Arta Finance Wealth Management LLC

CIK 0002099257 • 3 13F filings • Jan 20, 2026 – Aug 13, 2026

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Filer information

Filed by: Arta Finance Wealth Management LLC, Financial Operations
Address: 153 CASTRO ST, STE 200, MOUNTAIN VIEW, CA, 94041
Phone: (650) 318 - 3898
AUM: $196.0M

AUM over time

$233.7M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $196.0M89 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$329K	0.2%Prev: 0.2%	2,053 SH	Decreased-1,206 SH
ABBVIE INC	COM	$399K	0.2%Prev: 0.2%	1,747 SH	Decreased-444 SH
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.5M	0.8%Prev: 0.7%	21,886 SH	Decreased-8,696 SH
ADOBE INC	COM	$1.3M	0.7%Prev: 0.7%	3,766 SH	Decreased-4,095 SH
ADVANCED MICRO DEVICES INC	COM	$939K	0.5%Prev: 1.0%	4,384 SH	Decreased+396 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$409K	0.2%Prev: 0.2%	2,792 SH	Increased-880 SH
ALPHABET INC	CAP STK CL A	$2.1M	1.1%Prev: 1.2%	6,683 SH	Decreased-953 SH
ALPHABET INC	CAP STK CL C	$6.8M	3.5%Prev: 4.3%	21,642 SH	Decreased-6,623 SH
AMAZON COM INC	COM	$7.4M	3.8%Prev: 3.7%	32,211 SH	Decreased-3,903 SH
AMPHENOL CORP NEW	CL A	$217K	0.1%	1,603 SH	New
APOLLO GLOBAL MGMT INC	COM	$211K	0.1%	1,461 SH	New
APPLE INC	COM	$9.2M	4.7%Prev: 4.4%	33,762 SH	Decreased-1,435 SH
AT&T INC	COM	$268K	0.1%Prev: 0.1%	10,898 SH	Decreased-5,970 SH
BAIDU INC	SPON ADR REP A	$339K	0.2%Prev: 0.1%	2,594 SH	Increased-66 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$425K	0.2%Prev: 0.2%	845 SH	Increased+41 SH
BLACKSTONE INC	COM	$250K	0.1%	1,622 SH	New
BLUE OWL CAPITAL CORPORATION	COM	$167K	0.1%	13,473 SH	New
BLUE OWL CAPITAL INC	COM CL A	$174K	0.1%	11,632 SH	New
BROADCOM INC	COM	$902K	0.5%Prev: 0.5%	2,607 SH	Decreased-232 SH
CADENCE DESIGN SYSTEM INC	COM	$249K	0.1%Prev: 0.2%	797 SH	Decreased-752 SH
CHEVRON CORP NEW	COM	$356K	0.2%	2,338 SH	New
CISCO SYS INC	COM	$233K	0.1%Prev: 0.2%	3,035 SH	Decreased-211 SH
DR REDDYS LABS LTD	ADR	$626K	0.3%Prev: 0.2%	44,581 SH	Increased+7,924 SH
ELI LILLY & CO	COM	$417K	0.2%Prev: 0.2%	388 SH	Decreased-51 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$1.4M	0.7%Prev: 0.8%	33,175 SH	Decreased-12,942 SH
EXXON MOBIL CORP	COM	$525K	0.3%Prev: 0.3%	4,363 SH	Decreased-1,128 SH
FS KKR CAP CORP	COM	$156K	0.1%	10,551 SH	New
GLOBAL X FDS	RBTCS ARTFL INTE	$1.1M	0.6%Prev: 0.5%	30,077 SH	Decreased-709 SH
GOLUB CAP BDC INC	COM	$156K	0.1%	11,520 SH	New
HDFC BANK LTD	SPONSORED ADS	$629K	0.3%Prev: 0.2%	17,227 SH	Increased-3,620 SH
ICICI BANK LIMITED	ADR	$648K	0.3%Prev: 0.2%	21,743 SH	Increased+2,408 SH
INFOSYS LTD	SPONSORED ADR	$631K	0.3%Prev: 0.2%	35,429 SH	Increased-15,813 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.6%Prev: 0.6%	2,015 SH	Decreased-1,721 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$230K	0.1%Prev: 0.2%	4,782 SH	Decreased-2,134 SH
ISHARES GOLD TR	ISHARES NEW	$1.4M	0.7%Prev: 0.8%	17,194 SH	Decreased-6,658 SH
ISHARES TR	CORE HIGH DV ETF	$218K	0.1%Prev: 0.1%	1,789 SH	Decreased-10,674 SH
ISHARES TR	CORE S&P TTL STK	$411K	0.2%Prev: 0.3%	2,767 SH	Decreased-1,968 SH
ISHARES TR	TIPS BD ETF	$707K	0.4%Prev: 0.5%	6,434 SH	Decreased-4,487 SH
ISHARES TR	TRS FLT RT BD	$13.9M	7.1%Prev: 4.7%	276,062 SH	Increased+59,932 SH
JOHNSON & JOHNSON	COM	$376K	0.2%Prev: 0.2%	1,819 SH	Decreased-448 SH
JPMORGAN CHASE & CO.	COM	$484K	0.2%	1,508 SH	New
KKR & CO INC	COM	$224K	0.1%	1,760 SH	New
KT CORP	SPONSORED ADR	$310K	0.2%Prev: 0.1%	16,362 SH	Increased+697 SH
LAM RESEARCH CORP	COM NEW	$290K	0.1%Prev: 0.3%	1,693 SH	Decreased-105 SH
MAKEMYTRIP LIMITED MAURITIUS	SHS	$606K	0.3%Prev: 0.2%	7,385 SH	Increased-2,907 SH
MARVELL TECHNOLOGY INC	COM	$1.3M	0.7%Prev: 0.8%	15,632 SH	Decreased+9,355 SH
MASTERCARD INCORPORATED	CL A	$240K	0.1%	421 SH	New
META PLATFORMS INC	CL A	$8.3M	4.2%Prev: 3.8%	12,555 SH	Decreased-3,308 SH
MICROSOFT CORP	COM	$8.7M	4.5%Prev: 3.8%	18,089 SH	Decreased-5,722 SH
NETEASE INC	SPONSORED ADS	$291K	0.1%	2,113 SH	New
NVIDIA CORPORATION	COM	$4.0M	2.0%Prev: 2.1%	21,283 SH	Decreased-3,773 SH
ORACLE CORP	COM	$1.5M	0.8%Prev: 0.4%	7,643 SH	Increased+545 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.5M	0.8%Prev: 0.6%	8,518 SH	Increased-3,575 SH
PDD HOLDINGS INC	SPONSORED ADS	$328K	0.2%Prev: 0.1%	2,891 SH	Increased-920 SH
PROCTER AND GAMBLE CO	COM	$278K	0.1%	1,937 SH	New
PROSHARES TR	PSHS ULT S&P 500	$8.5M	4.3%Prev: 5.2%	146,602 SH	Decreased-32,591 SH
PROSPECT CAP CORP	COM	$162K	0.1%Prev: 0.0%	62,717 SH	Increased+35,111 SH
QUALCOMM INC	COM	$245K	0.1%Prev: 0.2%	1,430 SH	Decreased-1,015 SH
SALESFORCE INC	COM	$1.4M	0.7%Prev: 0.7%	5,312 SH	Decreased-4,942 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$257K	0.1%Prev: 0.2%	9,359 SH	Decreased-3,004 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$705K	0.4%Prev: 0.3%	26,606 SH	Decreased-3,177 SH
SEA LTD	SPONSORD ADS	$430K	0.2%Prev: 0.2%	3,374 SH	Increased-741 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$1.5M	0.8%	12,565 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$10.9M	5.5%	139,831 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.2M	1.1%	49,363 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$8.7M	4.5%	56,500 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$376K	0.2%	2,613 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$3.7M	1.9%	85,502 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$17.7M	9.0%	193,237 SH	New
SYMBOTIC INC	CLASS A COM	$1.1M	0.6%Prev: 0.6%	18,945 SH	Decreased-10,274 SH
SYNOPSYS INC	COM	$238K	0.1%Prev: 0.2%	507 SH	Decreased-647 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$422K	0.2%	1,389 SH	New
TESLA INC	COM	$3.5M	1.8%Prev: 1.9%	7,780 SH	Decreased-2,991 SH
TOYOTA MOTOR CORP	ADS	$306K	0.2%Prev: 0.1%	1,429 SH	Increased-146 SH
TWILIO INC	CL A	$1.2M	0.6%Prev: 0.5%	8,455 SH	Increased+2,711 SH
UNITED MICROELECTRONICS CORP SPON	ADR NEW	$309K	0.2%	39,294 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.5M	1.8%Prev: 1.8%	47,791 SH	Decreased-9,460 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.1M	2.1%Prev: 2.2%	84,409 SH	Decreased-22,143 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$13.4M	6.8%Prev: 8.0%	39,820 SH	Decreased-10,661 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.8M	1.4%Prev: 1.6%	51,402 SH	Decreased-11,583 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$730K	0.4%Prev: 0.3%	8,720 SH	Decreased-1,043 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.2M	2.6%Prev: 3.0%	82,749 SH	Decreased-15,815 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$211K	0.1%Prev: 0.1%	1,471 SH	Decreased-611 SH
VERIZON COMMUNICATIONS INC	COM	$281K	0.1%Prev: 0.2%	7,020 SH	Decreased-3,247 SH
VISA INC	COM CL A	$243K	0.1%Prev: 0.1%	693 SH	Decreased-50 SH
WALMART INC	COM	$271K	0.1%Prev: 0.1%	2,436 SH	Decreased-15 SH
WIPRO LTD	SPON ADR 1 SH	$626K	0.3%Prev: 0.2%	220,567 SH	Increased-22,844 SH
WISDOMTREE TR	FLOATNG RAT TREA	$13.4M	6.9%Prev: 6.3%	266,868 SH	Decreased-25,470 SH
WISDOMTREE TR	INDIA ERNGS FD	$322K	0.2%Prev: 0.1%	6,963 SH	Increased+1,146 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $260K
AMPHENOL CORP — $272K
APPLIED MATLS INC — $798K
ASML HLDG NV — $211K
CATERPILLAR INC — $248K
CHEVRON CORPORATION — $570K
FRANKLIN TEMPLETON ETF TR — $268K
FRANKLIN TEMPLETON ETF TR — $309K
GE AEROSPACE — $221K
INTEL CORP — $477K
ISHARES INC — $280K
ISHARES INC — $324K
ISHARES TR — $223K
ISHARES TR — $309K
JPMORGAN CHASE & CO — $378K
LATTICE SEMICONDUCTOR CORP — $460K
LINDE PLC — $282K
MERCK & CO INC — $256K
MICRON TECHNOLOGY INC — $666K
MORGAN STANLEY — $212K
… and 18 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0002099257-26-000001	$196.0M	View
Aug 13, 2026	Q2 2026	13F-HR	0002099257-26-000003	$233.7M	View
Apr 20, 2026	Q1 2026