2026 Q1 Portfolio Activity
In 2026 Q1, Arta Finance Wealth Management LLC maintained a portfolio of 104 distinct positions. The most significant new addition was VANGUARD INTL EQUITY INDEX F, now representing 0.17% of the total fund value. They heavily accumulated shares in WISDOMTREE TR, increasing the position by 17.2%.
Position History
hover any row below to update
Loading…
Total Positions
104
Quarter
2026 Q1
Top Holding
BIL (8.6%)
Top 10 Concentration
55.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 104
Arta Finance Wealth Management LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BIL
SPDR SERIES TRU...
|
ETF | 8.56% | 8.75% |
#1
Prev: #1
|
5.9 |
—
|
1,882 | 1.0% |
P
S
|
189,625 | $17,327,241 |
$90.34
+1.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
USFR
WISDOMTREE TR
|
ETF | 7.78% | 6.85% |
#2
1
Prev: #3
|
6.6 |
—
|
45,975 | 17.2% |
P
S
|
312,843 | $15,748,517 |
$49.79
+1.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 7.43% | 6.81% |
#3
1
Prev: #4
|
6.0 |
—
|
7,088 | 17.8% |
P
S
|
46,908 | $15,048,555 |
$332.20
+11.2%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
XLP
SELECT SECTOR S...
|
Unknown | 5.79% | 5.54% |
#4
1
Prev: #5
|
3.3 |
—
|
3,142 | 2.2% |
P
S
|
142,973 | $11,720,927 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TFLO
ISHARES TR
|
ETF | 5.71% | 7.11% |
#5
3
Prev: #2
|
3.3 |
—
|
-47,282 | -17.1% |
P
S
|
228,780 | $11,548,463 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SSO
PROSHARES TR
|
ETF | 4.76% | 4.33% |
#6
3
Prev: #9
|
4.4 |
—
|
38,926 | 26.6% |
P
S
|
185,528 | $9,625,193 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 4.24% | 4.46% |
#7
1
Prev: #8
|
2.2 |
—
|
2,001 | 3.5% |
P
S
|
58,501 | $8,576,832 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
APPLE INC
|
Technology | 4.18% | 4.68% |
#8
2
Prev: #6
|
2.2 |
—
|
-400 | -1.2% |
P
S
|
33,362 | $8,466,942 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.69% | 4.23% |
#9
1
Prev: #10
|
2.0 |
—
|
495 | 3.9% |
P
S
|
13,050 | $7,466,296 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.59% | 4.46% |
#10
3
Prev: #7
|
3.4 |
—
|
1,545 | 8.5% |
P
S
|
19,634 | $7,267,918 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.59% | 3.79% |
#11
Prev: #11
|
3.4 |
—
|
2,646 | 8.2% |
P
S
|
34,857 | $7,259,667 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.25% | 3.46% |
#12
Prev: #12
|
3.3 |
—
|
1,291 | 6.0% |
P
S
|
22,933 | $6,578,560 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.88% | 2.64% |
#13
Prev: #13
|
3.2 |
—
|
8,279 | 10.0% |
P
S
|
91,028 | $5,833,074 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.27% | 2.08% |
#14
Prev: #14
|
2.9 |
—
|
11,264 | 13.3% |
P
S
|
95,673 | $4,586,399 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 2.00% | 1.86% |
#15
1
Prev: #16
|
1.3 |
—
|
2,822 | 3.3% |
P
S
|
88,324 | $4,053,188 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.90% | 2.02% |
#16
1
Prev: #15
|
1.3 |
—
|
773 | 3.6% |
P
S
|
22,056 | $3,846,566 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.85% | 1.81% |
#17
Prev: #17
|
2.7 |
—
|
3,223 | 6.7% |
P
S
|
51,014 | $3,743,917 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.57% | 1.78% |
#18
Prev: #18
|
2.6 |
—
|
791 | 10.2% |
P
S
|
8,571 | $3,186,269 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.54% | 1.41% |
#19
Prev: #19
|
2.6 |
—
|
6,429 | 12.5% |
P
S
|
57,831 | $3,125,766 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.27% | 1.13% |
#20
Prev: #20
|
1.0 |
—
|
-7,538 | -15.3% |
P
S
|
41,825 | $2,562,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 1.03% | 0.76% |
#21
3
Prev: #24
|
2.9 |
—
|
7,300 | 33.4% |
P
S
|
29,186 | $2,090,009 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.02% | 0.71% |
#22
5
Prev: #27
|
2.9 |
—
|
6,246 | 36.3% |
P
S
|
23,440 | $2,066,470 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.99% | 0.70% |
#23
5
Prev: #28
|
2.9 |
—
|
11,924 | 35.9% |
P
S
|
45,099 | $2,012,317 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.98% | 1.07% |
#24
3
Prev: #21
|
0.9 |
—
|
188 | 2.8% |
P
S
|
6,871 | $1,975,825 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.86% | 0.75% |
#25
Prev: #25
|
2.8 |
—
|
3,202 | 25.5% |
P
S
|
15,767 | $1,747,930 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.70% | 0.68% |
#26
3
Prev: #29
|
0.8 |
—
|
-1,286 | -8.2% |
P
S
|
14,346 | $1,420,971 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.64% | 0.77% |
#27
5
Prev: #22
|
0.8 |
—
|
376 | 4.4% |
P
S
|
8,894 | $1,301,014 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.64% | 0.72% |
#28
2
Prev: #26
|
2.8 |
—
|
1,656 | 31.2% |
P
S
|
6,968 | $1,300,717 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ADBE
ADOBE INC
|
Technology | 0.58% | 0.67% |
#29
1
Prev: #30
|
2.7 |
—
|
1,088 | 28.9% |
P
S
|
4,854 | $1,179,910 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.56% | 0.48% |
#30
5
Prev: #35
|
2.7 |
—
|
1,224 | 27.9% |
P
S
|
5,608 | $1,140,835 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TIP
ISHARES TR
|
ETF | 0.56% | 0.36% |
#31
7
Prev: #38
|
3.2 |
—
|
3,762 | 58.5% |
P
S
|
10,196 | $1,125,231 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.55% | 0.76% |
#32
9
Prev: #23
|
0.7 |
—
|
-50 | -0.7% |
P
S
|
7,593 | $1,117,006 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SYM
SYMBOTIC INC
|
Industrials | 0.52% | 0.58% |
#33
Prev: #33
|
0.7 |
—
|
828 | 4.4% |
P
S
|
19,773 | $1,051,924 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.51% | 0.58% |
#34
2
Prev: #32
|
2.2 |
—
|
221 | 11.0% |
P
S
|
2,236 | $1,030,774 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TWLO
TWILIO INC
|
Technology | 0.48% | 0.61% |
#35
4
Prev: #31
|
0.7 |
—
|
-713 | -8.4% |
P
S
|
7,742 | $974,098 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BOTZ
GLOBAL X FDS
|
Bond/Debt | 0.45% | 0.56% |
#36
2
Prev: #34
|
0.7 |
—
|
-2,451 | -8.1% |
P
S
|
27,626 | $917,736 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.42% | 0.27% |
#37
10
Prev: #47
|
2.2 |
—
|
591 | 13.5% |
P
S
|
4,954 | $840,496 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.41% | 0.46% |
#38
2
Prev: #36
|
0.7 |
—
|
65 | 2.5% |
P
S
|
2,672 | $827,011 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.36% | 0.36% |
#39
Prev: #39
|
0.6 |
—
|
474 | 1.8% |
P
S
|
27,080 | $719,857 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.35% | 0.37% |
#40
3
Prev: #37
|
0.6 |
—
|
-4 | -0.0% |
P
S
|
8,716 | $718,252 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 0.32% | 0.27% |
#41
5
Prev: #46
|
2.6 |
—
|
1,369 | 24.9% |
P
S
|
6,863 | $653,325 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.30% | 0.18% |
#42
16
Prev: #58
|
2.6 |
—
|
610 | 26.1% |
P
S
|
2,948 | $609,941 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
INFY
INFOSYS LTD
|
Technology | 0.28% | 0.32% |
#43
2
Prev: #41
|
2.1 |
—
|
6,329 | 17.9% |
P
S
|
41,758 | $564,151 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IBN
ICICI BANK LIMI...
|
Financial Services | 0.27% | 0.33% |
#44
4
Prev: #40
|
0.6 |
—
|
-664 | -3.1% |
P
S
|
21,079 | $545,946 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ITOT
ISHARES TR
|
ETF | 0.27% | 0.21% |
#45
8
Prev: #53
|
2.6 |
—
|
1,052 | 38.0% |
P
S
|
3,819 | $543,940 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RDY
DR REDDYS LABS ...
|
Healthcare | 0.26% | 0.32% |
#46
2
Prev: #44
|
0.6 |
—
|
-5,938 | -13.3% |
P
S
|
38,643 | $535,206 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WIT
WIPRO LTD
|
Technology | 0.26% | 0.32% |
#47
4
Prev: #43
|
2.1 |
—
|
30,714 | 13.9% |
P
S
|
251,281 | $532,716 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.26% | 0.19% |
#48
8
Prev: #56
|
2.1 |
—
|
316 | 17.4% |
P
S
|
2,135 | $521,879 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HDB
HDFC BANK LTD
|
Financial Services | 0.25% | 0.32% |
#49
7
Prev: #42
|
2.1 |
—
|
2,842 | 16.5% |
P
S
|
20,069 | $499,317 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
T
AT&T INC
|
Communication Services | 0.25% | 0.14% |
#50
21
Prev: #71
|
3.1 |
—
|
6,261 | 57.5% |
P
S
|
17,159 | $497,439 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 104 holdings