Sponsored

The Analysis of Arta Finance Wealth Management LLC's Holdings & P&L

Currently, Arta Finance Wealth Management LLC holds 95 types of securities in its portfolio with a total value $202.4M. In the most recent quarter, they have increased their positions in USFR (+46.0K shares, valued at $2.3M), VTI (+7.1K shares, valued at $2.3M), SSO (+38.9K shares, valued at $2.0M); decreased their positions in TFLO (-47.3K shares, valued at $2.4M), XLE (-7.5K shares, valued at $461.8K), JPM (-550 shares, valued at $161.0K); initiated new positions in VGK (+4.2K shares, valued at $344.5K), NFLX (+3.3K shares, valued at $315.5K), XLI (+1.9K shares, valued at $305.0K).

1M P&L

+1.2M+0.56%

3M P&L

+6.6M+3.17%

HY P&L

+9.7M+4.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.5M

64.0%

2Internet Content & Information16.3M

8.1%

3Software - Infrastructure10.9M

5.4%

Top Industries by Stock Count

1N/A34 stocks

35.8%

2Semiconductors9 stocks

9.5%

3Software - Infrastructure5 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST189.6K shares1.00%2026-03-312026-04-20

USFR WISDOMTREE TR312.8K shares17.23%2026-03-312026-04-20

VTI VANGUARD INDEX FDS46.9K shares17.80%2026-03-312026-04-20

XLP SELECT SECTOR SPDR TR143.0K shares2.25%2026-03-312026-04-20

TFLO ISHARES TR228.8K shares-17.13%2026-03-312026-04-20

SSO PROSHARES TR185.5K shares26.55%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR58.5K shares3.54%2026-03-312026-04-20

AAPL APPLE INC33.4K shares-1.18%2026-03-312026-04-20

Sponsored

META META PLATFORMS INC13.1K shares3.94%2026-03-312026-04-20

MSFT MICROSOFT CORP19.6K shares8.54%2026-03-312026-04-20

AMZN AMAZON COM INC34.9K shares8.21%2026-03-312026-04-20

GOOG ALPHABET INC22.9K shares5.97%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS91.0K shares10.00%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS95.7K shares13.34%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR88.3K shares3.30%2026-03-312026-04-20

NVDA NVIDIA CORPORATION22.1K shares3.63%2026-03-312026-04-20

Sponsored

BND VANGUARD BD INDEX FDS51.0K shares6.74%2026-03-312026-04-20

TSLA TESLA INC8.6K shares10.17%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F57.8K shares12.51%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR41.8K shares-15.27%2026-03-312026-04-20

SIVR ABRDN SILVER ETF TRUST29.2K shares33.35%2026-03-312026-04-20

IAU ISHARES GOLD TR23.4K shares36.33%2026-03-312026-04-20

SGOL ETFS GOLD TR45.1K shares35.94%2026-03-312026-04-20

GOOGL ALPHABET INC6.9K shares2.81%2026-03-312026-04-20

Sponsored

XLC SELECT SECTOR SPDR TR15.8K shares25.48%2026-03-312026-04-20

MRVL MARVELL TECHNOLOGY INC14.3K shares-8.23%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC8.9K shares4.41%2026-03-312026-04-20

CRM SALESFORCE INC7.0K shares31.17%2026-03-312026-04-20

ADBE ADOBE INC4.9K shares28.89%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC5.6K shares27.92%2026-03-312026-04-20

TIP ISHARES TR10.2K shares58.47%2026-03-312026-04-20

ORCL ORACLE CORP7.6K shares-0.65%2026-03-312026-04-20

Sponsored

SYM SYMBOTIC INC19.8K shares4.37%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC2.2K shares10.97%2026-03-312026-04-20

TWLO TWILIO INC7.7K shares-8.43%2026-03-312026-04-20

BOTZ GLOBAL X FDS27.6K shares-8.15%2026-03-312026-04-20

XOM EXXON MOBIL CORP5.0K shares13.55%2026-03-312026-04-20

AVGO BROADCOM INC2.7K shares2.49%2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR27.1K shares1.78%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS8.7K shares-0.05%2026-03-312026-04-20

Sponsored

JNK SPDR SERIES TRUST6.9K shares24.92%2026-03-312026-04-20

CVX CHEVRON CORPORATION2.9K shares26.09%2026-03-312026-04-20

INFY INFOSYS LTD41.8K shares17.86%2026-03-312026-04-20

IBN ICICI BANK LIMITED21.1K shares-3.05%2026-03-312026-04-20

ITOT ISHARES TR3.8K shares38.02%2026-03-312026-04-20

RDY DR REDDYS LABS LTD38.6K shares-13.32%2026-03-312026-04-20

WIT WIPRO LTD251.3K shares13.93%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON2.1K shares17.37%2026-03-312026-04-20

Sponsored

HDB HDFC BANK LTD20.1K shares16.50%2026-03-312026-04-20

T AT&T INC17.2K shares57.45%2026-03-312026-04-20

MMM 3M CO3.4K shares64.93%2026-03-312026-04-20

ABBV ABBVIE INC2.2K shares27.30%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares0.79%2026-03-312026-04-20

MMYT MAKEMYTRIP LIMITED MAURITIUS12.6K shares70.79%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC9.1K shares29.94%2026-03-312026-04-20

PG PROCTER & GAMBLE CO2.9K shares49.72%2026-03-312026-04-20

Sponsored

XLK SELECT SECTOR SPDR TR2.9K shares10.45%2026-03-312026-04-20

BABA ALIBABA GROUP HLDG LTD3.0K shares8.63%2026-03-312026-04-20

LRCX LAM RESEARCH CORP1.8K shares4.90%2026-03-312026-04-20

LLY ELI LILLY & CO405 shares4.38%2026-03-312026-04-20

SE SEA LTD4.4K shares31.06%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR11.9K shares26.94%2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F4.2K sharesnew addition2026-03-312026-04-20

SPHD INVESCO EXCH TRADED FD TR II6.9K shares44.67%2026-03-312026-04-20

Sponsored

HDV ISHARES TR2.5K shares37.34%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS2.2K shares51.12%2026-03-312026-04-20

CDNS CADENCE DESIGN SYSTEM INC1.2K shares47.93%2026-03-312026-04-20

NFLX NETFLIX INC.3.3K sharesnew addition2026-03-312026-04-20

WMT WALMART INC2.5K shares2.67%2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR1.9K sharesnew addition2026-03-312026-04-20

PDD PDD HOLDINGS INC3.0K shares2.73%2026-03-312026-04-20

AMAT APPLIED MATLS INC885 sharesnew addition2026-03-312026-04-20

Sponsored

COST COSTCO WHOLESALE CORPORATION297 sharesnew addition2026-03-312026-04-20

BIDU BAIDU INC2.6K shares-1.04%2026-03-312026-04-20

UMC UNITED MICROELECTRONICS CORP31.6K shares-19.54%2026-03-312026-04-20

KT KT CORP13.2K shares-19.41%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO958 shares-36.47%2026-03-312026-04-20

NTES NETEASE COM INC2.4K shares13.54%2026-03-312026-04-20

SNPS SYNOPSYS INC676 shares33.33%2026-03-312026-04-20

BRK.B BERKSHIRE HATHAWAY INC DEL554 shares-34.44%2026-03-312026-04-20

Sponsored

QCOM QUALCOMM INC2.1K shares43.92%2026-03-312026-04-20

TM TOYOTA MOTOR CORP1.3K shares-10.08%2026-03-312026-04-20

EPI WISDOMTREE TR6.0K shares-13.77%2026-03-312026-04-20

MCHI ISHARES TR4.3K sharesnew addition2026-03-312026-04-20

CSCO CISCO SYS INC3.1K shares3.16%2026-03-312026-04-20

EWT ISHARES INC3.4K sharesnew addition2026-03-312026-04-20

FLJP FRANKLIN TEMPLETON ETF TR6.5K sharesnew addition2026-03-312026-04-20

MRK MERCK & CO INC1.9K sharesnew addition2026-03-312026-04-20

Sponsored

LIN LINDE PLC459 sharesnew addition2026-03-312026-04-20

LSCC LATTICE SEMICONDUCTOR CORP2.4K sharesnew addition2026-03-312026-04-20

MA MASTERCARD INCORPORATED412 shares-2.14%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC602 sharesnew addition2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC2.1K sharesnew addition2026-03-312026-04-20

MCK MCKESSON CORP233 sharesnew addition2026-03-312026-04-20

PSEC PROSPECT CAP CORP26.9K shares-57.04%2026-03-312026-04-20

BIL

SPDR SERIES TRUST

1.00%

Shares189.6K

Event2026-03-31

Filed2026-04-20

USFR

WISDOMTREE TR

17.23%

Shares312.8K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

17.80%

Shares46.9K

Event2026-03-31

Filed2026-04-20

XLP

SELECT SECTOR SPDR TR

2.25%

Shares143.0K

Event2026-03-31

Filed2026-04-20

TFLO

ISHARES TR

-17.13%

Shares228.8K

Event2026-03-31

Filed2026-04-20

SSO

PROSHARES TR

26.55%

Shares185.5K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

3.54%

Shares58.5K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-1.18%

Shares33.4K

Event2026-03-31

Filed2026-04-20