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Arta Finance Wealth Management LLC — 13F Holdings & Portfolio

CIK 2099257 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Arta Finance Wealth Management LLC manages $233.7M in 13F-reported U.S. long-equity assets across 105 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (7.99%), BIL (6.73%), USFR (6.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions and exited 5; 63 existing positions rose in reported value and 14 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$233.7M

Long-equity book

Holdings
105

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+15 / −5 / ↑63 / ↓14

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VTI8.0% · +8%BIL6.7% · -9%USFR6.3% · -7%XLP5.4% · +7%SSO5.2% · -3%TFLO4.7% · -6%AAPL4.4% · +6%GOOG4.3% · +23%XLV3.9% · -2%META3.8% · +22%MSFT3.8% · +21%AMZN3.7% · +4%VEA3.0% · +8%BNDX2.2% · +11%NVDA2.1% · +14%XLU2.0% · +15%TSLA1.9% · +26%BND1.8% · +12%VWO1.6% · +9%XLE1.3% · +35%GOOGL1.2% · +11%AMD1.0% · -29%XLC0.9% · +30%MRVL0.8% · -56%IAU0.8% · +2%SGOL0.8% · +2%SIVR0.7% · +5%ADBE0.7% · +62%CRM0.7% · +47%ISRG0.6% · +67%PLTR0.6% · +36%SYM0.6% · +48%TWLO0.5% · -26%TIP0.5% · +7%BOTZ0.5% · +11%AVGO0.5% · +6%ORCL0.4% · -6%VCIT0.3% · +12%AMAT0.3% · +25%SCHP0.3% · +10%LRCX0.3% · +1%ITOT0.3% · +24%XOM0.3% · +11%MU0.3% · -4%JNK0.3% · +0%CDNS0.2% · +31%XLK0.2% · +5%JNJ0.2% · +6%CVX0.2% · +17%TSM0.2% · -16%IBN0.2% · -8%ABBV0.2% · -2%MMYT0.2% · -18%WIT0.2% · -3%HDB0.2% · +4%INFY0.2% · +23%RDY0.2% · -5%MMM0.2% · -4%LLY0.2% · +8%SNPS0.2% · +71%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 52.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 25, 2026.

Assets Under Management
$153.4M
Discretionary
$153.4M
Employees
68
Accounts
1,091
Address
153 CASTRO STREET
SUITE 200
MOUNTAIN VIEW, CA 94041
Phone
(650) 318-3898
Website
Name Title / Status Ownership Type
ARTA FINANCE INC. ControlPARENT COMPANY
since Jul 2021
75% or moreDomestic Entity
LIN, FELIX ControlCEO
since Feb 2026
Less than 5%Individual
WONG, VICTORIA ControlGENERAL COUNSEL / CCO
since Feb 2026
Less than 5%Individual
YAGNIK, CHIRAG, NARENDRAKUMAR ControlCHIEF INVESTMENT OFFICER
since Jul 2021
Less than 5%Individual
Ownership & leadership changes · 6 filings with changes since Mar 10, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • No longer listedSENGUPTA, CAESAR · OWNER · 5–10% · control person · listed since Feb 2026
  • No longer listedSHAPIRO, DAVID, JON · OWNER · 5–10% · control person · listed since Feb 2026
  • AddedYAGNIK, CHIRAG, NARENDRAKUMAR · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ChangedLIN, FELIX · ownership 5–10% → Less than 5%
Mar 3, 2026 filing
  • No longer listedPESA, ADRIEN, THOMAS · CCO · Less than 5% · control person · listed since Jan 2025
  • AddedWONG, VICTORIA · GENERAL COUNSEL / CCO · Less than 5% · control person
  • ChangedLIN, FELIX · title PRESIDENT → CEO
  • ChangedSENGUPTA, CAESAR · title CEO → OWNER
  • ChangedSHAPIRO, DAVID, JON · title SECRETARY → OWNER
Feb 18, 2025 filing
  • No longer listedWILKINSON, DAVID, FRANCIS · CCO · Less than 5% · control person · listed since Apr 2024
  • AddedPESA, ADRIEN, THOMAS · CCO · Less than 5% · control person
Jan 6, 2025 filing
  • AddedARTA FINANCE INC. · PARENT COMPANY · 75% or more · control person
Apr 9, 2024 filing
  • No longer listedAVNET, MITCHELL, STEVEN · CCO · Less than 5% · listed since Jan 2022
  • AddedWILKINSON, DAVID, FRANCIS · CCO · Less than 5% · control person
Mar 29, 2024 filing
  • ChangedSENGUPTA, CAESAR · ownership 10–25% → 5–10%
Mar 10, 2022 filing (earliest on record)
  • ListedAVNET, MITCHELL, STEVEN · CCO · Less than 5%
  • ListedLIN, FELIX · PRESIDENT · 5–10% · control person
  • ListedSENGUPTA, CAESAR · CEO · 10–25% · control person
  • ListedSHAPIRO, DAVID, JON · SECRETARY · 5–10% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 63 →

Top Trims

Show all 14 →

New Positions

Show all 15 →

Exited Positions

Show all 5 →

Arta Finance Wealth Management LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $18.7M 7.99% 50,481 SH
2 SPDR SERIES TRUST BIL 78468R663 $15.7M 6.73% 171,979 SH
3 WISDOMTREE TR USFR 97717Y527 $14.7M 6.30% 292,338 SH
4 SELECT SECTOR SPDR TR XLP 81369Y308 $12.7M 5.44% 152,908 SH
5 PROSHARES TR SSO 74347R107 $12.1M 5.17% 179,193 SH
6 ISHARES TR TFLO 46434V860 $10.9M 4.67% 216,130 SH
7 APPLE INC AAPL 037833100 $10.2M 4.36% 35,197 SH
8 ALPHABET INC GOOG 02079K107 $10.0M 4.27% 28,265 SH
9 SELECT SECTOR SPDR TR XLV 81369Y209 $9.1M 3.88% 57,207 SH
10 META PLATFORMS INC META 30303M102 $8.9M 3.82% 15,863 SH
11 MICROSOFT CORP MSFT 594918104 $8.9M 3.80% 23,811 SH
12 AMAZON COM INC AMZN 023135106 $8.6M 3.68% 36,114 SH
13 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.0M 3.01% 98,564 SH
14 VANGUARD CHARLOTTE FDS BNDX 92203J407 $5.1M 2.20% 106,552 SH
15 NVIDIA CORPORATION NVDA 67066G104 $5.0M 2.15% 25,056 SH
16 SELECT SECTOR SPDR TR XLU 81369Y886 $4.6M 1.97% 101,541 SH
17 TESLA INC TSLA 88160R101 $4.5M 1.94% 10,771 SH
18 VANGUARD BD INDEX FDS BND 921937835 $4.2M 1.79% 57,251 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $3.8M 1.61% 62,985 SH
20 SELECT SECTOR SPDR TR XLE 81369Y506 $3.0M 1.28% 56,521 SH
21 ALPHABET INC GOOGL 02079K305 $2.7M 1.17% 7,636 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $2.3M 0.99% 3,988 SH
23 SELECT SECTOR SPDR TR XLC 81369Y852 $2.2M 0.94% 20,577 SH
24 MARVELL TECHNOLOGY INC MRVL 573874104 $1.9M 0.80% 6,277 SH
25 ISHARES GOLD TR IAU 464285204 $1.8M 0.77% 23,852 SH
26 ETFS GOLD TR SGOL 00326A104 $1.8M 0.75% 46,117 SH
27 ABRDN SILVER ETF TRUST SIVR 003264108 $1.7M 0.74% 30,582 SH
28 ADOBE INC ADBE 00724F101 $1.6M 0.69% 7,861 SH
29 SALESFORCE INC CRM 79466L302 $1.6M 0.69% 10,254 SH
30 INTUITIVE SURGICAL INC ISRG 46120E602 $1.5M 0.64% 3,736 SH
31 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.4M 0.60% 12,093 SH
32 SYMBOTIC INC SYM 87151X101 $1.3M 0.56% 29,219 SH
33 TWILIO INC TWLO 90138F102 $1.2M 0.51% 5,744 SH
34 ISHARES TR TIP 464287176 $1.2M 0.51% 10,921 SH
35 GLOBAL X FDS BOTZ 37954Y715 $1.2M 0.50% 30,786 SH
36 BROADCOM INC AVGO 11135F101 $1.1M 0.46% 2,839 SH
37 ORACLE CORP ORCL 68389X105 $1.0M 0.45% 7,098 SH
38 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $803.7K 0.34% 9,763 SH
39 APPLIED MATLS INC AMAT 038222105 $798.2K 0.34% 1,104 SH
40 SCHWAB STRATEGIC TR SCHP 808524870 $782.7K 0.33% 29,783 SH
41 LAM RESEARCH CORP LRCX 512807306 $779.1K 0.33% 1,798 SH
42 ISHARES TR ITOT 464287150 $777.8K 0.33% 4,735 SH
43 EXXON MOBIL CORP XOM 30231G102 $750.7K 0.32% 5,491 SH
44 MICRON TECHNOLOGY INC MU 595112103 $665.9K 0.29% 577 SH
45 SPDR SERIES TRUST JNK 78468R622 $660.5K 0.28% 6,892 SH
46 CADENCE DESIGN SYSTEM INC CDNS 127387108 $581.4K 0.25% 1,549 SH
47 SELECT SECTOR SPDR TR XLK 81369Y803 $579.8K 0.25% 3,043 SH
48 JOHNSON & JOHNSON JNJ 478160104 $575.8K 0.25% 2,267 SH
49 CHEVRON CORPORATION CVX 166764100 $569.9K 0.24% 3,438 SH
50 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $562.1K 0.24% 1,177 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $233.7M 105 0002099257-26-000003
2026-03-31 2026-04-20 $202.4M 95 0002099257-26-000002
2025-12-31 2026-01-20 $196.0M 90 0002099257-26-000001
Filer Information
Address
153 CASTRO ST
STE 200
MOUNTAIN VIEW, CA 94041
Phone
(650) 318-3898
Filing Manager
Arta Finance Wealth Management LLC
MOUNTAIN VIEW, CA
Signatory
Kate Miller
Financial Operations