Arta Finance Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Mountain View, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$233,657
Net value change ($000)
+31,235 (15.4%)
New positions
15
Sold out positions
5
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 3,631 24.1%
GOOGL 3,408 51.8%
SSO 2,449 25.4%
AAPL 1,718 20.3%
MSFT 1,614 22.2%
META 1,469 19.7%
AMZN 1,347 18.6%
TSLA 1,344 42.2%
VEA 1,190 20.4%
AMD 1,176 103.1%
Top Reduces (Value $000, Stocks/ETFs)
BIL -1,613 -9.3%
USFR -1,030 -6.5%
TFLO -639 -5.5%
SIVR -371 -17.8%
NFLX -315 -100.0%
XLI -305 -100.0%
COST -296 -100.0%
IAU -265 -12.8%
SGOL -249 -12.4%
MA -206 -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