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AFWM
Arta Finance Wealth Management Portfolio holdings
AUM
$234M
This Fund
S&P 500
This Quarter
Est. Return
-3.31%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$6.4M
(+3.3%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
8.05%
Top 10 Holdings %
Top 10 Hldgs %
55.72%
Holding
104
New
14
Increased
62
Reduced
19
Closed
9
Avg Time Held
0.9
quarters
Top 10 Avg Time Held
1
quarter
Top 20 Avg Time Held
1
quarter
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$2.38M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$2.32M |
| 3 |
ProShares Ultra S&P500
SSO
|
+$2.22M |
| 4 |
Microsoft
MSFT
|
+$646K |
| 5 |
Amazon
AMZN
|
+$583K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$2.39M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$404K |
| 3 |
Blackstone
BX
|
+$250K |
| 4 |
Visa
V
|
+$243K |
| 5 |
KKR & Co
KKR
|
+$224K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 63.96% |
| 2 | Technology | 16.25% |
| 3 | Communication Services | 8.96% |
| 4 | Consumer Discretionary | 6.04% |
| 5 | Healthcare | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Marvell Technology
MRVL
$245B
| $1.42M | 0.7% |
14,346
-1,286
| -8% | -$108K |
2025 Q4
1 quarter
|
|
27
Palantir
PLTR
$454B
| $1.3M | 0.64% |
8,894
+376
| +4% | +$57.5K |
2025 Q4
1 quarter
|
|
28
Salesforce
CRM
$193B
| $1.3M | 0.64% |
6,968
+1,656
| +31% | +$343K |
2025 Q4
1 quarter
|
|
29
Adobe
ADBE
$94.5B
| $1.18M | 0.58% |
4,854
+1,088
| +29% | +$301K |
2025 Q4
1 quarter
|
|
30
Advanced Micro Devices
AMD
$1.03T
| $1.14M | 0.56% |
5,608
+1,224
| +28% | +$261K |
2025 Q4
1 quarter
|
|
31
iShares TIPS Bond ETF
TIP
$14.4B
| $1.13M | 0.56% |
10,196
+3,762
| +58% | +$416K |
2025 Q4
1 quarter
|
|
32
Oracle
ORCL
$431B
| $1.12M | 0.55% |
7,593
-50
| -0.7% | -$8.13K |
2025 Q4
1 quarter
|
|
33
Symbotic
SYM
$5.62B
| $1.05M | 0.52% |
19,773
+828
| +4% | +$47.4K |
2025 Q4
1 quarter
|
|
34
Intuitive Surgical
ISRG
$138B
| $1.03M | 0.51% |
2,236
+221
| +11% | +$112K |
2025 Q4
1 quarter
|
|
35
Twilio
TWLO
$45.2B
| $974K | 0.48% |
7,742
-713
| -8% | -$87.7K |
2025 Q4
1 quarter
|
|
36
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.42B
| $918K | 0.45% |
27,626
-2,451
| -8% | -$90.6K |
2025 Q4
1 quarter
|
|
37
ExxonMobil
XOM
$674B
| $840K | 0.42% |
4,954
+591
| +14% | +$86.2K |
2025 Q4
1 quarter
|
|
38
Broadcom
AVGO
$1.7T
| $827K | 0.41% |
2,672
+65
| +2% | +$21.4K |
2025 Q4
1 quarter
|
|
39
Schwab US TIPS ETF
SCHP
$16B
| $720K | 0.36% |
27,080
+474
| +2% | +$12.6K |
2025 Q4
1 quarter
|
|
40
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
| $718K | 0.35% |
8,716
-4
| -0% | -$335 |
2025 Q4
1 quarter
|
|
41
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.59B
| $653K | 0.32% |
6,863
+1,369
| +25% | +$133K |
2025 Q4
1 quarter
|
|
42
Chevron
CVX
$405B
| $610K | 0.3% |
2,948
+610
| +26% | +$111K |
2025 Q4
1 quarter
|
|
43
Infosys
INFY
$44.7B
| $564K | 0.28% |
41,758
+6,329
| +18% | +$99.1K |
2025 Q4
1 quarter
|
|
44
ICICI Bank
IBN
$98.5B
| $546K | 0.27% |
21,079
-664
| -3% | -$19.5K |
2025 Q4
1 quarter
|
|
45
iShares Core S&P Total US Stock Market ETF
ITOT
$96.8B
| $544K | 0.27% |
3,819
+1,052
| +38% | +$156K |
2025 Q4
1 quarter
|
|
46
Dr. Reddy's Laboratories
RDY
$10.2B
| $535K | 0.26% |
38,643
-5,938
| -13% | -$82.7K |
2025 Q4
1 quarter
|
|
47
Wipro
WIT
$17B
| $533K | 0.26% |
251,281
+30,714
| +14% | +$74.8K |
2025 Q4
1 quarter
|
|
48
Johnson & Johnson
JNJ
$617B
| $522K | 0.26% |
2,135
+316
| +17% | +$73.6K |
2025 Q4
1 quarter
|
|
49
HDFC Bank
HDB
$115B
| $499K | 0.25% |
20,069
+2,842
| +16% | +$88.3K |
2025 Q4
1 quarter
|
|
50
AT&T
T
$167B
| $497K | 0.25% |
17,159
+6,261
| +57% | +$167K |
2025 Q4
1 quarter
|
|
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Arta Finance Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Arta Finance Wealth Management held 104 positions worth $202M, up 3.3% from $196M the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Arta Finance Wealth Management deployed $16.3M of net new capital in Q1 2026, opening 14 new positions and adding to 62 existing holdings. Its largest new stake was Vanguard FTSE Europe ETF: 4,179 shares worth $344K.
By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, up from 61% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was iShares Treasury Floating Rate Bond ETF, an estimated $2.39M trimmed.
- Arta Finance Wealth Management's largest Q1 2026 buy was Vanguard FTSE Europe ETF: 4,179 shares worth $344K.
- Arta Finance Wealth Management added most to Vanguard Morningstar Total Stock Market ETF in Q1 2026, an estimated $2.38M increase.
- Arta Finance Wealth Management's biggest Q1 2026 reduction was iShares Treasury Floating Rate Bond ETF, cutting an estimated $2.39M.
- Arta Finance Wealth Management fully exited Blackstone in Q1 2026, selling an estimated $250K.
- Arta Finance Wealth Management's ten largest holdings make up 56% of its $202M portfolio in Q1 2026.
- Arta Finance Wealth Management opened 14 new positions and closed 9 in Q1 2026.
- Arta Finance Wealth Management's portfolio value rose 3.3% quarter-over-quarter to $202M.
Based on Arta Finance Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.