Arta Finance Wealth Management LLC - Portfolio overview

Arta Finance Wealth Management LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 8.56%
2. USFR - WISDOMTREE TR, 7.78%
3. VTI - VANGUARD INDEX FDS, 7.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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