account_balance
Investment manager · 13F filer · SEC CIK 2099257
Arta Finance Wealth Management LLC
Reported value$211Mas of Sep 30, 2026
Positions105 11 new, 11 sold out
Top 10 weight51.4%VTI alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
9.6%Added +7%
BILSPDR Series Trust
6.9%Trimmed −7%
SSOProshares Tr
5.7%Trimmed −3%
TFLOiShares Tr
5.7%Added +10%
USFRWisdomtree Tr
5.5%Trimmed −21%
XLPSelect Sector SPDR Tr
5.2%Trimmed −11%
VEAVanguard Tax-Managed FDS
3.6%Added +8%
AAPLApple Inc.
3.3%Trimmed −41%
XLVSelect Sector SPDR Tr
3.2%Trimmed −30%
MSFTMicrosoft Corp
2.7%−54%
METAMeta Platforms, Inc.
2.6%Trimmed −52%
BNDXVanguard Charlotte FDS
2.6%Added +8%
VTIVanguard Index FDS
9.6%Added +7%
BILSPDR Series Trust
6.9%Trimmed −7%
SSOProshares Tr
5.7%Trimmed −3%
TFLOiShares Tr
5.7%Added +10%
USFRWisdomtree Tr
5.5%Trimmed −21%
XLPSelect Sector SPDR Tr
5.2%−11%
VEA3.6%
AAPLApple Inc.
3.3%
XLVSelect Sector SPDR Tr
3.2%
BNDX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 9.6% Added +7%
BIL SPDR Series Trust 6.9% Trimmed −7%
SSO Proshares Tr 5.7% Trimmed −3%
TFLO iShares Tr 5.7% Added +10%
USFR Wisdomtree Tr 5.5% Trimmed −21%
XLP Select Sector SPDR Tr 5.2% Trimmed −11%
VEA Vanguard Tax-Managed FDS 3.6% Added +8%
AAPL Apple Inc. 3.3% Trimmed −41%XLV Select Sector SPDR Tr 3.2% Trimmed −30%
MSFT Microsoft Corp 2.7% Trimmed −54%META Meta Platforms, Inc. 2.6% Trimmed −52%BNDX Vanguard Charlotte FDS 2.6% Added +8%
What changed
Biggest moves since Jun 30, 2026
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