Arta Finance Wealth Management LLC: 13F holdings
CIK 20992572026Q2
| Positions | 105 |
|---|
| Reported value | $233.7m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 105 (+10 vs prior quarter) |
|---|
| Reported value | $233.7m (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 50,481 | $18.7m | 8.0% |
| BIL SPDR SERIES TRUST | 171,979 | $15.7m | 6.7% |
| USFR WISDOMTREE TR | 292,338 | $14.7m | 6.3% |
| XLP SELECT SECTOR SPDR TR | 152,908 | $12.7m | 5.4% |
| SSO PROSHARES TR | 179,193 | $12.1m | 5.2% |
| TFLO ISHARES TR | 216,130 | $10.9m | 4.7% |
| AAPL APPLE INC | 35,197 | $10.2m | 4.4% |
| GOOG ALPHABET INC | 28,265 | $10.0m | 4.3% |
| XLV SELECT SECTOR SPDR TR | 57,207 | $9.1m | 3.9% |
| META META PLATFORMS INC | 15,863 | $8.9m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2099257")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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