Arta Finance Wealth Management LLC

Arta Finance Wealth Management LLC reported 105 holdings worth US$234M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Arta Finance Wealth Management LLC reported 105 holdings worth US$234M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Meta Platforms, Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
105
Value as reported
US$234M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C35,581US$12.7M5.4%
Apple Inc35,197US$10.2M4.4%
Meta Platforms, Inc.15,863US$8.94M3.8%
Microsoft Corp.23,811US$8.88M3.8%
Amazon.com, Inc.36,114US$8.61M3.7%
Nvidia Corporation25,056US$5.01M2.1%
Tesla, Inc.10,771US$4.53M1.9%
Advanced Micro Devices Inc3,988US$2.32M0.99%
Marvell Technology, Inc.6,277US$1.87M0.80%
Adobe Inc.7,861US$1.61M0.69%
Salesforce, Inc.10,254US$1.61M0.69%
Intuitive Surgical, Inc.3,736US$1.49M0.64%
Palantir Technologies Inc.12,093US$1.41M0.60%
Symbotic Inc.29,219US$1.31M0.56%
Twilio Inc.5,744US$1.19M0.51%
Broadcom Inc.2,839US$1.07M0.46%
Oracle Corporation7,098US$1.04M0.45%
Applied Materials, Inc.1,104US$798K0.34%
Lam Research Corporation1,798US$779K0.33%
Exxon Mobil Corporation5,491US$751K0.32%
Micron Technology, Inc.577US$666K0.29%
Cadence Design Systems, Inc.1,549US$581K0.25%
Johnson & Johnson2,267US$576K0.25%
Chevron Corporation3,438US$570K0.24%
Taiwan Semiconductor Manufacturing Co., Ltd.1,177US$562K0.24%
Icici Bank Limited19,335US$561K0.24%
Abbvie Inc.2,191US$551K0.24%
Wipro Limited243KUS$548K0.23%
Hdfc Bank Limited20,847US$538K0.23%
Infosys Limited51,242US$538K0.23%
Dr. Reddy's Laboratories Ltd.36,657US$531K0.23%
3m Company3,259US$528K0.23%
Eli Lilly And Company439US$527K0.23%
Synopsys, Inc.1,154US$515K0.22%
Procter & Gamble Company (the)3,447US$505K0.22%
Intel Corporation3,417US$477K0.20%
Lattice Semiconductor Corporation3,006US$460K0.20%
Qualcomm Incorporated2,445US$452K0.19%
Verizon Communications Inc.10,267US$435K0.19%
Berkshire Hathaway Inc.804US$402K0.17%
Cisco Systems, Inc.3,246US$380K0.16%
Jp Morgan Chase & Co.1,160US$378K0.16%
Palo Alto Networks, Inc.1,075US$367K0.16%
At&t Inc.16,868US$349K0.15%
United Microelectronics Corp.11,969US$326K0.14%
Walmart Inc.2,451US$278K0.12%
Amphenol Corporation1,545US$272K0.12%
Kt Corporation15,665US$271K0.12%
Toyota Motor Corp.1,575US$265K0.11%
Abbott Laboratories2,866US$260K0.11%
Merck & Company, Inc.1,989US$256K0.11%
Visa Inc.743US$255K0.11%
Caterpillar, Inc.233US$248K0.11%
United Parcel Service, Inc.2,140US$230K0.10%
Ge Aerospace591US$221K0.09%
Morgan Stanley1,014US$212K0.09%
Asml Holding Nv106US$211K0.09%
Prospect Capital Corporation27,606US$63,7700.03%
Mckesson Corporation0US$00.00%
Netflix, Inc.0US$00.00%
Mastercard Incorporated0US$00.00%
Costco Wholesale Corporation0US$00.00%

Source

View original at SEC

Related