −2K sh | |
| 23 | Select Sector SPDR TR ST STR SVC ETF | $2.2M | 20.6K | 0.9% | ▲+31% Added · +5K sh | |
| 24 | Marvell Technology Inc COM | $1.9M | 6.3K | 0.8% | ▼−56% Reduced · −8K sh | |
| 25 | Ishares Gold TR ISHARES NEW | $1.8M | 23.9K | 0.8% | ▲+1.8% Added · +412 sh | |
| 26 | Etfs Gold TR PHYSCL GOLD SHS | $1.8M | 46.1K | 0.8% | ▲+2.3% Added · +1K sh | |
| 27 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $1.7M | 30.6K | 0.7% | ▲+4.8% Added · +1K sh | |
| 28 | Adobe Inc COM | $1.6M | 7.9K | 0.7% | ▲+62% Added · +3K sh | |
| 29 | Salesforce Inc COM | $1.6M | 10.3K | 0.7% | ▲+47% Added · +3K sh | |
| 30 | Intuitive Surgical Inc COM NEW | $1.5M | 3.7K | 0.6% | ▲+67% Added · +2K sh | |
| 31 | Palantir Technologies Inc CL A | $1.4M | 12.1K | 0.6% | ▲+36% Added · +3K sh | |
| 32 | Symbotic Inc CLASS A COM | $1.3M | 29.2K | 0.6% | ▲+48% Added · +9K sh | |
| 33 | Twilio Inc CL A | $1.2M | 5.7K | 0.5% | ▼−26% Reduced · −2K sh | |
| 34 | Ishares TR TIPS BD ETF | $1.2M | 10.9K | 0.5% | ▲+7.1% Added · +725 sh | |
| 35 | Global X FDS RBTCS ARTFL INTE | $1.2M | 30.8K | 0.5% | ▲+11% Added · +3K sh | |
| 36 | Broadcom Inc COM | $1.1M | 2.8K | 0.5% | ▲+6.3% Added · +167 sh | |
| 37 | Oracle Corp COM | $1.0M | 7.1K | 0.4% | ▼−6.5% Reduced · −495 sh | |
| 38 | Vanguard Scottsdale FDS INT-TERM CORP | $804K | 9.8K | 0.3% | ▲+12% Added · +1K sh | |
| 39 | Applied Matls Inc COM | $798K | 1.1K | 0.3% | ▲+25% Added · +219 sh | |
| 40 | Schwab Strategic TR US TIPS ETF | $783K | 29.8K | 0.3% | ▲+10.0% Added · +3K sh | |
| 41 | Lam Research Corp COM NEW | $779K | 1.8K | 0.3% | ▲+1.2% Added · +22 sh | |
| 42 | Ishares TR CORE S&P TTL STK | $778K | 4.7K | 0.3% | ▲+24% Added · +916 sh | |
| 43 | Exxon Mobil Corp COM | $751K | 5.5K | 0.3% | ▲+11% Added · +537 sh | |
| 44 | Micron Technology Inc COM | $666K | 577 | 0.3% | ▼−4.2% Reduced · −25 sh | |
| 45 | SPDR Series Trust ST BLOO HIGH ETF | $661K | 6.9K | 0.3% | ▲+0.4% Added · +29 sh | |
| 46 | Cadence Design System Inc COM | $581K | 1.5K | 0.2% | ▲+31% Added · +370 sh | |
| 47 | Select Sector SPDR TR ST STR TECHN ETF | $580K | 3.0K | 0.2% | ▲+5.4% Added · +157 sh | |
| 48 | Johnson & Johnson COM | $576K | 2.3K | 0.2% | ▲+6.2% Added · +132 sh | |
| 49 | Chevron Corporation COM | $570K | 3.4K | 0.2% | ▲+17% Added · +490 sh | |
| 50 | Taiwan Semiconductor Manufac SPONSORED ADS | $562K | 1.2K | 0.2% | ▼−16% Reduced · −223 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2099257/holdings"
Use Arkolith to show Arta Finance Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.