☆Arta Finance Wealth Management LLC
Quality Q
0.433
AUM ($M)
234
Positions
105
Turnover
0.08
Top-10 wt
53%
Herfindahl
0.037
History (qtrs)
3
Excess Return
—
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Holdings · 110 positions · portfolio value $234M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 8.0% | +0.6% | 18.7 | 50,481 | +3,573 | 2 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 6.7% | -1.8% | 15.7 | 171,979 | -17,646 | 2 | — |
| ☆USFR funds › | WISDOMTREE TR | TRIM | — | 6.3% | -1.5% | 14.7 | 292,338 | -20,505 | 2 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | ADD | — | 5.4% | -0.4% | 12.7 | 152,908 | +9,935 | 2 | — |
| ☆SSO funds › | PROSHARES TR | TRIM | — | 5.2% | +0.4% | 12.1 | 179,193 | -6,335 | 2 | — |
| ☆TFLO funds › | ISHARES TR | TRIM | — | 4.7% | -1.0% | 10.9 | 216,130 | -12,650 | 2 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 4.4% | +0.2% | 10.2 | 35,197 | +1,835 | 2 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 4.3% | +1.0% | 10.0 | 28,265 | +5,332 | 2 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 3.9% | -0.4% | 9.1 | 57,207 | -1,294 | 2 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 3.8% | +0.1% | 8.9 | 15,863 | +2,813 | 2 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.8% | +0.2% | 8.9 | 23,811 | +4,177 | 2 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.7% | +0.1% | 8.6 | 36,114 | +1,257 | 2 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 3.0% | +0.1% | 7.0 | 98,564 | +7,536 | 2 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | ADD | — | 2.2% | -0.1% | 5.1 | 106,552 | +10,879 | 2 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.1% | +0.2% | 5.0 | 25,056 | +3,000 | 2 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 2.0% | -0.0% | 4.6 | 101,541 | +13,217 | 2 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 1.9% | +0.4% | 4.5 | 10,771 | +2,200 | 2 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 1.8% | -0.1% | 4.2 | 57,251 | +6,237 | 2 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 1.6% | +0.1% | 3.8 | 62,985 | +5,154 | 2 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 1.3% | +0.0% | 3.0 | 56,521 | +14,696 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 1.2% | +0.2% | 2.7 | 7,636 | +765 | 2 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 1.0% | +0.4% | 2.3 | 3,988 | -1,620 | 2 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | ADD | — | 0.9% | +0.1% | 2.2 | 20,577 | +4,810 | 2 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 0.8% | +0.1% | 1.9 | 6,277 | -8,069 | 2 | — |
| ☆IAU funds › | ISHARES GOLD TR | ADD | — | 0.8% | -0.3% | 1.8 | 23,852 | +412 | 2 | — |
| ☆SGOL funds › | ETFS GOLD TR | ADD | — | 0.8% | -0.2% | 1.8 | 46,117 | +1,018 | 2 | — |
| ☆SIVR funds › | ABRDN SILVER ETF TRUST | ADD | — | 0.7% | -0.3% | 1.7 | 30,582 | +1,396 | 2 | — |
| ☆ADBE funds › | ADOBE INC | ADD | — | 0.7% | +0.1% | 1.6 | 7,861 | +3,007 | 2 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.7% | +0.0% | 1.6 | 10,254 | +3,286 | 2 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.6% | +0.1% | 1.5 | 3,736 | +1,500 | 2 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.6% | -0.0% | 1.4 | 12,093 | +3,199 | 2 | — |
| ☆SYM funds › | SYMBOTIC INC | ADD | — | 0.6% | +0.0% | 1.3 | 29,219 | +9,446 | 2 | — |
| ☆TWLO funds › | TWILIO INC | TRIM | — | 0.5% | +0.0% | 1.2 | 5,744 | -1,998 | 2 | — |
| ☆TIP funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 1.2 | 10,921 | +725 | 2 | — |
| ☆BOTZ funds › | GLOBAL X FDS | ADD | — | 0.5% | +0.0% | 1.2 | 30,786 | +3,160 | 2 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.5% | +0.1% | 1.1 | 2,839 | +167 | 2 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.4% | -0.1% | 1.0 | 7,098 | -495 | 2 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.3% | -0.0% | 0.8 | 9,763 | +1,047 | 2 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 0.3% | +0.2% | 0.8 | 1,104 | +219 | 2 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | -0.0% | 0.8 | 29,783 | +2,703 | 2 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | ADD | — | 0.3% | +0.1% | 0.8 | 1,798 | +22 | 2 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 0.3% | +0.1% | 0.8 | 4,735 | +916 | 2 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.3% | -0.1% | 0.8 | 5,491 | +537 | 2 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 0.3% | +0.2% | 0.7 | 577 | -25 | 2 | — |
| ☆JNK funds › | SPDR SERIES TRUST | ADD | — | 0.3% | -0.0% | 0.7 | 6,892 | +29 | 2 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | ADD | — | 0.2% | +0.1% | 0.6 | 1,549 | +370 | 2 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | +0.1% | 0.6 | 3,043 | +157 | 2 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.2% | -0.0% | 0.6 | 2,267 | +132 | 2 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.2% | -0.1% | 0.6 | 3,438 | +490 | 2 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 0.2% | +0.0% | 0.6 | 1,177 | -223 | 2 | — |
| ☆IBN funds › | ICICI BANK LIMITED | TRIM | — | 0.2% | -0.0% | 0.6 | 19,335 | -1,744 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.2% | -0.0% | 0.6 | 2,191 | -33 | 2 | — |
| ☆MMYT funds › | MAKEMYTRIP LIMITED MAURITIUS | TRIM | — | 0.2% | +0.0% | 0.5 | 10,292 | -2,321 | 2 | — |
| ☆WIT funds › | WIPRO LTD | TRIM | — | 0.2% | -0.0% | 0.5 | 243,411 | -7,870 | 2 | — |
| ☆HDB funds › | HDFC BANK LTD | ADD | — | 0.2% | -0.0% | 0.5 | 20,847 | +778 | 2 | — |
| ☆INFY funds › | INFOSYS LTD | ADD | — | 0.2% | -0.0% | 0.5 | 51,242 | +9,484 | 2 | — |
| ☆RDY funds › | DR REDDYS LABS LTD | TRIM | — | 0.2% | -0.0% | 0.5 | 36,657 | -1,986 | 2 | — |
| ☆MMM funds › | 3M CO | TRIM | — | 0.2% | -0.0% | 0.5 | 3,259 | -127 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.2% | +0.0% | 0.5 | 439 | +34 | 2 | — |
| ☆SNPS funds › | SYNOPSYS INC | ADD | — | 0.2% | +0.1% | 0.5 | 1,154 | +478 | 2 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.2% | +0.0% | 0.5 | 3,447 | +547 | 2 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.2% | +0.2% | 0.5 | 3,417 | +3,417 | 1 | — |
| ☆LSCC funds › | LATTICE SEMICONDUCTOR CORP | ADD | — | 0.2% | +0.1% | 0.5 | 3,006 | +643 | 2 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.2% | +0.1% | 0.5 | 2,445 | +387 | 2 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.2% | -0.0% | 0.4 | 10,267 | +1,145 | 2 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.2% | +0.2% | 0.4 | 427 | +427 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.2% | +0.0% | 0.4 | 804 | +250 | 2 | — |
| ☆SE funds › | SEA LTD | TRIM | — | 0.2% | -0.0% | 0.4 | 4,115 | -307 | 2 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | -0.0% | 0.4 | 12,363 | +483 | 2 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.2% | +0.0% | 0.4 | 3,246 | +115 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.2% | +0.0% | 0.4 | 1,160 | +202 | 2 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.2% | +0.2% | 0.4 | 1,075 | +1,075 | 1 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.2% | -0.0% | 0.4 | 4,056 | -123 | 2 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | ADD | — | 0.2% | -0.0% | 0.4 | 3,672 | +639 | 2 | — |
| ☆SPHD funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.2% | -0.0% | 0.4 | 6,916 | -2 | 2 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.1% | -0.1% | 0.3 | 16,868 | -291 | 2 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 12,463 | +10,006 | 2 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 2,082 | -141 | 2 | — |
| ☆UMC funds › | UNITED MICROELECTRONICS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 11,969 | -19,648 | 2 | — |
| ☆EWT funds › | ISHARES INC | TRIM | — | 0.1% | +0.0% | 0.3 | 2,979 | -397 | 2 | — |
| ☆FLJP funds › | FRANKLIN TEMPLETON ETF TR | ADD | — | 0.1% | +0.0% | 0.3 | 7,771 | +1,283 | 2 | — |
| ☆MCHI funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 6,048 | +1,700 | 2 | — |
| ☆BIDU funds › | BAIDU INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,660 | +93 | 2 | — |
| ☆PDD funds › | PDD HOLDINGS INC | ADD | — | 0.1% | -0.0% | 0.3 | 3,811 | +841 | 2 | — |
| ☆NTES funds › | NETEASE COM INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,236 | -163 | 2 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 417 | +417 | 1 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.1% | +0.0% | 0.3 | 544 | +85 | 2 | — |
| ☆EWY funds › | ISHARES INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,386 | +1,386 | 1 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,451 | -50 | 2 | — |
| ☆APH funds › | AMPHENOL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,545 | +1,545 | 1 | — |
| ☆KT funds › | KT CORP | ADD | — | 0.1% | -0.0% | 0.3 | 15,665 | +2,479 | 2 | — |
| ☆FLIN funds › | FRANKLIN TEMPLETON ETF TR | NEW | — | 0.1% | +0.1% | 0.3 | 7,528 | +7,528 | 1 | — |
| ☆TM funds › | TOYOTA MOTOR CORP | ADD | — | 0.1% | -0.0% | 0.3 | 1,575 | +290 | 2 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | NEW | — | 0.1% | +0.1% | 0.3 | 2,866 | +2,866 | 1 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,989 | +44 | 2 | — |
| ☆V funds › | VISA INC | NEW | — | 0.1% | +0.1% | 0.3 | 743 | +743 | 1 | — |
| ☆EPI funds › | WISDOMTREE TR | TRIM | — | 0.1% | -0.0% | 0.2 | 5,817 | -187 | 2 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 8,964 | +8,964 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.1% | +0.1% | 0.2 | 233 | +233 | 1 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 0.1% | -0.0% | 0.2 | 2,140 | +89 | 2 | — |
| ☆IAGG funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 4,436 | +4,436 | 1 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.2 | 591 | +591 | 1 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.1% | +0.1% | 0.2 | 1,014 | +1,014 | 1 | — |
| ☆ASML funds › | ASML HLDG NV | NEW | — | 0.1% | +0.1% | 0.2 | 106 | +106 | 1 | — |
| ☆PSEC funds › | PROSPECT CAP CORP | ADD | — | 0.0% | -0.0% | 0.1 | 27,606 | +662 | 2 | — |
| ☆NFLX funds › | NETFLIX INC. | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,281 | 0 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -412 | 0 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,886 | 0 | — |
| ☆MCK funds › | MCKESSON CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -233 | 0 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -297 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 234 | 105 | 0.08 | 53% | 0.037 | 0.433 | — | in |
| 2026Q1 | 202 | 95 | 0.07 | 56% | 0.040 | 0.459 | — | entered |
| 2025Q4 | 196 | 90 | 0.00 | 57% | 0.041 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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