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Arta Finance Wealth Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002099257

$233.7M

disclosed book value

105

positions

8%

largest position share

Positions, as of 2026-06-30

top 100 of 105 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVANGUARD INDEX FDS50,481$18.7M8%
2BILSPDR SERIES TRUST171,979$15.7M6.7%
3USFRWISDOMTREE TR292,338$14.7M6.3%
4XLPSELECT SECTOR SPDR TR152,908$12.7M5.4%
5SSOPROSHARES TR179,193$12.1M5.2%
6TFLOISHARES TR216,130$10.9M4.7%
7AAPLAPPLE INC35,197$10.2M4.4%
8GOOGALPHABET INC28,265$10.0M4.3%
9XLVSELECT SECTOR SPDR TR57,207$9.1M3.9%
10METAMETA PLATFORMS INC15,863$8.9M3.8%
11MSFTMICROSOFT CORP23,811$8.9M3.8%
12AMZNAMAZON COM INC36,114$8.6M3.7%
13VEAVANGUARD TAX-MANAGED FDS98,564$7.0M3%
14BNDXVANGUARD CHARLOTTE FDS106,552$5.1M2.2%
15NVDANVIDIA CORPORATION25,056$5.0M2.1%
16XLUSELECT SECTOR SPDR TR101,541$4.6M2%
17TSLATESLA INC10,771$4.5M1.9%
18BNDVANGUARD BD INDEX FDS57,251$4.2M1.8%
19VWOVANGUARD INTL EQUITY INDEX F62,985$3.8M1.6%
20XLESELECT SECTOR SPDR TR56,521$3.0M1.3%
21GOOGLALPHABET INC7,636$2.7M1.2%
22AMDADVANCED MICRO DEVICES INC3,988$2.3M1%
23XLCSELECT SECTOR SPDR TR20,577$2.2M0.9%
24MRVLMARVELL TECHNOLOGY INC6,277$1.9M0.8%
25IAUISHARES GOLD TR23,852$1.8M0.8%
26SGOLETFS GOLD TR46,117$1.8M0.8%
27SIVRABRDN SILVER ETF TRUST30,582$1.7M0.7%
28ADBEADOBE INC7,861$1.6M0.7%
29CRMSALESFORCE INC10,254$1.6M0.7%
30ISRGINTUITIVE SURGICAL INC3,736$1.5M0.6%
31PLTRPALANTIR TECHNOLOGIES INC12,093$1.4M0.6%
32SYMSYMBOTIC INC29,219$1.3M0.6%
33TWLOTWILIO INC5,744$1.2M0.5%
34TIPISHARES TR10,921$1.2M0.5%
35BOTZGLOBAL X FDS30,786$1.2M0.5%
36AVGOBROADCOM INC2,839$1.1M0.5%
37ORCLORACLE CORP7,098$1.0M0.4%
38VCITVANGUARD SCOTTSDALE FDS9,763$803,6710.3%
39AMATAPPLIED MATLS INC1,104$798,1920.3%
40SCHPSCHWAB STRATEGIC TR29,783$782,6550.3%
41LRCXLAM RESEARCH CORP1,798$779,1270.3%
42ITOTISHARES TR4,735$777,8180.3%
43XOMEXXON MOBIL CORP5,491$750,7300.3%
44MUMICRON TECHNOLOGY INC577$665,9230.3%
45JNKSPDR SERIES TRUST6,892$660,5240.3%
46CDNSCADENCE DESIGN SYSTEM INC1,549$581,3710.2%
47XLKSELECT SECTOR SPDR TR3,043$579,7520.2%
48JNJJOHNSON & JOHNSON2,267$575,7500.2%
49CVXCHEVRON CORPORATION3,438$569,8830.2%
50TSMTAIWAN SEMICONDUCTOR MANUFAC1,177$562,1000.2%
51IBNICICI BANK LIMITED19,335$561,2950.2%
52ABBVABBVIE INC2,191$551,3430.2%
53MMYTMAKEMYTRIP LIMITED MAURITIUS10,292$548,4610.2%
54WITWIPRO LTD243,411$547,6750.2%
55HDBHDFC BANK LTD20,847$538,4780.2%
56INFYINFOSYS LTD51,242$537,5290.2%
57RDYDR REDDYS LABS LTD36,657$531,1600.2%
58MMM3M CO3,259$527,6650.2%
59LLYELI LILLY & CO439$526,5500.2%
60SNPSSYNOPSYS INC1,154$514,7650.2%
61PGPROCTER & GAMBLE CO3,447$505,4680.2%
62INTCINTEL CORP3,417$477,1160.2%
63LSCCLATTICE SEMICONDUCTOR CORP3,006$459,7980.2%
64QCOMQUALCOMM INC2,445$451,8120.2%
65VZVERIZON COMMUNICATIONS INC10,267$434,7050.2%
66STXSEAGATE TECHNOLOGY HLDNGS PL427$412,0550.2%
67BRK/BBERKSHIRE HATHAWAY INC DEL804$402,3140.2%
68SESEA LTD4,115$394,3400.2%
69SCHDSCHWAB STRATEGIC TR12,363$392,0310.2%
70CSCOCISCO SYS INC3,246$379,8540.2%
71JPMJPMORGAN CHASE & CO1,160$378,0000.2%
72PANWPALO ALTO NETWORKS INC1,075$366,5960.2%
73VGKVANGUARD INTL EQUITY INDEX F4,056$359,1180.2%
74BABAALIBABA GROUP HLDG LTD3,672$352,4390.2%
75SPHDINVESCO EXCH TRADED FD TR II6,916$351,6090.2%
76TAT&T INC16,868$349,1680.1%
77HDVISHARES TR12,463$341,6110.1%
78VYMVANGUARD WHITEHALL FDS2,082$329,0180.1%
79UMCUNITED MICROELECTRONICS CORP11,969$325,6760.1%
80EWTISHARES INC2,979$323,5490.1%
81FLJPFRANKLIN TEMPLETON ETF TR7,771$308,8970.1%
82MCHIISHARES TR6,048$308,5990.1%
83BIDUBAIDU INC2,660$304,0110.1%
84PDDPDD HOLDINGS INC3,811$290,7030.1%
85NTESNETEASE COM INC2,236$286,5210.1%
86VOOVANGUARD INDEX FDS417$286,4000.1%
87LINLINDE PLC544$282,3030.1%
88EWYISHARES INC1,386$279,8330.1%
89WMTWALMART INC2,451$277,6000.1%
90APHAMPHENOL CORP1,545$272,4140.1%
91KTKT CORP15,665$270,6910.1%
92FLINFRANKLIN TEMPLETON ETF TR7,528$267,7710.1%
93TMTOYOTA MOTOR CORP1,575$265,2620.1%
94ABTABBOTT LABORATORIES2,866$260,0610.1%
95MRKMERCK & CO INC1,989$255,5860.1%
96VVISA INC743$254,9160.1%
97EPIWISDOMTREE TR5,817$248,8510.1%
98SCHFSCHWAB STRATEGIC TR8,964$248,3030.1%
99CATCATERPILLAR INC233$248,1220.1%
100UPSUNITED PARCEL SVCS INC2,140$230,0500.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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