Arta Finance Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Mountain View, CA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$202,422
Net value change ($000)
+6,398 (3.3%)
New positions
14
Sold out positions
9
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USFR 2,320 17.3%
VTI 1,699 12.7%
SSO 1,134 13.4%
XLP 859 7.9%
IAU 670 48.0%
VEA 664 12.8%
SGOL 649 47.6%
SIVR 610 41.2%
BNDX 507 12.4%
TIP 418 59.1%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -2,382 -17.1%
MSFT -1,480 -16.9%
META -821 -9.9%
AAPL -712 -7.8%
ORCL -369 -24.8%
TSLA -313 -8.9%
BX -250 -100.0%
V -243 -100.0%
TWLO -229 -19.0%
KKR -224 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type