Portfolio (Quarterly) Guide ↗

Arta Finance Wealth Management LLC

· CIK 0002099257

13F Portfolio $234M AUM 105 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 15 New 62 Added 26 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NFLX	NETFLIX INC.	Communication Services	3,281	$315K	0.16%	SOLD
2	XLI	SELECT SECTOR SPDR TR	—	1,886	$305K	0.15%	SOLD
3	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	297	$296K	0.15%	SOLD
4	MA	MASTERCARD INCORPORATED	Financial Services	412	$206K	0.10%	SOLD
5	MCK	MCKESSON CORP	Healthcare	233	$202K	0.10%	SOLD

Sector Allocation

Technology 49.2%

Consumer Cyclical 16.9%

Communication Services 16.0%

Financial Services 7.6%

Healthcare 4.7%

Industrials 2.9%

Energy 1.5%

Consumer Defensive 0.9%

Basic Materials 0.3%