Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $18.7M | 8.0% | +7.6% |
| BILSpdr Series Trust | $15.7M | 6.7% | −9.3% |
| USFRWisdomtree Tr | $14.7M | 6.3% | −6.6% |
| XLPSelect Sector Spdr Tr | $12.7M | 5.4% | +6.9% |
| SSOProshares Tr | $12.1M | 5.2% | −3.4% |
| TFLOIshares Tr | $10.9M | 4.7% | −5.5% |
| AAPLApple Inc | $10.2M | 4.4% | +5.5% |
| GOOGAlphabet Inc | $10.0M | 4.3% | +23.3% |
| XLVSelect Sector Spdr Tr | $9.1M | 3.9% | −2.2% |
| METAMeta Platforms Inc | $8.9M | 3.8% | +21.6% |
| MSFTMicrosoft Corp | $8.9M | 3.8% | +21.3% |
| AMZNAmazon Com Inc | $8.6M | 3.7% | +3.6% |
| VEAVanguard Tax-managed Fds | $7.0M | 3.0% | +8.3% |
| BNDXVanguard Charlotte Fds | $5.1M | 2.2% | +11.4% |
| NVDANvidia Corporation | $5.0M | 2.1% | +13.6% |
| XLUSelect Sector Spdr Tr | $4.6M | 2.0% | +15.0% |
| TSLATesla Inc | $4.5M | 1.9% | +25.7% |
| BNDVanguard Bd Index Fds | $4.2M | 1.8% | +12.2% |
| VWOVanguard Intl Equity Index F | $3.8M | 1.6% | +8.9% |
| XLESelect Sector Spdr Tr | $3.0M | 1.3% | +35.1% |
| GOOGLAlphabet Inc | $2.7M | 1.2% | +11.1% |
| AMDAdvanced Micro Devices Inc | $2.3M | 1.0% | −28.9% |
| XLCSelect Sector Spdr Tr | $2.2M | 0.9% | +30.5% |
| MRVLMarvell Technology Inc | $1.9M | 0.8% | −56.2% |
| IAUIshares Gold Tr | $1.8M | 0.8% | +1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $2.3M |
| AMATApplied Matls Inc | March 31, 2026 | +111.5% | $798K |
| TWLOTwilio Inc | December 31, 2025 | +45.1% | $1.2M |
| XLESelect Sector Spdr Tr | December 31, 2025 | +18.8% | $3.0M |
| SSOProshares Tr | December 31, 2025 | +16.3% | $12.1M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $2.7M |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $7.0M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $10.0M |
| VWOVanguard Intl Equity Index F | December 31, 2025 | +11.0% | $3.8M |
| VTIVanguard Index Fds | December 31, 2025 | +10.4% | $18.7M |
Sold off last quarter
- NFLXNetflix Inc. was $315K
- XLISelect Sector Spdr Tr was $305K
- COSTCostco Wholesale Corporation was $296K
- MAMastercard Incorporated was $206K
- MCKMckesson Corp was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.2% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arta Finance Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2099257&type=13F-HR&dateb=&owner=include&count=40CIK 2099257
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2099257/000209925726000003/Filed August 13, 2026 · accession 0002099257-26-000003