Portfolio (Quarterly) Guide ↗

Arta Finance Wealth Management LLC

· CIK 0002099257

13F Portfolio $202M AUM 95 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 62 Added 18 Reduced 9 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BX	BLACKSTONE INC	Financial Services	1,622	$250K	0.13%	SOLD
2	V	VISA INC	Financial Services	693	$243K	0.12%	SOLD
3	KKR	KKR & CO INC	Financial Services	1,760	$224K	0.11%	SOLD
4	APH	AMPHENOL CORP NEW	Technology	1,603	$217K	0.11%	SOLD
5	APOS	APOLLO GLOBAL MGMT INC	Financial Services	1,461	$211K	0.11%	SOLD
6	OWL	BLUE OWL CAPITAL INC	Financial Services	11,632	$174K	0.09%	SOLD
7	—	BLUE OWL CAPITAL CORPORATION	—	13,473	$167K	0.09%	SOLD
8	GBDC	GOLUB CAP BDC INC	Financial Services	11,520	$156K	0.08%	SOLD
9	FSK	FS KKR CAP CORP	Financial Services	10,551	$156K	0.08%	SOLD

Sector Allocation

Technology 41.1%

Communication Services 24.0%

Consumer Cyclical 15.6%

Financial Services 9.2%

Healthcare 4.3%

Industrials 2.2%

Energy 1.9%

Consumer Defensive 1.3%

Basic Materials 0.3%