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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
–
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 | Technology | 18.09% |
| 2 | Communication Services | 9.52% |
| 3 | Consumer Discretionary | 6.64% |
| 4 | Financials | 2.13% |
| 5 | Healthcare | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
TSMC
TSM
$2.14T
| $422K | 0.22% |
+1,389
| New | +$408K |
|
52
Eli Lilly
LLY
$1.14T
| $417K | 0.21% |
+388
| New | +$371K |
|
53
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
| $411K | 0.21% |
+2,767
| New | +$408K |
|
54
Alibaba
BABA
$309B
| $409K | 0.21% |
+2,792
| New | +$455K |
|
55
AbbVie
ABBV
$470B
| $399K | 0.2% |
+1,747
| New | +$398K |
|
56
Johnson & Johnson
JNJ
$659B
| $376K | 0.19% |
+1,819
| New | +$360K |
|
57
State Street Technology Select Sector SPDR ETF
XLK
$120B
| $376K | 0.19% |
+2,613
| New | +$377K |
|
58
Chevron
CVX
$404B
| $356K | 0.18% |
+2,338
| New | +$356K |
|
59
Baidu
BIDU
$31.5B
| $339K | 0.17% |
+2,594
| New | +$322K |
|
60
3M
MMM
$93.2B
| $329K | 0.17% |
+2,053
| New | +$336K |
|
61
Pinduoduo
PDD
$128B
| $328K | 0.17% |
+2,891
| New | +$359K |
|
62
WisdomTree India Earnings Fund ETF
EPI
$2.02B
| $322K | 0.16% |
+6,963
| New | +$319K |
|
63
KT
KT
$9.05B
| $310K | 0.16% |
+16,362
| New | +$305K |
|
64
United Microelectronic
UMC
$45.4B
| $309K | 0.16% |
+39,294
| New | +$298K |
|
65
Toyota
TM
$224B
| $306K | 0.16% |
+1,429
| New | +$290K |
|
66
NetEase
NTES
$81.5B
| $291K | 0.15% |
+2,113
| New | +$300K |
|
67
Lam Research
LRCX
$384B
| $290K | 0.15% |
+1,693
| New | +$263K |
|
68
Verizon
VZ
$205B
| $281K | 0.14% |
+7,020
| New | +$285K |
|
69
Procter & Gamble
PG
$336B
| $278K | 0.14% |
+1,937
| New | +$286K |
|
70
Walmart Inc
WMT
$910B
| $271K | 0.14% |
+2,436
| New | +$262K |
|
71
AT&T
T
$172B
| $268K | 0.14% |
+10,898
| New | +$276K |
|
72
Schwab US Dividend Equity ETF
SCHD
$111B
| $257K | 0.13% |
+9,359
| New | +$254K |
|
73
Blackstone
BX
$109B
| $250K | 0.13% |
+1,622
| New | +$246K |
|
74
Cadence Design Systems
CDNS
$86.7B
| $249K | 0.13% |
+797
| New | +$260K |
|
75
Qualcomm
QCOM
$170B
| $245K | 0.12% |
+1,430
| New | +$245K |
|
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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 Technology at 18% of assets, followed by Communication Services and Consumer Discretionary.
- 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.