Arta Finance Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002099257
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
71.8%
Arta Finance Wealth Management LLC — $112M AUM allocation strategy
Arta Finance Wealth Management LLC files SEC Form 13F and reports $112M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.2%, followed by Communication Services 14.4% and Consumer Discretionary 9.3%.
The top 10 holdings account for 72% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Arta Finance Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$112M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
72% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTI +7.09K sh · +$1.7M+$T +6.26K sh · +$230K+$XLC +3.2K sh · +$269K
Biggest trims (shares)
−$XLE −7.54K sh · +$355K−$MRVL −1.29K sh · +$93.5K−$JPM −550 sh · −$203K
Exited to nil (held last quarter, gone now)
$BX ($250K last qtr)$V ($243K last qtr)$KKR ($224K last qtr)$APH ($217K last qtr)$APO ($211K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services14.4%—
- Technology Hardware, Storage & Peripherals7.6%—
- Systems Software6.5%—
- Broadline Retail6.5%—
- Semiconductors5.7%—
- Application Software4.3%—
- Automobile Manufacturers2.9%—
- Other holdings52.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 33.4K | $8.47M | -400 | 7.6% |
| $META | Meta Platforms Inc | 13.1K | $7.47M | +495 | 6.7% |
| $MSFT | Microsoft Corporation | 19.6K | $7.27M | +1.54K | 6.5% |
| $AMZN | Amazon.com Inc | 34.9K | $7.26M | +2.65K | 6.5% |
| $GOOGL | Alphabet Inc | 22.9K | $6.58M | +1.29K | 5.9% |
| $NVDA | NVIDIA Corporation | 22.1K | $3.85M | +773 | 3.4% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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