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 |
|---|---|---|---|
| NVGNuveen Amt Free Mun Cr Inc F | $13.4M | 11.4% | −6.3% |
| PSIInvesco Exchange Traded Fd T | $12.2M | 10.5% | +1.1% |
| SPHQInvesco Exchange Traded Fd T | $10.6M | 9.1% | +12.5% |
| IGSBIshares Tr | $9.4M | 8.0% | +2.8% |
| VTVVanguard Index Fds | $8.2M | 7.0% | +14.9% |
| PPAInvesco Exchange Traded Fd T | $7.4M | 6.3% | |
| HACKAmplify Etf Tr | $6.0M | 5.1% | +1.1% |
| BILSpdr Series Trust | $5.7M | 4.9% | +29.4% |
| AMLPAlps Etf Tr | $4.7M | 4.0% | +7.3% |
| GLDSpdr Gold Tr | $3.6M | 3.1% | +4.9% |
| XLBSelect Sector Spdr Tr | $3.2M | 2.7% | −3.1% |
| IYEIshares Tr | $2.7M | 2.3% | |
| VHTVanguard World Fd | $2.6M | 2.2% | −1.8% |
| IETCIshares U S Etf Tr | $2.1M | 1.8% | +12.3% |
| VGITVanguard Scottsdale Fds | $1.8M | 1.5% | +93.1% |
| HYMBSpdr Series Trust | $1.5M | 1.3% | +8.1% |
| MSFTMicrosoft Corp | $1.4M | 1.2% | −2.4% |
| AMZNAmazon Com Inc | $1.3M | 1.1% | −1.4% |
| CSWCsw Industrials Inc | $1.2M | 1.0% | New |
| AAPLApple Inc | $1.0M | 0.9% | −10.2% |
| SLVIshares Silver Tr | $999K | 0.9% | +13.4% |
| AMDAdvanced Micro Devices Inc | $967K | 0.8% | |
| XLKSelect Sector Spdr Tr | $882K | 0.8% | +1.7% |
| MUMicron Technology Inc | $779K | 0.7% | −15.7% |
| VIGIVanguard Whitehall Fds | $778K | 0.7% |
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% | $967K |
| PSIInvesco Exchange Traded Fd T | December 31, 2025 | +138.2% | $12.2M |
| TRGPTarga Res Corp | December 31, 2025 | +45.3% | $388K |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $882K |
| HACKAmplify Etf Tr | December 31, 2025 | +30.6% | $6.0M |
| SPHQInvesco Exchange Traded Fd T | December 31, 2025 | +20.1% | $10.6M |
| IYEIshares Tr | December 31, 2025 | +19.1% | $2.7M |
| ETEnergy Transfer L P | December 31, 2025 | +15.9% | $447K |
| EPDEnterprise Prods Partners L | December 31, 2025 | +14.7% | $577K |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $355K |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | +4.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Artesa Financial Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109808&type=13F-HR&dateb=&owner=include&count=40CIK 2109808
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109808/000210980826000003/Filed July 27, 2026 · accession 0002109808-26-000003