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AFWM
Arta Finance Wealth Management Portfolio holdings
AUM
$234M
This Fund
S&P 500
This Quarter
Est. Return
+2.94%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
99.43%
Top 10 Holdings %
Top 10 Hldgs %
57.23%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$17.2M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$13.9M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$13.4M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$13.2M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$10.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 60.65% |
| 2 | Technology | 18.09% |
| 3 | Communication Services | 9.52% |
| 4 | Consumer Discretionary | 6.64% |
| 5 | Financials | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Salesforce
CRM
$193B
| $1.41M | 0.72% |
+5,312
| New | +$1.32M |
2025 Q4
0 quarters
|
|
27
iShares Gold Trust
IAU
$61.5B
| $1.4M | 0.71% |
+17,194
| New | +$1.34M |
2025 Q4
0 quarters
|
|
28
abrdn Physical Gold Shares ETF
SGOL
$6.93B
| $1.36M | 0.7% |
+33,175
| New | +$1.31M |
2025 Q4
0 quarters
|
|
29
Marvell Technology
MRVL
$245B
| $1.33M | 0.68% |
+15,632
| New | +$1.37M |
2025 Q4
0 quarters
|
|
30
Adobe
ADBE
$94.5B
| $1.32M | 0.67% |
+3,766
| New | +$1.28M |
2025 Q4
0 quarters
|
|
31
Twilio
TWLO
$45.2B
| $1.2M | 0.61% |
+8,455
| New | +$1.05M |
2025 Q4
0 quarters
|
|
32
Intuitive Surgical
ISRG
$138B
| $1.14M | 0.58% |
+2,015
| New | +$1.07M |
2025 Q4
0 quarters
|
|
33
Symbotic
SYM
$5.62B
| $1.13M | 0.58% |
+18,945
| New | +$1.25M |
2025 Q4
0 quarters
|
|
34
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.42B
| $1.09M | 0.56% |
+30,077
| New | +$1.09M |
2025 Q4
0 quarters
|
|
35
Advanced Micro Devices
AMD
$1.03T
| $939K | 0.48% |
+4,384
| New | +$985K |
2025 Q4
0 quarters
|
|
36
Broadcom
AVGO
$1.7T
| $902K | 0.46% |
+2,607
| New | +$932K |
2025 Q4
0 quarters
|
|
37
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
| $730K | 0.37% |
+8,720
| New | +$733K |
2025 Q4
0 quarters
|
|
38
iShares TIPS Bond ETF
TIP
$14.4B
| $707K | 0.36% |
+6,434
| New | +$714K |
2025 Q4
0 quarters
|
|
39
Schwab US TIPS ETF
SCHP
$16B
| $705K | 0.36% |
+26,606
| New | +$714K |
2025 Q4
0 quarters
|
|
40
ICICI Bank
IBN
$98.5B
| $648K | 0.33% |
+21,743
| New | +$667K |
2025 Q4
0 quarters
|
|
41
Infosys
INFY
$44.7B
| $631K | 0.32% |
+35,429
| New | +$613K |
2025 Q4
0 quarters
|
|
42
HDFC Bank
HDB
$115B
| $629K | 0.32% |
+17,227
| New | +$620K |
2025 Q4
0 quarters
|
|
43
Wipro
WIT
$17B
| $626K | 0.32% |
+220,567
| New | +$602K |
2025 Q4
0 quarters
|
|
44
Dr. Reddy's Laboratories
RDY
$10.2B
| $626K | 0.32% |
+44,581
| New | +$625K |
2025 Q4
0 quarters
|
|
45
MakeMyTrip
MMYT
$4.2B
| $606K | 0.31% |
+7,385
| New | +$606K |
2025 Q4
0 quarters
|
|
46
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.59B
| $534K | 0.27% |
+5,494
| New | +$534K |
2025 Q4
0 quarters
|
|
47
ExxonMobil
XOM
$674B
| $525K | 0.27% |
+4,363
| New | +$506K |
2025 Q4
0 quarters
|
|
48
JPMorgan Chase
JPM
$884B
| $484K | 0.25% |
+1,508
| New | +$467K |
2025 Q4
0 quarters
|
|
49
Sea Limited
SE
$58.3B
| $430K | 0.22% |
+3,374
| New | +$500K |
2025 Q4
0 quarters
|
|
50
Berkshire Hathaway Class B
BRK.B
$1.08T
| $425K | 0.22% |
+845
| New | +$420K |
2025 Q4
0 quarters
|
|
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Arta Finance Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Arta Finance Wealth Management, which disclosed 90 positions worth $196M. Its ten largest holdings account for 57% of the portfolio.
Its largest position is State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 187,743 shares worth $17.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, followed by Technology and Communication Services.
- Arta Finance Wealth Management's largest Q4 2025 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 187,743 shares worth $17.2M.
- Arta Finance Wealth Management's ten largest holdings make up 57% of its $196M portfolio in Q4 2025.
- Arta Finance Wealth Management disclosed 90 positions in Q4 2025, its first 13F filing on record.
Based on Arta Finance Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.