Arta Finance Wealth Management LLC

MOUNTAIN VIEW, CA · CIK 2099257 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityARTA FINANCE WEALTH MANAGEMENT LLC (US)

Kindwealth
Others nearbyMountain View, CA
FamilyArta Finance Wealth Management LLC · 2 related pages

$233.7m reported value +15.4% vs Q1 2026

105positions

52.6%in top 10

15 new 63 added 27 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	50,481	$18.7m7.99%	7.99%	Added +3.6k	+3,573 7.6%
2	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	171,979	$15.7m6.73%	6.73%	Reduced -17.6k	-17,646 -9.3%
3	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	292,338	$14.7m6.30%	6.30%	Reduced -20.5k	-20,505 -6.5%
4	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	152,908	$12.7m5.44%	5.44%	Added +9.9k	+9,935 7.0%
5	PROSHARES TR PSHS ULT S&P 500 SSO	SSO	179,193	$12.1m5.17%	5.17%	Reduced -6.3k	-6,335 -3.4%
6	ISHARES TR TRS FLT RT BD TFLO	TFLO	216,130	$10.9m4.67%	4.67%	Reduced -12.7k	-12,650 -5.5%
7	APPLE INC COM AAPL	AAPL	35,197	$10.2m4.36%	4.36%	Added +1.8k	+1,835 5.5%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	28,265	$10.0m4.27%	4.27%	Added +5.3k	+5,332 23.2%
9	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	57,207	$9.1m3.88%	3.88%	Reduced -1.3k	-1,294 -2.2%
10	META PLATFORMS INC CL A META	META	15,863	$8.9m3.82%	3.82%	Added +2.8k	+2,813 21.6%
11	MICROSOFT CORP COM MSFT	MSFT	23,811	$8.9m3.80%	3.80%	Added +4.2k	+4,177 21.3%
12	AMAZON COM INC COM AMZN	AMZN	36,114	$8.6m3.68%	3.68%	Added +1.3k	+1,257 3.6%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	98,564	$7.0m3.01%	3.01%	Added +7.5k	+7,536 8.3%
14	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	106,552	$5.1m2.20%	2.20%	Added +10.9k	+10,879 11.4%
15	NVIDIA CORPORATION COM NVDA	NVDA	25,056	$5.0m2.15%	2.15%	Added +3.0k	+3,000 13.6%
16	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	101,541	$4.6m1.97%	1.97%	Added +13.2k	+13,217 15.0%
17	TESLA INC COM TSLA	TSLA	10,771	$4.5m1.94%	1.94%	Added +2.2k	+2,200 25.7%
18	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	57,251	$4.2m1.79%	1.79%	Added +6.2k	+6,237 12.2%
19	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	62,985	$3.8m1.61%	1.61%	Added +5.2k	+5,154 8.9%
20	SELECT SECTOR SPDR TR ENERGY XLE	XLE	56,521	$3.0m1.28%	1.28%	Added +14.7k	+14,696 35.1%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,636	$2.7m1.17%	1.17%	Added +765	+765 11.1%
22	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,988	$2.3m0.99%	0.99%	Reduced -1.6k	-1,620 -28.9%
23	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	20,577	$2.2m0.94%	0.94%	Added +4.8k	+4,810 30.5%
24	MARVELL TECHNOLOGY INC COM MRVL	MRVL	6,277	$1.9m0.80%	0.80%	Reduced -8.1k	-8,069 -56.2%
25	ISHARES GOLD TR ISHARES NEW IAU	IAU	23,852	$1.8m0.77%	0.77%	Added +412	+412 1.8%
26	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	46,117	$1.8m0.75%	0.75%	Added +1.0k	+1,018 2.3%
27	ABRDN SILVER ETF TRUST PHYSCL SILVR SHS SIVR	SIVR	30,582	$1.7m0.74%	0.74%	Added +1.4k	+1,396 4.8%
28	ADOBE INC COM ADBE	ADBE	7,861	$1.6m0.69%	0.69%	Added +3.0k	+3,007 62.0%
29	SALESFORCE INC COM CRM	CRM	10,254	$1.6m0.69%	0.69%	Added +3.3k	+3,286 47.2%
30	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	3,736	$1.5m0.64%	0.64%	Added +1.5k	+1,500 67.1%
31	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	12,093	$1.4m0.60%	0.60%	Added +3.2k	+3,199 36.0%
32	SYMBOTIC INC CLASS A COM SYM	SYM	29,219	$1.3m0.56%	0.56%	Added +9.4k	+9,446 47.8%
33	TWILIO INC CL A TWLO	TWLO	5,744	$1.2m0.51%	0.51%	Reduced -2.0k	-1,998 -25.8%
34	ISHARES TR TIPS BD ETF TIP	TIP	10,921	$1.2m0.51%	0.51%	Added +725	+725 7.1%
35	GLOBAL X FDS RBTCS ARTFL INTE BOTZ	BOTZ	30,786	$1.2m0.50%	0.50%	Added +3.2k	+3,160 11.4%
36	BROADCOM INC COM AVGO	AVGO	2,839	$1.1m0.46%	0.46%	Added +167	+167 6.2%
37	ORACLE CORP COM ORCL	ORCL	7,098	$1.0m0.45%	0.45%	Reduced -495	-495 -6.5%
38	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	9,763	$803.7k0.34%	0.34%	Added +1.0k	+1,047 12.0%
39	APPLIED MATLS INC COM AMAT	AMAT	1,104	$798.2k0.34%	0.34%	Added +219	+219 24.8%
40	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	29,783	$782.7k0.33%	0.33%	Added +2.7k	+2,703 10.0%
41	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,798	$779.1k0.33%	0.33%	Added +22	+22 1.2%
42	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,735	$777.8k0.33%	0.33%	Added +916	+916 24.0%
43	EXXON MOBIL CORP COM XOM	XOM	5,491	$750.7k0.32%	0.32%	Added +537	+537 10.8%
44	MICRON TECHNOLOGY INC COM MU	MU	577	$665.9k0.29%	0.29%	Reduced -25	-25 -4.2%
45	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	6,892	$660.5k0.28%	0.28%	Added +29	+29 0.4%
46	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,549	$581.4k0.25%	0.25%	Added +370	+370 31.4%
47	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,043	$579.8k0.25%	0.25%	Added +157	+157 5.4%
48	JOHNSON & JOHNSON COM JNJ	JNJ	2,267	$575.8k0.25%	0.25%	Added +132	+132 6.2%
49	CHEVRON CORP NEW COM CVX	CVX	3,438	$569.9k0.24%	0.24%	Added +490	+490 16.6%
50	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,177	$562.1k0.24%	0.24%	Reduced -223	-223 -15.9%
51	ICICI BANK LIMITED ADR IBN	IBN	19,335	$561.3k0.24%	0.24%	Reduced -1.7k	-1,744 -8.3%
52	ABBVIE INC COM ABBV	ABBV	2,191	$551.3k0.24%	0.24%	Reduced -33	-33 -1.5%
53	MAKEMYTRIP LIMITED MAURITIUS SHS MMYT	MMYT	10,292	$548.5k0.23%	0.23%	Reduced -2.3k	-2,321 -18.4%
54	WIPRO LTD SPON ADR 1 SH WIT	WIT	243,411	$547.7k0.23%	0.23%	Reduced -7.9k	-7,870 -3.1%
55	HDFC BANK LTD SPONSORED ADS HDB	HDB	20,847	$538.5k0.23%	0.23%	Added +778	+778 3.9%
56	INFOSYS LTD SPONSORED ADR INFY	INFY	51,242	$537.5k0.23%	0.23%	Added +9.5k	+9,484 22.7%
57	DR REDDYS LABS LTD ADR RDY	RDY	36,657	$531.2k0.23%	0.23%	Reduced -2.0k	-1,986 -5.1%
58	3M CO COM MMM	MMM	3,259	$527.7k0.23%	0.23%	Reduced -127	-127 -3.8%
59	ELI LILLY & CO COM LLY	LLY	439	$526.5k0.23%	0.23%	Added +34	+34 8.4%
60	SYNOPSYS INC COM SNPS	SNPS	1,154	$514.8k0.22%	0.22%	Added +478	+478 70.7%
61	PROCTER AND GAMBLE CO COM PG	PG	3,447	$505.5k0.22%	0.22%	Added +547	+547 18.9%
62	INTEL CORP COM INTC	INTC	3,417	$477.1k0.20%	0.20%	New
63	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	3,006	$459.8k0.20%	0.20%	Added +643	+643 27.2%
64	QUALCOMM INC COM QCOM	QCOM	2,445	$451.8k0.19%	0.19%	Added +387	+387 18.8%
65	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,267	$434.7k0.19%	0.19%	Added +1.1k	+1,145 12.6%
66	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	427	$412.1k0.18%	0.18%	New
67	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	804	$402.3k0.17%	0.17%	Added +250	+250 45.1%
68	SEA LTD SPONSORD ADS SE	SE	4,115	$394.3k0.17%	0.17%	Reduced -307	-307 -6.9%
69	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	12,363	$392.0k0.17%	0.17%	Added +483	+483 4.1%
70	CISCO SYS INC COM CSCO	CSCO	3,246	$379.9k0.16%	0.16%	Added +115	+115 3.7%
71	JPMORGAN CHASE & CO COM JPM	JPM	1,160	$378.0k0.16%	0.16%	Added +202	+202 21.1%
72	PALO ALTO NETWORKS INC COM PANW	PANW	1,075	$366.6k0.16%	0.16%	New
73	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	4,056	$359.1k0.15%	0.15%	Reduced -123	-123 -2.9%
74	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	3,672	$352.4k0.15%	0.15%	Added +639	+639 21.1%
75	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	6,916	$351.6k0.15%	0.15%	Reduced -2	-2 -0.0%
76	AT&T INC COM T	T	16,868	$349.2k0.15%	0.15%	Reduced -291	-291 -1.7%
77	ISHARES TR CORE HIGH DV ETF HDV	HDV	12,463	$341.6k0.15%	0.15%	Added +178	+178 1.4%
78	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,082	$329.0k0.14%	0.14%	Reduced -141	-141 -6.3%
79	UNITED MICROELECTRONICS CORP SPON ADR NEW UMC	UMC	11,969	$325.7k0.14%	0.14%	Reduced -19.6k	-19,648 -62.1%
80	ISHARES INC MSCI TAIWAN ETF EWT	EWT	2,979	$323.5k0.14%	0.14%	Reduced -397	-397 -11.8%
81	FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF FLJP	FLJP	7,771	$308.9k0.13%	0.13%	Added +1.3k	+1,283 19.8%
82	ISHARES TR MSCI CHINA ETF MCHI	MCHI	6,048	$308.6k0.13%	0.13%	Added +1.7k	+1,700 39.1%
83	BAIDU INC SPON ADR REP A BIDU	BIDU	2,660	$304.0k0.13%	0.13%	Added +93	+93 3.6%
84	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	3,811	$290.7k0.12%	0.12%	Added +841	+841 28.3%
85	NETEASE INC SPONSORED ADS NTES	NTES	2,236	$286.5k0.12%	0.12%	Reduced -163	-163 -6.8%
86	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	417	$286.4k0.12%	0.12%	New
87	LINDE PLC SHS LIN	LIN	544	$282.3k0.12%	0.12%	Added +85	+85 18.5%
88	ISHARES INC MSCI STH KOR ETF EWY	EWY	1,386	$279.8k0.12%	0.12%	New
89	WALMART INC COM WMT	WMT	2,451	$277.6k0.12%	0.12%	Reduced -50	-50 -2.0%
90	AMPHENOL CORP CL A APH	APH	1,545	$272.4k0.12%	0.12%	New
91	KT CORP SPONSORED ADR KT	KT	15,665	$270.7k0.12%	0.12%	Added +2.5k	+2,479 18.8%
92	FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA FLIN	FLIN	7,528	$267.8k0.11%	0.11%	New
93	TOYOTA MOTOR CORP ADS TM	TM	1,575	$265.3k0.11%	0.11%	Added +290	+290 22.6%
94	ABBOTT LABS COM ABT	ABT	2,866	$260.1k0.11%	0.11%	New
95	MERCK & CO INC COM MRK	MRK	1,989	$255.6k0.11%	0.11%	Added +44	+44 2.3%
96	VISA INC COM CL A V	V	743	$254.9k0.11%	0.11%	New
97	WISDOMTREE TR INDIA ERNGS FD EPI	EPI	5,817	$248.9k0.11%	0.11%	Reduced -187	-187 -3.1%
98	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	8,964	$248.3k0.11%	0.11%	New
99	CATERPILLAR INC COM CAT	CAT	233	$248.1k0.11%	0.11%	New
100	UNITED PARCEL SERVICE INC CL B UPS	UPS	2,140	$230.1k0.10%	0.10%	Added +89	+89 4.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NETFLIX INC NFLX	NFLX	3,281	$315.5k3.3k shares
SELECT SECTOR SPDR TR XLI	XLI	1,886	$305.0k1.9k shares
COSTCO WHSL CORP NEW COST	COST	297	$295.9k297 shares
MASTERCARD INCORPORATED MA	MA	412	$205.9k412 shares
MCKESSON CORP MCK	MCK	233	$201.6k233 shares