Arta Finance Wealth Management
Arta Finance Wealth Management reported 105 stocks worth $211M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VTI (9.6%), BIL (6.9%) and SSO (5.7%). Compared with Q2 2026, the fund opened new positions in XOM, XLI and XLF, added to VTI, TFLO and VEA, trimmed BIL, SSO and USFR and sold out of XOM, UMC and BIDU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $20.3M | 9.6% | 54K | +3,665 (+7%) | 4 of 4 | |
| 2 |  BIL ST Stert Spdr Blmbg 1 3 | $14.6M | 6.9% | 160K | −12K (−7%) | 4 of 4 | |
| 3 |  SSO Proshares TR | $12M | 5.7% | 174K | −5,677 (−3%) | 4 of 4 | |
| 4 |  TFLO Ishares TR | $12M | 5.7% | 237K | +21K (+10%) | 4 of 4 | |
| 5 |  USFR Wisdomtree TR | $11.7M | 5.5% | 232K | −60K (−21%) | 4 of 4 | |
| 6 |  XLP State Street | $11M | 5.2% | 136K | −16K (−11%) | 4 of 4 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $7.5M | 3.6% | 107K | +8,305 (+8%) | 4 of 4 | |
| 8 |  AAPL Apple Inc | $7M | 3.3% | 21K | −14K (−41%) | 4 of 4 | |
| 9 |  XLV State Street | $6.7M | 3.2% | 40K | −17K (−30%) | 4 of 4 | |
| 10 |  MSFT Microsoft Corp | $5.6M | 2.7% | 11K | −13K (−54%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $751K | 5,491 |
 UMC United Microelectronics Corp | $326K | 12K |
 BIDU Baidu Inc F | $304K | 2,660 |
 PDD Pdd Holdings Inc | $291K | 3,811 |
 NTES Netease Inc | $287K | 2,236 |
🔒 Free account: see all 12.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Arta Finance Wealth Management 13F FAQ
What does Arta Finance Wealth Management own?
Arta Finance Wealth Management reported 105 stocks worth $211M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VTI (9.6%), BIL (6.9%) and SSO (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Arta Finance Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 56 added to, 37 trimmed and 12 sold out. New positions include XOM, XLI and XLF. It sold all of XOM, UMC and BIDU.
When will Arta Finance Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Arta Finance Wealth Management's portfolio worth?
The Q3 2026 filing reports $211M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.