Arta Finance Wealth Management LLC

CIK 0002099257 · Q2 2026

13F Equity AUM

$233.7M

+15.4% QoQ

Positions

105

+10 QoQ

AUM Rank

#5,778

Top 66%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 31.6%Top 10: 52.6%Top 20: 76.1%

VTI8.0%

BIL6.7%

USFR6.3%

XLP5.4%

SSO5.2%

TFLO4.7%

AAPL4.4%

GOOG4.3%

XLV3.9%

META3.8%

Others (95)47.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services59.9%

Technology18.7%

Communication Services10.3%

Consumer Cyclical6.4%

Other4.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 105Median: 0.23%Avg: 0.95%

0–0.5%

71(13.6%)

0.5–1%

13(9.2%)

1–3%

8(14.1%)

3–5%

8(31.5%)

5%+

5(31.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 105vs 20 funds

0%Low

105

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New15Increased63Decreased27Exited5

New Positions

INTC0.2%

+3K

STX0.2%

+427

PANW0.2%

+1K

APH0.1%

+2K

EWY0.1%

+1K

VOO0.1%

+417

CAT0.1%

+233

FLIN0.1%

+8K

ABT0.1%

+3K

SCHF0.1%

+9K

Increased

XLE1.3%

+15K(+35%)

XLU2.0%

+13K(+15%)

BNDX2.2%

+11K(+11%)

HDV0.1%

+10K(+407%)

XLP5.4%

+10K(+7%)

INFY0.2%

+9K(+23%)

SYM0.6%

+9K(+48%)

VEA3.0%

+8K(+8%)

BND1.8%

+6K(+12%)

GOOG4.3%

+5K(+23%)

Decreased

USFR6.3%

-20,505(-7%)

UMC0.1%

-19,648(-62%)

BIL6.7%

-17,646(-9%)

TFLO4.7%

-12,650(-6%)

MRVL0.8%

-8,069(-56%)

WIT0.2%

-7,870(-3%)

SSO5.2%

-6,335(-3%)

MMYT0.2%

-2,321(-18%)

TWLO0.5%

-1,998(-26%)

RDY0.2%

-1,986(-5%)

Exited

-3,281

-297

-1,886

-233

-412

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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