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AFWM

Arta Finance Wealth Management Portfolio holdings

AUM $234M
This Fund
S&P 500
This Quarter Est. Return
+13.17%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$31.2M
Cap. Flow
+$14.2M
Cap. Flow %
6.07%
Top 10 Hldgs %
52.63%
Holding
110
New
15
Increased
63
Reduced
27
Closed
5

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
2
META icon
Meta Platforms (Facebook)
META
+$1.72M
3
MSFT icon
Microsoft
MSFT
+$1.69M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.28M
5
TSLA icon
Tesla
TSLA
+$875K

Top Sells

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$1.62M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.61M
3
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.03M
4
AMD icon
Advanced Micro Devices
AMD
+$664K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$640K

Sector Composition

Rank Sector Weight
1 Technology 19.06%
2 Communication Services 9.97%
3 Consumer Discretionary 6.41%
4 Healthcare 1.79%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBN icon
51
ICICI Bank
IBN
$106B
$561K 0.24%
19,335
-1,744
-8% -$47.1K
ABBV icon
52
AbbVie
ABBV
$470B
$551K 0.24%
2,191
-33
-1% -$7.1K
MMYT icon
53
MakeMyTrip
MMYT
$5.76B
$548K 0.23%
10,292
-2,321
-18% -$106K
WIT icon
54
Wipro
WIT
$19.3B
$548K 0.23%
243,411
-7,870
-3% -$16.7K
HDB icon
55
HDFC Bank
HDB
$119B
$538K 0.23%
20,847
+778
+4% +$19.5K
INFY icon
56
Infosys
INFY
$48.7B
$538K 0.23%
51,242
+9,484
+23% +$119K
RDY icon
57
Dr. Reddy's Laboratories
RDY
$10.1B
$531K 0.23%
36,657
-1,986
-5% -$26.8K
MMM icon
58
3M
MMM
$93.2B
$528K 0.23%
3,259
-127
-4% -$19.3K
LLY icon
59
Eli Lilly
LLY
$1.14T
$527K 0.23%
439
+34
+8% +$34.7K
SNPS icon
60
Synopsys
SNPS
$76.8B
$515K 0.22%
1,154
+478
+71% +$225K
PG icon
61
Procter & Gamble
PG
$336B
$505K 0.22%
3,447
+547
+19% +$79.6K
INTC icon
62
Intel
INTC
$491B
$477K 0.2%
+3,417
New +$346K
LSCC icon
63
Lattice Semiconductor
LSCC
$16.7B
$460K 0.2%
3,006
+643
+27% +$83K
QCOM icon
64
Qualcomm
QCOM
$170B
$452K 0.19%
2,445
+387
+19% +$72.4K
VZ icon
65
Verizon
VZ
$205B
$435K 0.19%
10,267
+1,145
+13% +$53.7K
STX icon
66
Seagate
STX
$189B
$412K 0.18%
+427
New +$326K
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.07T
$402K 0.17%
804
+250
+45% +$120K
SE icon
68
Sea Limited
SE
$72.9B
$394K 0.17%
4,115
-307
-7% -$27K
SCHD icon
69
Schwab US Dividend Equity ETF
SCHD
$111B
$392K 0.17%
12,363
+483
+4% +$15.3K
CSCO icon
70
Cisco
CSCO
$436B
$380K 0.16%
3,246
+115
+4% +$12K
JPM icon
71
JPMorgan Chase
JPM
$950B
$378K 0.16%
1,160
+202
+21% +$62.7K
PANW icon
72
Palo Alto Networks
PANW
$293B
$367K 0.16%
+1,075
New +$246K
VGK icon
73
Vanguard FTSE Europe ETF
VGK
$31B
$359K 0.15%
4,056
-123
-3% -$10.8K
BABA icon
74
Alibaba
BABA
$309B
$352K 0.15%
3,672
+639
+21% +$80.1K
SPHD icon
75
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.46B
$352K 0.15%
6,916
-2
-0% -$100
1 2
3
4 5

Similar funds

FFA
Fortune Financial Advisors Overland Park, Kansas $234M AUM 31.1% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Arta Finance Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Arta Finance Wealth Management held 110 positions worth $234M, up 15% from $202M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Arta Finance Wealth Management deployed $14.2M of net new capital in Q2 2026, opening 15 new positions and adding to 63 existing holdings. Its largest new stake was Intel: 3,417 shares worth $477K.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 16% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was Marvell Technology, an estimated $1.62M trimmed.

  • Arta Finance Wealth Management's largest Q2 2026 buy was Intel: 3,417 shares worth $477K.
  • Arta Finance Wealth Management added most to Alphabet (Google) Class C in Q2 2026, an estimated $1.91M increase.
  • Arta Finance Wealth Management's biggest Q2 2026 reduction was Marvell Technology, cutting an estimated $1.62M.
  • Arta Finance Wealth Management fully exited Netflix in Q2 2026, selling an estimated $315K.
  • Arta Finance Wealth Management's ten largest holdings make up 53% of its $234M portfolio in Q2 2026.
  • Arta Finance Wealth Management opened 15 new positions and closed 5 in Q2 2026.
  • Arta Finance Wealth Management's portfolio value rose 15% quarter-over-quarter to $234M.

Based on Arta Finance Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.