Arta Finance Wealth Management LLC
All 13F Filings
- Location
- Mountain View, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 233,657
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 105 | 233,657 | 13F-HR | Arta Finance Wealth Management LLC |
| Q1 2026 | 4/20/2026 | 95 | 202,422 | 13F-HR | Arta Finance Wealth Management LLC |
| Q4 2025 | 1/20/2026 | 90 | 196,024 | 13F-HR | Arta Finance Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.1 K | 49.9% | 20.11 K | 0 | 20.11 K |
| ETFs | 111.7 K | 50.1% | 11.77 K | 0 | 11.77 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
233,657
Holdings
105
QoQ value change ($000)
31,235
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.