Institutional Manager · CIK 0002099257
Arta Finance Wealth Management LLC
MOUNTAIN VIEW, CA · File #028-25930
Latest AUM
$196.0M
Positions
90
Top-10 Concentration
60.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78468R663 | 187,743 | $17.2M | 9.28% |
| 2 | ISHARES TR | 46434V860 | 276,062 | $13.9M | 7.54% |
| 3 | WISDOMTREE TR | WT | 266,868 | $13.4M | 7.26% |
| 4 | VANGUARD INDEX FDS | 922908769 | 39,820 | $13.4M | 7.22% |
| 5 | SELECT SECTOR SPDR TR | 81369Y308 | 139,831 | $10.9M | 5.88% |
| 6 | APPLE INC | AAPL | 33,762 | $9.2M | 4.97% |
| 7 | MICROSOFT CORP | MSFT | 18,089 | $8.7M | 4.73% |
| 8 | SELECT SECTOR SPDR TR | 81369Y209 | 56,500 | $8.7M | 4.73% |
| 9 | PROSHARES TR | 74347R107 | 146,602 | $8.5M | 4.59% |
| 10 | META PLATFORMS INC | META | 12,555 | $8.3M | 4.48% |
| 11 | AMAZON COM INC | AMZN | 32,211 | $7.4M | 4.02% |
| 12 | ALPHABET INC | GOOG | 21,642 | $6.8M | 3.67% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 82,749 | $5.2M | 2.80% |
| 14 | VANGUARD CHARLOTTE FDS | 92203J407 | 84,409 | $4.1M | 2.21% |
| 15 | NVIDIA CORPORATION | NVDA | 21,283 | $4.0M | 2.15% |
| 16 | SELECT SECTOR SPDR TR | 81369Y886 | 85,502 | $3.7M | 1.97% |
| 17 | VANGUARD BD INDEX FDS | 921937835 | 47,791 | $3.5M | 1.91% |
| 18 | TESLA INC | TSLA | 7,780 | $3.5M | 1.89% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042858 | 51,402 | $2.8M | 1.49% |
| 20 | SELECT SECTOR SPDR TR | 81369Y506 | 49,363 | $2.2M | 1.19% |