Arta Finance Wealth Management LLC
96 holdingsFiling period: 2026-03-31Current AUM: $221.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 189.6K | $17.3M | $17.3M | 7.83% | +1.9K | 2026-03-31 |
| 2 | USFR | WISDOMTREE TR | 312.8K | $15.7M | $15.8M | 7.12% | +46.0K | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 46.9K | $15.0M | $17.3M | 7.80% | +7.1K | 2026-03-31 |
| 4 | XLP | SELECT SECTOR SPDR TR | 143.0K | $11.7M | $12.2M | 5.49% | +3.1K | 2026-03-31 |
| 5 | TFLO | ISHARES TR | 228.8K | $11.5M | $11.6M | 5.22% | -47,282 | 2026-03-31 |
| 6 | SSO | PROSHARES TR | 185.5K | $9.6M | $12.4M | 5.61% | +38.9K | 2026-03-31 |
| 7 | XLV | SELECT SECTOR SPDR TR | 58.5K | $8.6M | $9.5M | 4.29% | +2.0K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 33.4K | $8.5M | $10.3M | 4.65% | -400 | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 13.1K | $7.5M | $7.3M | 3.28% | +495 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 19.6K | $7.3M | $9.1M | 4.12% | +1.5K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 34.9K | $7.3M | $9.5M | 4.27% | +2.6K | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 22.9K | $6.6M | $8.2M | 3.69% | +1.3K | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 91.0K | $5.8M | $6.4M | 2.90% | +8.3K | 2026-03-31 |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | 95.7K | $4.6M | $4.6M | 2.06% | +11.3K | 2026-03-31 |
| 15 | XLU | SELECT SECTOR SPDR TR | 88.3K | $4.1M | $3.9M | 1.77% | +2.8K | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 22.1K | $3.8M | $4.4M | 2.00% | +773 | 2026-03-31 |
| 17 | BND | VANGUARD BD INDEX FDS | 51.0K | $3.7M | $3.7M | 1.66% | +3.2K | 2026-03-31 |
| 18 | TSLA | TESLA INC | 8.6K | $3.2M | $2.7M | 1.20% | +791 | 2026-03-31 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | 57.8K | $3.1M | $3.4M | 1.53% | +6.4K | 2026-03-31 |
| 20 | XLE | SELECT SECTOR SPDR TR | 41.8K | $2.6M | $2.5M | 1.12% | -7,538 | 2026-03-31 |
| 21 | SIVR | ABRDN SILVER ETF TRUST | 29.2K | $2.1M | $1.6M | 0.73% | +7.3K | 2026-03-31 |
| 22 | IAU | ISHARES GOLD TR | 23.4K | $2.1M | $1.8M | 0.81% | +6.2K | 2026-03-31 |
| 23 | SGOL | ETFS GOLD TR | 45.1K | $2.0M | $1.7M | 0.79% | +11.9K | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 6.9K | $2.0M | $2.4M | 1.10% | +188 | 2026-03-31 |
| 25 | XLC | SELECT SECTOR SPDR TR | 15.8K | $1.7M | $1.7M | 0.77% | +3.2K | 2026-03-31 |
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