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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
Avg Time Held
1.6 quarters
Top 10 Avg Time Held
1.8 quarters
Top 20 Avg Time Held
2 quarters

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 Miscellaneous 59.62%
2 Technology 19.06%
3 Communication Services 9.97%
4 Consumer Discretionary 6.41%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
T icon
76
AT&T
T
$167B
$349K 0.15%
16,868
-291
-2% -$7.22K
2025 Q4
2 quarters
HDV
77
iShares Core High Dividend ETF
HDV
$14.7B
$342K 0.15%
12,463
+178
+1% +$4.84K
2025 Q4
2 quarters
VYM icon
78
Vanguard High Dividend Yield ETF
VYM
$79.4B
$329K 0.14%
2,082
-141
-6% -$22K
2025 Q4
2 quarters
UMC icon
79
United Microelectronic
UMC
$65.9B
$326K 0.14%
11,969
-19,648
-62% -$336K
2025 Q4
2 quarters
EWT icon
80
iShares MSCI Taiwan ETF
EWT
$12.7B
$324K 0.14%
2,979
-397
-12% -$37.1K
2026 Q1
1 quarter
FLJP icon
81
Franklin FTSE Japan ETF
FLJP
$4.16B
$309K 0.13%
7,771
+1,283
+20% +$49.8K
2026 Q1
1 quarter
MCHI icon
82
iShares MSCI China ETF
MCHI
$5.9B
$309K 0.13%
6,048
+1,700
+39% +$95.2K
2026 Q1
1 quarter
BIDU icon
83
Baidu
BIDU
$28.7B
$304K 0.13%
2,660
+93
+4% +$11.5K
2025 Q4
2 quarters
PDD icon
84
Pinduoduo
PDD
$107B
$291K 0.12%
3,811
+841
+28% +$77.7K
2025 Q4
2 quarters
NTES icon
85
NetEase
NTES
$75.1B
$287K 0.12%
2,236
-163
-7% -$19.2K
2025 Q4
2 quarters
VOO icon
86
Vanguard S&P 500 ETF
VOO
$1.05T
$286K 0.12%
+417
New +$278K
2026 Q2
0 quarters
LIN icon
87
Linde
LIN
$221B
$282K 0.12%
544
+85
+19% +$43.1K
2026 Q1
1 quarter
EWY icon
88
iShares MSCI South Korea ETF
EWY
$27.5B
$280K 0.12%
+1,386
New +$245K
2026 Q2
0 quarters
WMT icon
89
Walmart Inc
WMT
$827B
$278K 0.12%
2,451
-50
-2% -$6.21K
2025 Q4
2 quarters
APH icon
90
Amphenol
APH
$214B
$272K 0.12%
+3,090
New +$223K
2026 Q2
0 quarters
KT icon
91
KT
KT
$9.02B
$271K 0.12%
15,665
+2,479
+19% +$49.4K
2025 Q4
2 quarters
FLIN icon
92
Franklin FTSE India ETF
FLIN
$2.5B
$268K 0.11%
+7,528
New +$263K
2026 Q2
0 quarters
TM icon
93
Toyota
TM
$215B
$265K 0.11%
1,575
+290
+23% +$54.9K
2025 Q4
2 quarters
ABT icon
94
Abbott
ABT
$169B
$260K 0.11%
+2,866
New +$262K
2026 Q2
0 quarters
MRK icon
95
Merck
MRK
$356B
$256K 0.11%
1,989
+44
+2% +$5.15K
2026 Q1
1 quarter
V icon
96
Visa
V
$677B
$255K 0.11%
+743
New +$239K
2026 Q2
0 quarters
EPI icon
97
WisdomTree India Earnings Fund ETF
EPI
$1.83B
$249K 0.11%
5,817
-187
-3% -$7.97K
2025 Q4
2 quarters
SCHF icon
98
Schwab International Equity ETF
SCHF
$68B
$248K 0.11%
+8,964
New +$242K
2026 Q2
0 quarters
CAT icon
99
Caterpillar
CAT
$389B
$248K 0.11%
+233
New +$205K
2026 Q2
0 quarters
UPS icon
100
United Parcel Service
UPS
$79.1B
$230K 0.1%
2,140
+89
+4% +$9.25K
2026 Q1
1 quarter
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 Miscellaneous at 60% of assets, down from 64% a quarter earlier, followed by Technology and Communication Services.

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.