Artesa Financial Group, LLC - Portfolio overview

Artesa Financial Group, LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

  1. NVG - NUVEEN AMT FREE MUN CR INC F, 13.09%
  2. IGSB - ISHARES TR, 8.75%
  3. SPHQ - INVESCO EXCHANGE TRADED FD T, 7.51%

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

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