Arta Finance Wealth Management LLC Diversified Active

Location: Mountain View, CA

CIK: 0002099257 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 20, 2026

Total Value: $202M (100.0% shares, 0.0% debt)

Holdings (95)

BIL SPDR SERIES TRUST 8.6%
Value $17.33M Shares 189,625 Est. Cost $91.38 Unrealized
USFR WISDOMTREE TR 7.8%
Value $15.75M Shares 312,843 Est. Cost $50.32 Unrealized
VTI VANGUARD INDEX FDS 7.4%
Value $15.05M Shares 46,908 Est. Cost $333.09 Unrealized
XLP SELECT SECTOR SPDR TR 5.8%
Value $11.72M Shares 142,973 Est. Cost $77.77 Unrealized
TFLO ISHARES TR 5.7%
Value $11.55M Shares 228,780 Est. Cost $50.46 Unrealized
SSO PROSHARES TR 4.8%
Value $9.625M Shares 185,528 Est. Cost $56.65 Unrealized
XLV SELECT SECTOR SPDR TR 4.2%
Value $8.577M Shares 58,501 Est. Cost $154.52 Unrealized
AAPL APPLE INC 4.2%
Value $8.467M Shares 33,362 Est. Cost $268.34 Unrealized -2.1%
META META PLATFORMS INC 3.7%
Value $7.466M Shares 13,050 Est. Cost $666.88 Unrealized -1.7%
MSFT MICROSOFT CORP 3.6%
Value $7.268M Shares 19,634 Est. Cost $495.39 Unrealized -12.3%
AMZN AMAZON COM INC 3.6%
Value $7.26M Shares 34,857 Est. Cost $228.64 Unrealized -0.8%
GOOG ALPHABET INC 3.2%
Value $6.579M Shares 22,933 Est. Cost $288.44 Unrealized +12.2%
VEA VANGUARD TAX-MANAGED FDS 2.9%
Value $5.833M Shares 91,028 Est. Cost $62.62 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.3%
Value $4.586M Shares 95,673 Est. Cost $48.28 Unrealized
XLU SELECT SECTOR SPDR TR 2.0%
Value $4.053M Shares 88,324 Est. Cost $42.79 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value $3.847M Shares 22,056 Est. Cost $186.15 Unrealized +0.3%
BND VANGUARD BD INDEX FDS 1.8%
Value $3.744M Shares 51,014 Est. Cost $74.03 Unrealized
TSLA TESLA INC 1.6%
Value $3.186M Shares 8,571 Est. Cost $441.69 Unrealized -3.6%
VWO VANGUARD INTL EQUITY INDEX F 1.5%
Value $3.126M Shares 57,831 Est. Cost $53.79 Unrealized
XLE SELECT SECTOR SPDR TR 1.3%
Value $2.562M Shares 41,825 Est. Cost $44.71 Unrealized
SIVR ABRDN SILVER ETF TRUST 1.0%
Value $2.09M Shares 29,186 Est. Cost $68.63 Unrealized
IAU ISHARES GOLD TR 1.0%
Value $2.066M Shares 23,440 Est. Cost $83.03 Unrealized
SGOL ETFS GOLD TR 1.0%
Value $2.012M Shares 45,099 Est. Cost $42.02 Unrealized
GOOGL ALPHABET INC 1.0%
Value $1.976M Shares 6,871 Est. Cost $286.63 Unrealized +12.8%
XLC SELECT SECTOR SPDR TR 0.9%
Value $1.748M Shares 15,767 Est. Cost $116.33 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.7%
Value $1.421M Shares 14,346 Est. Cost $87.46 Unrealized -7.3%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $1.301M Shares 8,894 Est. Cost $179.90 Unrealized -14.3%
CRM SALESFORCE INC 0.6%
Value $1.301M Shares 6,968 Est. Cost $240.47 Unrealized -10.3%
ADBE ADOBE INC 0.6%
Value $1.18M Shares 4,854 Est. Cost $328.83 Unrealized -11.8%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value $1.141M Shares 5,608 Est. Cost $223.96 Unrealized -1.0%
TIP ISHARES TR 0.6%
Value $1.125M Shares 10,196 Est. Cost $110.08 Unrealized
ORCL ORACLE CORP 0.6%
Value $1.117M Shares 7,593 Est. Cost $238.05 Unrealized -28.8%
SYM SYMBOTIC INC 0.5%
Value $1.052M Shares 19,773 Est. Cost $65.81 Unrealized -7.8%
ISRG INTUITIVE SURGICAL INC 0.5%
Value $1.031M Shares 2,236 Est. Cost $531.25 Unrealized -1.9%
TWLO TWILIO INC 0.5%
Value $974K Shares 7,742 Est. Cost $123.87 Unrealized -1.6%
BOTZ GLOBAL X FDS 0.5%
Value $918K Shares 27,626 Est. Cost $36.23 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $840K Shares 4,954 Est. Cost $118.26 Unrealized +17.3%
AVGO BROADCOM INC 0.4%
Value $827K Shares 2,672 Est. Cost $356.44 Unrealized -6.2%
SCHP SCHWAB STRATEGIC TR 0.4%
Value $720K Shares 27,080 Est. Cost $26.49 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value $718K Shares 8,716 Est. Cost $83.75 Unrealized
JNK SPDR SERIES TRUST 0.3%
Value $653K Shares 6,863 Est. Cost $96.81 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $610K Shares 2,948 Est. Cost $155.64 Unrealized +10.4%
INFY INFOSYS LTD 0.3%
Value $564K Shares 41,758 Est. Cost $17.17 Unrealized
IBN ICICI BANK LIMITED 0.3%
Value $546K Shares 21,079 Est. Cost $29.80 Unrealized
ITOT ISHARES TR 0.3%
Value $544K Shares 3,819 Est. Cost $146.97 Unrealized
RDY DR REDDYS LABS LTD 0.3%
Value $535K Shares 38,643 Est. Cost $14.04 Unrealized
WIT WIPRO LTD 0.3%
Value $533K Shares 251,281 Est. Cost $2.75 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $522K Shares 2,135 Est. Cost $201.58 Unrealized +13.0%
HDB HDFC BANK LTD 0.2%
Value $499K Shares 20,069 Est. Cost $34.89 Unrealized
T AT&T INC 0.2%
Value $497K Shares 17,159 Est. Cost $25.45 Unrealized +1.2%
MMM 3M CO 0.2%
Value $492K Shares 3,386 Est. Cost $163.48 Unrealized +0.3%
ABBV ABBVIE INC 0.2%
Value $484K Shares 2,224 Est. Cost $226.48 Unrealized -1.7%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $473K Shares 1,400 Est. Cost $303.89 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.2%
Value $470K Shares 12,613 Est. Cost $75.21 Unrealized -12.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $458K Shares 9,122 Est. Cost $41.25 Unrealized +6.2%
PG PROCTER & GAMBLE CO 0.2%
Value $419K Shares 2,900 Est. Cost $148.70 Unrealized +2.1%
XLK SELECT SECTOR SPDR TR 0.2%
Value $384K Shares 2,886 Est. Cost $142.92 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $381K Shares 3,033 Est. Cost $144.90 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value $379K Shares 1,776 Est. Cost $158.66 Unrealized +42.4%
LLY ELI LILLY & CO 0.2%
Value $373K Shares 405 Est. Cost $959.39 Unrealized +9.1%
SE SEA LTD 0.2%
Value $366K Shares 4,422 Est. Cost $116.96 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value $364K Shares 11,880 Est. Cost $28.12 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value $344K Shares 4,179 Est. Cost $82.43 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value $343K Shares 6,918 Est. Cost $48.50 Unrealized
HDV ISHARES TR 0.2%
Value $333K Shares 2,457 Est. Cost $125.45 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $329K Shares 2,223 Est. Cost $145.07 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $328K Shares 1,179 Est. Cost $318.86 Unrealized -4.9%
NFLX NETFLIX INC. 0.2%
Value $315K Shares 3,281 Est. Cost $83.84 Unrealized 0.0%
WMT WALMART INC 0.2%
Value $311K Shares 2,501 Est. Cost $107.59 Unrealized +13.4%
XLI SELECT SECTOR SPDR TR 0.2%
Value $305K Shares 1,886 Est. Cost $161.73 Unrealized
PDD PDD HOLDINGS INC 0.1%
Value $303K Shares 2,970 Est. Cost $113.09 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $302K Shares 885 Est. Cost $326.57 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $296K Shares 297 Est. Cost $963.77 Unrealized 0.0%
BIDU BAIDU INC 0.1%
Value $286K Shares 2,567 Est. Cost $130.66 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.1%
Value $284K Shares 31,617 Est. Cost $7.86 Unrealized
KT KT CORP 0.1%
Value $283K Shares 13,186 Est. Cost $18.97 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $280K Shares 958 Est. Cost $309.53 Unrealized +0.6%
NTES NETEASE COM INC 0.1%
Value $269K Shares 2,399 Est. Cost $134.56 Unrealized
SNPS SYNOPSYS INC 0.1%
Value $268K Shares 676 Est. Cost $451.09 Unrealized +4.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $265K Shares 554 Est. Cost $497.53 Unrealized -0.8%
QCOM QUALCOMM INC 0.1%
Value $265K Shares 2,058 Est. Cost $165.64 Unrealized -7.1%
TM TOYOTA MOTOR CORP 0.1%
Value $265K Shares 1,285 Est. Cost $214.06 Unrealized
EPI WISDOMTREE TR 0.1%
Value $245K Shares 6,004 Est. Cost $46.29 Unrealized
MCHI ISHARES TR 0.1%
Value $244K Shares 4,348 Est. Cost $56.18 Unrealized
CSCO CISCO SYS INC 0.1%
Value $242K Shares 3,131 Est. Cost $73.92 Unrealized +5.4%
EWT ISHARES INC 0.1%
Value $239K Shares 3,376 Est. Cost $70.92 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.1%
Value $235K Shares 6,488 Est. Cost $36.18 Unrealized
MRK MERCK & CO INC 0.1%
Value $234K Shares 1,945 Est. Cost $114.28 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value $228K Shares 459 Est. Cost $460.00 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.1%
Value $219K Shares 2,363 Est. Cost $92.76 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $206K Shares 412 Est. Cost $558.95 Unrealized -3.6%
MU MICRON TECHNOLOGY INC 0.1%
Value $203K Shares 602 Est. Cost $387.04 Unrealized 0.0%
UPS UNITED PARCEL SVCS INC 0.1%
Value $202K Shares 2,051 Est. Cost $109.86 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value $202K Shares 233 Est. Cost $875.46 Unrealized 0.0%
PSEC PROSPECT CAP CORP 0.0%
Value $70,324 Shares 26,944 Est. Cost $2.54 Unrealized +9.7%