Arta Finance Wealth Management LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $196 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $17.2B, Ishares Treasury Floating Rate with a value of $13.9B, Wisdomtree Floating Rate Treas with a value of $13.4B, Vanguard Total Stock Market Et with a value of $13.4B, and Consumer Staples Sector Spdr with a value of $10.9B.

Examining the 13F form we can see an increase of $196B in the current position value.

Arta Finance Wealth Management LLC is based out at Mountain View, CA

Below you can find more details about Arta Finance Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $196 Billion
ETFs: $119 Billion
Technology: $34 Billion
Communication Services: $19.9 Billion
Consumer Cyclical: $13 Billion
Financial Services: $5.3 Billion
Healthcare: $2.96 Billion
Energy: $881 Million
Consumer Defensive: $549 Million
Other: $329 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $196 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 90 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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