Arta Finance Wealth Management LLC reported 69 positions worth $81.23M for the quarter ended Sep 30, 2026, down 18.5% on the prior quarter. It opened 9 new positions, added to 32, trimmed 28 and exited 10. Its largest holding is Apple Inc. at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | +2,131 | +19.8% | $756.10K | 5.64% |
| GOOGL Alphabet Inc. | +1,500 | +19.6% | $516.12K | 3.87% |
| MRVL Marvell Technology, Inc. | +1,883 | +30.0% | $497.40K | 2.65% |
| NOW ServiceNow, Inc. | +2,960 | – | $396.67K | 0.488% |
| ISRG Intuitive Surgical Inc | +924 | +24.7% | $375.73K | 2.33% |
| OKTA Okta, Inc. | +1,198 | – | $250.51K | 0.308% |
| FFIV F5, Inc. | +528 | – | $235.06K | 0.289% |
| EMR Emerson Electric Co | +1,490 | – | $231.10K | 0.284% |
| KO Coca Cola Co | +2,649 | – | $228.03K | 0.281% |
| TENB Tenable Holdings, Inc. | +6,099 | – | $221.94K | 0.273% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -12.8K | -53.8% | $6.57M | 6.94% |
| META Meta Platforms, Inc. | -8,294 | -52.3% | $6.01M | 6.76% |
| AMZN Amazon Com Inc | -20.0K | -55.3% | $4.98M | 4.95% |
| AAPL Apple Inc. | -14.3K | -40.6% | $4.76M | 8.57% |
| GOOG Alphabet Inc. | -13.2K | -46.6% | $4.49M | 6.33% |
| CRM Salesforce, Inc. | -2,788 | -27.2% | $640.04K | 2.11% |
| PLTR Palantir Technologies Inc. | -2,835 | -23.4% | $530.29K | 2.13% |
| NVDA Nvidia Corp | -1,784 | -7.1% | $407.43K | 6.54% |
| UMC United Microelectronics Corp | -12.0K | -100.0% | $325.68K | Exited |
| BIDU Baidu, Inc. | -2,660 | -100.0% | $304.01K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NOW ServiceNow, Inc. | +2,960 | $396.67K | 0.488% |
| OKTA Okta, Inc. | +1,198 | $250.51K | 0.308% |
| FFIV F5, Inc. | +528 | $235.06K | 0.289% |
| EMR Emerson Electric Co | +1,490 | $231.10K | 0.284% |
| KO Coca Cola Co | +2,649 | $228.03K | 0.281% |
| TENB Tenable Holdings, Inc. | +6,099 | $221.94K | 0.273% |
| CRWD CrowdStrike Holdings, Inc. | +771 | $204.12K | 0.251% |
| MA Mastercard Inc | +365 | $200.98K | 0.247% |
| CXM Sprinklr, Inc. | +10.7K | $52.84K | 0.065% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| UMC United Microelectronics Corp | -12.0K | $325.68K | 0.327% |
| BIDU Baidu, Inc. | -2,660 | $304.01K | 0.305% |
| PDD PDD Holdings Inc. | -3,811 | $290.70K | 0.292% |
| NTES NetEase, Inc. | -2,236 | $286.52K | 0.288% |
| KT Kt Corp | -15.7K | $270.69K | 0.272% |
| TM Toyota Motor Corp/ | -1,575 | $265.26K | 0.266% |
| CAT Caterpillar Inc | -233 | $248.12K | 0.249% |
| GE General Electric Co | -591 | $220.60K | 0.221% |
| MS Morgan Stanley | -1,014 | $211.97K | 0.213% |
| ASML Asml Holding Nv | -106 | $210.88K | 0.212% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 20.9K | $6.96M | 8.57% | -14.3K | -40.6% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 11.0K | $5.64M | 6.94% | -12.8K | -53.8% | Reduced | 0% |
| 3 | META Meta Platforms, Inc. | Technology | 7,569 | $5.49M | 6.76% | -8,294 | -52.3% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 23.3K | $5.31M | 6.54% | -1,784 | -7.1% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 15.1K | $5.14M | 6.33% | -13.2K | -46.6% | Reduced | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 12.9K | $4.58M | 5.64% | +2,131 | +19.8% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 16.1K | $4.02M | 4.95% | -20.0K | -55.3% | Reduced | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 9,136 | $3.14M | 3.87% | +1,500 | +19.6% | Added | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 4,219 | $2.58M | 3.18% | +231 | +5.8% | Added | 0% |
| 10 | MRVL Marvell Technology, Inc. | Technology | 8,160 | $2.16M | 2.65% | +1,883 | +30.0% | Added | 0% |
| 11 | ISRG Intuitive Surgical Inc | Healthcare | 4,660 | $1.89M | 2.33% | +924 | +24.7% | Added | 0% |
| 12 | IAU Ishares Gold Trust | Others | 24.0K | $1.88M | 2.31% | +196 | +0.8% | Added | 0% |
| 13 | SGOL abrdn Gold ETF Trust | Others | 46.5K | $1.84M | 2.26% | +374 | +0.8% | Added | 0.03% |
| 14 | SIVR abrdn Silver ETF Trust | Others | 31.0K | $1.78M | 2.19% | +462 | +1.5% | Added | 0.04% |
| 15 | ADBE Adobe Inc. | Technology | 7,316 | $1.76M | 2.16% | -545 | -6.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Arta Finance Wealth Management.
As of its Q3 2026 13F filing, Arta Finance Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 8.6%, Microsoft Corp (MSFT) at 6.9%, Meta Platforms, Inc. (META) at 6.8%, Nvidia Corp (NVDA) at 6.5%, Alphabet Inc. (GOOG) at 6.3% of the reported portfolio.
Arta Finance Wealth Management LLC reported a 13F portfolio worth $81.23M across 69 positions for Q3 2026. That is down 18.5% from the previous quarter.
Its largest purchases by value were Tesla, Inc. ($756.10K), Alphabet Inc. ($516.12K), Marvell Technology, Inc. ($497.40K). It opened 9 new positions.
Its largest sales by value were Microsoft Corp ($6.57M), Meta Platforms, Inc. ($6.01M), Amazon Com Inc ($4.98M). It exited 10 positions entirely.
From the Form 13F-HR reports Arta Finance Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.